Name Holding Trade Value Shares
Change
Change in
Stake
AG
1401
AmeriFlex Group
Nevada
$901K +$1.05M +5,412 +38,657%
NIG
1402
NFJ Investment Group
Texas
$900K -$130K -669 -11%
CWM
1403
Cordatus Wealth Management
Pennsylvania
$900K +$17.1K +88 +2%
CG
1404
Clifford Group
Massachusetts
$898K +$7K +36 +0.7%
SMA
1405
Sage Mountain Advisors
Georgia
$897K +$84.1K +433 +9%
GIA
1406
GHP Investment Advisors
Colorado
$897K – – –
MW
1407
Marcum Wealth
Ohio
$894K -$16.9K -87 -2%
PSCM
1408
Per Stirling Capital Management
Texas
$891K -$27.8K -143 -3%
SC
1409
Syon Capital
California
$889K +$1.04M +5,353 New
NWAG
1410
Net Worth Advisory Group
Utah
$889K -$80.8K -416 -7%
DE
1411
Diversified Enterprises
Delaware
$887K +$485K +2,496 +88%
LIA
1412
LS Investment Advisors
Michigan
$881K +$29.1K +150 +3%
VCP
1413
Verus Capital Partners
Arizona
$880K +$245K +1,263 +31%
MA
1414
MONECO Advisors
Connecticut
$879K +$81.4K +419 +9%
AAP
1415
Arax Advisory Partners
Colorado
$876K -$82.2K -423 -7%
TWM
1416
Tradition Wealth Management
Minnesota
$875K +$34K +175 +3%
NG
1417
Norden Group
Utah
$871K -$10.3K -53 -1%
CAG
1418
Csenge Advisory Group
Florida
$870K -$61.2K -315 -5%
WA
1419
Wealthstream Advisors
New York
$867K -$42.4K -218 -4%
VIM
1420
Vista Investment Management
Pennsylvania
$859K +$642K +3,303 +176%
RYIA
1421
Roehl & Yi Investment Advisors
Oregon
$859K -$9.33K -48 -0.9%
TSWM
1422
Tyler-Stone Wealth Management
Ohio
$854K -$200K -1,030 -17%
GFP
1423
Gryphon Financial Partners
Ohio
$850K +$102K +523 +11%
SIA
1424
Strategic Investment Advisors
Michigan
$850K +$16.9K +87 +2%
DWM
1425
Drive Wealth Management
Utah
$849K -$711K -3,660 -42%