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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1251
Gryphon Financial Partners
Ohio
$1.76M +$106K +414 +6%
FWP
1252
Falcon Wealth Planning
California
$1.76M -$50.1K -195 -3%
CWP
1253
Concord Wealth Partners
Virginia
$1.75M +$47.3K +184 +3%
LAS
1254
Lloyd Advisory Services
Georgia
$1.75M +$1.8M +7,007 New
NG
1255
Norden Group
Utah
$1.75M +$1.8M +7,007 New
SCP
1256
Stamos Capital Partners
California
$1.75M -$121K -470 -6%
CPA
1257
Capital Planning Advisors
California
$1.75M +$75.5K +294 +4%
JAG
1258
Journey Advisory Group
Kentucky
$1.74M +$464K +1,805 +35%
HWP
1259
Highline Wealth Partners
California
$1.74M -$1.28K -5 -0.1%
WWM
1260
WT Wealth Management
Arizona
$1.74M -$568K -2,210 -24%
PWP
1261
Private Wealth Partners
California
$1.74M -$1.28K -5 -0.1%
RMDI
1262
R.M. Davis Inc
Maine
$1.74M -$73K -284 -4%
PSF
1263
Pacific Sun Financial
California
$1.73M +$32.9K +128 +2%
AFG
1264
Atomi Financial Group
New York
$1.73M +$460K +1,791 +35%
ECU
1265
Eisler Capital (US)
New York
$1.73M +$364K +1,417 +26%
GSIAS
1266
Garden State Investment Advisory Services
New Jersey
$1.73M +$48.8K +190 +3%
GAM
1267
Gemmer Asset Management
California
$1.73M +$258K +1,004 +17%
AIM
1268
Anchor Investment Management
South Carolina
$1.73M +$118K +458 +7%
WIA
1269
World Investment Advisors
California
$1.72M +$16.2K +63 +0.9%
JFG
1270
Jefferies Financial Group
New York
$1.72M -$3.06M -11,911 -63%
B
1271
Bailard
California
$1.72M +$376K +1,465 +27%
BZWA
1272
Blue Zone Wealth Advisors
California
$1.72M -$5.14K -20 -0.3%
SIC
1273
Samalin Investment Counsel
New York
$1.72M -$64.2K -250 -4%
KLI
1274
Kelman-Lazarov Inc
Tennessee
$1.71M -$7.19K -28 -0.4%
DBRC
1275
D.B. Root & Company
Pennsylvania
$1.71M +$19.3K +75 +1%