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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
1576
Crown Wealth Group
North Carolina
$729K +$40.1K +147 +5%
SFA
1577
Souders Financial Advisors
Ohio
$726K +$131K +480 +17%
AR
1578
Advisory Research
Illinois
$725K -$373K -1,368 -30%
SFG
1579
StrategIQ Financial Group
Indiana
$725K +$4.09K +15 +0.5%
AWM
1580
Aspire Wealth Management
Massachusetts
$725K +$18K +66 +2%
SFO
1581
Stokes Family Office
Louisiana
$724K +$69.6K +255 +9%
GAA
1582
Global Assets Advisory
Florida
$724K +$843K +3,090 New
KFA
1583
Kelleher Financial Advisors
New York
$723K +$16.4K +60 +2%
SCM
1584
Sitrin Capital Management
California
$721K – – –
BCM
1585
Barden Capital Management
Texas
$721K +$120K +441 +16%
IC
1586
Inscription Capital
Texas
$720K -$246K -900 -22%
VAG
1587
VisionPoint Advisory Group
Texas
$720K -$67.1K -246 -9%
Pinnacle Financial Partners (Tennessee)
1588
Pinnacle Financial Partners (Tennessee)
Tennessee
$717K -$10.6K -39 -1%
IA
1589
IFG Advisors
Missouri
$716K +$11.5K +42 +1%
AIA
1590
Affinity Investment Advisors
California
$715K – – –
MCCP
1591
Mission Creek Capital Partners
California
$713K – – –
CCP
1592
Clarkston Capital Partners
Michigan
$712K – – –
RFN
1593
Redwood Financial Network
Ohio
$712K +$1.64K +6 +0.2%
MFS
1594
Madrona Financial Services
Washington
$711K +$1.64K +6 +0.2%
GD
1595
Grandfield & Dodd
New York
$710K -$65.5K -240 -7%
BW
1596
Bison Wealth
Georgia
$710K +$287K +1,053 +50%
BSSFA
1597
Baron Silver Stevens Financial Advisors
Florida
$708K +$133K +489 +18%
MCA
1598
Magnolia Capital Advisors
Mississippi
$707K +$68.8K +252 +9%
WWMSC
1599
Wagner Wealth Management (South Carolina)
South Carolina
$705K -$65.5K -240 -7%
ATIA
1600
American Trust Investment Advisors
New Hampshire
$704K – – –