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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1651
Westmount Partners
California
$941K -$31.3K -122 -3%
Goldstone Financial Group
1652
Goldstone Financial Group
Illinois
$938K +$19K +74 +2%
AWM
1653
Aspire Wealth Management
Massachusetts
$936K +$2.57K +10 +0.3%
Bahl & Gaynor
1654
Bahl & Gaynor
Ohio
$934K +$7.71K +30 +0.8%
Virtue Capital Management
1655
Virtue Capital Management
Tennessee
$932K – – –
Klingman & Associates
1656
Klingman & Associates
New York
$931K +$306K +1,192 +47%
EE
1657
EWG Elevate
California
$929K -$746K -2,906 -44%
Thompson Investment Management
1658
Thompson Investment Management
Wisconsin
$928K – – –
RWA
1659
Ropes Wealth Advisors
Massachusetts
$927K -$59.6K -232 -6%
Wellington Shields Capital Management
1660
Wellington Shields Capital Management
New York
$925K – – –
B
1661
BetterWealth
California
$924K – – –
OMERS Administration Corp
1662
OMERS Administration Corp
Ontario, Canada
$923K – – –
Farmers & Merchants Investments Inc
1663
Farmers & Merchants Investments Inc
Nebraska
$917K +$231K +901 +33%
Financial Advisors Network
1664
Financial Advisors Network
California
$913K +$937K +3,647 New
OGF
1665
Orin Green Financial
California
$909K – – –
RWPA
1666
Richard W. Paul & Associates
Michigan
$909K -$7.71K -30 -0.8%
PFWA
1667
Paces Ferry Wealth Advisors
Georgia
$908K -$40.1K -156 -4%
FWM
1668
Finer Wealth Management
Massachusetts
$907K +$27.5K +107 +3%
PFG
1669
Prosperity Financial Group
California
$906K +$6.42K +25 +0.7%
GYL Financial Synergies
1670
GYL Financial Synergies
Connecticut
$906K -$71.2K -277 -7%
EL
1671
EMFO LLC
Florida
$906K -$14.1K -55 -1%
Eagle Strategies
1672
Eagle Strategies
New York
$902K -$264K -1,027 -22%
Concord Asset Management (Virginia)
1673
Concord Asset Management (Virginia)
Virginia
$902K +$180K +701 +24%
Financial Partners Group (Kansas)
1674
Financial Partners Group (Kansas)
Kansas
$900K +$342K +1,331 +45%
GAMC
1675
Garner Asset Management Corp
Texas
$899K -$63.7K -248 -6%