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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1901
Resurgent Financial Advisors
Georgia
$852K -$114K -389 -12%
SACTSONJ
1902
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$851K +$822K +2,800 New
KW
1903
Keyvantage Wealth
Pennsylvania
$850K +$31.1K +106 +4%
CFG
1904
Carr Financial Group
Massachusetts
$850K +$36.1K +123 +5%
CCAM
1905
Cascades Capital Asset Management
North Carolina
$850K +$294K +1,002 +56%
A
1906
Argentarii
Ohio
$849K +$819K +2,792 New
RF
1907
Rossby Financial
Florida
$847K -$365K -1,244 -31%
RAG
1908
RIA Advisory Group
Iowa
$846K -$3.52K -12 -0.4%
CP
1909
Clarendon Private
Massachusetts
$844K -$33.2K -113 -4%
FGWP
1910
Founders Grove Wealth Partners
Virginia
$842K +$235K +800 +41%
VCWM
1911
Vista Cima Wealth Management
Arizona
$841K +$483K +1,646 +147%
PWMG
1912
Pinnacle Wealth Management Group
Michigan
$836K – – –
BB
1913
Burford Brothers
Texas
$835K +$807K +2,749 New
Commerzbank Aktiengesellschaft
1914
Commerzbank Aktiengesellschaft
Germany
$830K -$370K -1,262 -32%
Forvis Mazars Wealth Advisors
1915
Forvis Mazars Wealth Advisors
Missouri
$829K +$12.3K +42 +2%
MF
1916
Manuka Financial
Virginia
$825K +$5.28K +18 +0.7%
WCFA
1917
Walkner Condon Financial Advisors
Wisconsin
$824K +$97.4K +332 +14%
Klingman & Associates
1918
Klingman & Associates
New York
$824K -$4.11K -14 -0.5%
BLC
1919
Brown, Lisle/Cummings
Rhode Island
$822K – – –
BFO
1920
Biltmore Family Office
North Carolina
$822K +$536K +1,828 +210%
MAG
1921
Meadowbrook Advisors Group
New Jersey
$821K +$793K +2,701 New
WWM
1922
WJ Wealth Management
Arizona
$820K +$11.7K +40 +2%
PWP
1923
Phillips Wealth Planners
Mississippi
$816K -$6.46K -22 -0.9%
PWM
1924
Parkway Wealth Management
Texas
$814K +$786K +2,680 New
TFA
1925
Tranquilli Financial Advisor
New Jersey
$813K +$55.7K +190 +8%