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Name Holding Trade Value Shares
Change
Change in
Stake
BO
1051
Bank OZK
Arkansas
$500K +$461K +4,954 New
MG
1052
Mather Group
Illinois
$497K +$95.3K +1,024 +26%
HIA
1053
Harbor Investment Advisory
Maryland
$495K -$36K -387 -7%
FANJ
1054
Financial Architects (New Jersey)
New Jersey
$494K
GIA
1055
GHP Investment Advisors
Colorado
$493K -$2.33K -25 -0.5%
CS
1056
Comerica Securities
Michigan
$492K -$2.61K -28 -0.6%
CWM
1057
Cornerstone Wealth Management
Missouri
$491K +$31.6K +340 +8%
CA
1058
Crumly & Associates
Illinois
$489K +$94.7K +1,018 +27%
CFO
1059
Callan Family Office
Pennsylvania
$489K -$203K -2,176 -31%
RWB
1060
RMR Wealth Builders
New Jersey
$487K -$3.63K -39 -0.8%
SIA
1061
Strategic Investment Advisors
Michigan
$487K +$449K +4,822 New
AWA
1062
Arkadios Wealth Advisors
Georgia
$486K -$109K -1,172 -20%
PG
1063
Patten Group
Tennessee
$486K -$61.9K -665 -12%
AWM
1064
Avitas Wealth Management
California
$481K -$6.61K -71 -1%
GC
1065
GFG Capital
Florida
$480K
ZIMP
1066
Zimmermann Investment Management & Planning
Pennsylvania
$479K +$25.3K +272 +6%
Empower Advisory Group
1067
Empower Advisory Group
Colorado
$479K -$2.33K -25 -0.5%
SW
1068
SteelPeak Wealth
California
$478K -$260K -2,793 -37%
ET
1069
Equitable Trust
Tennessee
$478K -$3.72K -40 -0.8%
NRC
1070
New Republic Capital
North Carolina
$472K -$20.6K -221 -5%
Luther King Capital Management (LKCM)
1071
Luther King Capital Management (LKCM)
Texas
$472K +$21.1K +227 +5%
AWM
1072
Apollon Wealth Management
South Carolina
$470K +$1.95K +21 +0.5%
PCM
1073
Parsons Capital Management
Rhode Island
$469K +$8.28K +89 +2%
RMCM
1074
Reynders McVeigh Capital Management
Massachusetts
$469K -$123K -1,325 -22%
SPC
1075
Sigma Planning Corp
Michigan
$467K -$215K -2,312 -33%