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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1726
Toth Financial Advisory
Virginia
$616K +$75K +405 +17%
JWCA
1727
J.W. Coons Advisors
Ohio
$616K -$158K -855 -24%
MCA
1728
Millennium Capital Advisors
Arkansas
$616K +$99.7K +538 +25%
RAG
1729
RIA Advisory Group
Iowa
$614K +$178K +962 +55%
C1AG
1730
Client 1st Advisory Group
Florida
$614K -$3.33K -18 -0.7%
PWG
1731
Portside Wealth Group
Utah
$613K -$178K -960 -26%
BLC
1732
Brown, Lisle/Cummings
Rhode Island
$613K +$60.4K +326 +14%
WJWM
1733
Williams Jones Wealth Management
New York
$612K +$67.2K +363 +16%
MF
1734
Manuka Financial
Virginia
$611K
RCG
1735
Regatta Capital Group
California
$610K +$13K +70 +3%
APP
1736
Avantax Planning Partners
Iowa
$609K -$2.41K -13 -0.5%
Financial Engines Advisors
1737
Financial Engines Advisors
California
$608K +$237K +1,279 +91%
PWP
1738
Phillips Wealth Planners
Mississippi
$605K +$185 +1 +0%
SFO
1739
Stokes Family Office
Louisiana
$605K +$5K +27 +1%
EPIME
1740
Evelyn Partners Investment Management (Europe)
$604K
WA
1741
WESPAC Advisors
California
$603K +$187K +1,010 +61%
GL
1742
Graypoint LLC
New York
$602K -$5.19K -28 -1%
DFG
1743
Demars Financial Group
Washington
$601K +$64.8K +350 +15%
OPA
1744
Old Port Advisors
Maine
$600K +$13.3K +72 +3%
RWM
1745
Revisor Wealth Management
Ohio
$599K +$214K +1,155 +79%
FWM
1746
FMB Wealth Management
California
$597K
RMC
1747
Ring Mountain Capital
California
$594K +$141K +763 +45%
WA
1748
WPG Advisers
Maryland
$593K -$70.4K -380 -13%
FMWA
1749
Forvis Mazars Wealth Advisors
Missouri
$593K +$22.8K +123 +5%
AZ
1750
Alpha Zero
Florida
$592K -$79.8K -431 -14%