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Name Holding Trade Value Shares
Change
Change in
Stake
SGK
1651
Steigerwald Gordon & Koch
Virginia
$716K -$4.63K -25 -0.8%
BFA
1652
Bill Few Associates
Pennsylvania
$715K -$70.6K -381 -11%
RA
1653
Ruggaard & Associates
Ohio
$715K -$5.56K -30 -0.9%
GFG
1654
Greenberg Financial Group
Arizona
$714K -$21.1K -114 -7%
AA
1655
Ancora Advisors
Ohio
$714K -$20.7K -112 -3%
TF
1656
Tudor Financial
Ohio
$713K
GSIAS
1657
Garden State Investment Advisory Services
New Jersey
$713K +$147K +795 +34%
CBA
1658
Coastal Bridge Advisors
Connecticut
$709K +$85.4K +461 +17%
TW
1659
TritonPoint Wealth
Maryland
$708K -$12.4K -67 -2%
LWA
1660
Lineweaver Wealth Advisors
Ohio
$707K +$578K +3,122 New
BOM
1661
Bank of Marin
California
$706K +$578K +3,118 New
AWCI
1662
Alpine Woods Capital Investors
New York
$706K -$11.1K -60 -2%
MWA
1663
Monograph Wealth Advisors
California
$705K +$575K +3,102 New
BOS
1664
Bank of Stockton
California
$704K
ACM
1665
Ascent Capital Management
Oregon
$704K +$17.4K +94 +3%
IP
1666
Investment Partners
Ohio
$703K +$65.6K +354 +13%
GI
1667
GAMCO Investors
Connecticut
$701K +$573K +3,095 New
DP
1668
Dearborn Partners
Illinois
$699K +$3.15K +17 +0.6%
SSWM
1669
Sheets Smith Wealth Management
North Carolina
$698K +$571K +3,082 New
MG
1670
McHugh Group
Ohio
$693K
IC
1671
Inscription Capital
Texas
$692K +$566K +3,053 New
HFP
1672
Holistic Financial Partners
Indiana
$691K -$185 -1 -0%
OP
1673
ORG Partners
Indiana
$690K +$16.5K +89 +3%
IHL
1674
Investment House LLC
California
$686K +$926 +5 +0.2%
AWM
1675
Ariadne Wealth Management
California
$684K -$31.5K -170 -6%