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Name Holding Trade Value Shares
Change
Change in
Stake
UBP
1551
Union Bancaire Privee
Switzerland
$2.84M -$656K -1,650 -18%
RI
1552
Ruggiero Investments
Florida
$2.84M -$7.95K -20 -0.3%
RPGK
1553
Retirement Planning Group (Kansas)
Kansas
$2.83M +$114K +286 +4%
RAG
1554
RIA Advisory Group
Iowa
$2.82M +$78.7K +198 +3%
HCCM
1555
Hudson Canyon Capital Management
New York
$2.82M -$89.5K -225 -3%
RZH
1556
Relyea Zuckerberg Hanson
Connecticut
$2.82M +$90.7K +228 +4%
SP
1557
Stonebrook Private
Michigan
$2.8M +$234K +589 +10%
GFG
1558
Goldstone Financial Group
Illinois
$2.8M -$572K -1,439 -18%
KA
1559
KLCM Advisors
Wisconsin
$2.79M +$3.18K +8 +0.1%
CHAM
1560
Clear Harbor Asset Management
Connecticut
$2.78M -$46.1K -116 -2%
TP
1561
TritonPoint Partners
Maryland
$2.78M +$1.29M +3,252 +97%
CFS
1562
CRA Financial Services
New Jersey
$2.78M +$100K +252 +4%
AW
1563
Avion Wealth
Texas
$2.78M +$91.9K +231 +4%
ANTB
1564
AMG National Trust Bank
Colorado
$2.78M -$343K -863 -12%
LCM
1565
Landscape Capital Management
New Jersey
$2.77M +$2.62M +6,585 New
DW30
1566
Drucker Wealth 3.0
New Jersey
$2.77M +$28.6K +72 +1%
RRA
1567
Red Reef Advisors
Florida
$2.77M +$697K +1,752 +36%
AAP
1568
Aristotle Atlantic Partners
Florida
$2.76M -$752K -1,890 -22%
LWCFA
1569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.76M +$327K +823 +14%
SWRP
1570
Summit Wealth & Retirement Planning
California
$2.76M -$38.6K -97 -1%
AP
1571
Anchyra Partners
Georgia
$2.76M +$150K +378 +6%
WE
1572
Wealth Effects
Massachusetts
$2.76M -$44.9K -113 -2%
QPW
1573
Quantum Private Wealth
Florida
$2.75M -$359K -902 -12%
MJFG
1574
Mars Jewett Financial Group
Washington
$2.75M +$7.56K +19 +0.3%
MFWP
1575
Mosaic Family Wealth Partners
Missouri
$2.74M +$1.75M +4,406 +208%