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Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
1901
Walkner Condon Financial Advisors
Wisconsin
$1.61M +$131K +322 +11%
RMP
1902
Richards, Merrill & Peterson
Washington
$1.61M -$36.5K -90 -3%
WJS
1903
William John Sempolinski
Massachusetts
$1.6M +$1.36M +3,360 New
MCP
1904
Miller Capital Partners
Michigan
$1.6M +$88.5K +218 +7%
GA
1905
Goldstein Advisors
Wisconsin
$1.6M +$292K +720 +27%
DFA
1906
Delta Financial Advisors
Louisiana
$1.59M +$2.03K +5 +0.2%
MSRI
1907
Michael S. Ryan Inc
New York
$1.59M -$12.2K -30 -0.9%
PWP
1908
Perfromance Wealth Partners
Illinois
$1.59M +$196K +482 +17%
GEA
1909
Glen Eagle Advisors
New Jersey
$1.59M +$40.2K +99 +3%
MA
1910
MCF Advisors
Kentucky
$1.59M +$519K +1,278 +63%
TC
1911
Truvestments Capital
Florida
$1.59M -$34.1K -84 -2%
SWM
1912
Seed Wealth Management
Illinois
$1.58M
VAG
1913
VisionPoint Advisory Group
Texas
$1.58M +$517K +1,273 +62%
CFO
1914
CVA Family Office
Colorado
$1.58M
CA
1915
Continuum Advisory
Idaho
$1.58M +$297K +731 +28%
SPWM
1916
Schrum Private Wealth Management
Florida
$1.58M -$246K -607 -7%
KA
1917
Klingman & Associates
New York
$1.58M +$36.5K +90 +3%
Axa
1918
Axa
France
$1.58M -$5.42M -13,366 -78%
RCYC
1919
Richard C. Young & Co
Rhode Island
$1.57M +$21.1K +52 +2%
MCA
1920
Magnolia Capital Advisors
Mississippi
$1.57M -$13.8K -34 -1%
ACA
1921
Atlas Capital Advisors
Wyoming
$1.57M +$249K +614 +23%
FGWP
1922
Founders Grove Wealth Partners
Virginia
$1.56M +$75.9K +187 +6%
FPF
1923
First Pacific Financial
Washington
$1.56M -$103K -254 -7%
GWS
1924
Greykasell Wealth Strategies
California
$1.56M +$139K +342 +12%
Nisa Investment Advisors
1925
Nisa Investment Advisors
Missouri
$1.56M +$122K +300 +10%