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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1876
Spotlight Asset Group
Illinois
$176K – – –
TWP
1877
Triad Wealth Partners
Kansas
$174K +$152K +1,001 New
MMG
1878
Monetary Management Group
Missouri
$174K – – –
TIM
1879
Thompson Investment Management
Wisconsin
$174K – – –
WTG
1880
West Tower Group
Virginia
$174K +$152K +1,000 New
RFG
1881
RFP Financial Group
Georgia
$172K +$6.22K +41 +4%
HGERS
1882
Householder Group Estate & Retirement Specialist
Arizona
$171K +$4.55K +30 +3%
MSFP
1883
Mark Sheptoff Financial Planning
Connecticut
$170K +$72.1K +475 +94%
MWA
1884
Moser Wealth Advisors
Washington
$168K – – –
LOIM
1885
Liberty One Investment Management
Illinois
$167K -$99.7K -657 -41%
RFA
1886
Register Financial Advisors
Georgia
$164K +$303 +2 +0.2%
IGWM
1887
ICA Group Wealth Management
Colorado
$164K -$8.49K -56 -6%
FFA
1888
Frazier Financial Advisors
Ohio
$163K +$18.1K +119 +15%
AGWCA
1889
Annis Gardner Whiting Capital Advisors
Florida
$160K +$37.6K +248 +37%
LWCFA
1890
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K – – –
PMFA
1891
Plante Moran Financial Advisors
Michigan
$156K -$2.43K -16 -2%
FMP
1892
Financial Management Professionals
Texas
$155K +$4.55K +30 +3%
TAM
1893
Tucker Asset Management
Colorado
$154K +$122K +805 +1,006%
TFM
1894
TFC Financial Management
Massachusetts
$153K – – –
LCM
1895
Leisure Capital Management
California
$150K +$131K +864 New
CFG
1896
CKW Financial Group
Hawaii
$146K – – –
CBT
1897
Central Bank & Trust
Kentucky
$145K -$3.19K -21 -2%
RWMG
1898
Redwood Wealth Management Group
New Jersey
$145K +$127K +835 New
LIA
1899
Lynx Investment Advisory
District of Columbia
$144K +$125K +827 New
LFG
1900
Larson Financial Group
Missouri
$140K +$42K +277 +53%