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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
2351
Resurgent Financial Advisors
Georgia
$1.03M +$43K +124 +6%
RWI
2352
Red Wave Investments
Pennsylvania
$1.02M -$33.3K -96 -4%
GL
2353
Gerber LLC
Ohio
$1.02M +$4.51K +13 +0.6%
KGP
2354
Keystone Global Partners
Colorado
$1.02M
SA
2355
SPG Advisors
Washington
$1.02M -$9.71K -28 -1%
BBW
2356
Blue Barn Wealth
Utah
$1.02M +$71.1K +205 +10%
AWM
2357
Ariadne Wealth Management
California
$1.02M +$37.5K +108 +4%
SSW
2358
Stone Summit Wealth
Florida
$1.02M
AF
2359
Affiance Financial
Minnesota
$1.02M +$34.3K +99 +5%
JWM
2360
JFG Wealth Management
Colorado
$1.02M +$157K +454 +25%
FP
2361
FFG Partners
Florida
$1.01M +$56.9K +164 +8%
OC
2362
Opinicus Capital
Florida
$1.01M -$7.63K -22 -1%
API
2363
Asset Planning Inc
California
$1.01M -$6.94K -20 -0.9%
BFO
2364
Biltmore Family Office
North Carolina
$1.01M -$5.2K -15 -0.7%
LGG
2365
Luts & Greenleigh Group
Maryland
$1.01M +$9.37K +27 +1%
BAWC
2366
Boyce & Associates Wealth Consulting
Texas
$1.01M +$5.55K +16 +0.7%
TA
2367
TFB Advisors
Kansas
$1M -$1M -2,893 -55%
CD
2368
Chapin Davis
Maryland
$1M -$220K -633 -22%
AWA
2369
AGH Wealth Advisors
Kansas
$1M -$119K -344 -13%
ISWM
2370
Independent Solutions Wealth Management
New York
$1M +$126K +363 +19%
CWMG
2371
Compass Wealth Management (Georgia)
Georgia
$1M
VPI
2372
Value Partners Investments
Manitoba, Canada
$1M
OWP
2373
Obermeyer Wealth Partners
Colorado
$1,000K +$146K +421 +23%
LWM
2374
Lodestone Wealth Management
Washington
$1,000K -$3.47K -10 -0.4%
SP
2375
Symmetry Partners
Connecticut
$999K +$235K +678 +43%