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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2526
Coordinated Financial Services
Colorado
$1.56M +$20.3K +60 +1%
FCA
2527
Fortis Capital Advisors
Kansas
$1.56M +$748K +2,211 +99%
SEIA
2528
Signature Estate & Investment Advisors
California
$1.55M -$26.1K -77 -2%
CA
2529
Centerpoint Advisors
Massachusetts
$1.55M -$6.77K -20 -0.5%
AIP
2530
Alexis Investment Partners
Texas
$1.54M +$24K +71 +2%
GAG
2531
Goodman Advisory Group
Massachusetts
$1.54M +$1.48M +4,382 New
FA
2532
Fiducient Advisors
Illinois
$1.54M -$11.8K -35 -0.8%
CP
2533
Castleview Partners
Texas
$1.53M -$561K -1,659 -27%
JWM
2534
JGP Wealth Management
Oregon
$1.53M +$206K +608 +16%
FCFC
2535
First Commonwealth Financial Corp
Pennsylvania
$1.53M -$292K -862 -16%
RCM
2536
RMR Capital Management
California
$1.53M
CRI
2537
Colonial River Investments
Virginia
$1.53M +$762K +2,252 +107%
BFIC
2538
Bedell Frazier Investment Counselling
California
$1.53M -$193K -570 -12%
1WM
2539
1900 Wealth Management
Texas
$1.53M -$65.3K -193 -4%
GIO
2540
Galilei Investment Office
United Kingdom
$1.52M
YWM
2541
Yukon Wealth Management
Kansas
$1.52M +$1.47M +4,348 New
CG
2542
Corundum Group
Colorado
$1.52M -$743K -2,196 -34%
LRWM
2543
Lord & Richards Wealth Management
Colorado
$1.52M +$815K +2,409 +125%
SIM
2544
SWP Investment Management
Ohio
$1.52M +$1.47M +4,342 New
SRA
2545
Secured Retirement Advisors
Minnesota
$1.52M -$1.01M -2,996 -41%
RFS
2546
Richardson Financial Services
Massachusetts
$1.52M -$5.41K -16 -0.4%
HCG
2547
Haven Capital Group
California
$1.52M +$1.46M +4,328 New
PWMG
2548
Pinnacle Wealth Management Group
Michigan
$1.52M -$7.78K -23 -0.5%
OPWM
2549
Oakwell Private Wealth Management
Texas
$1.52M +$150K +443 +11%
VV
2550
Verity & Verity
South Carolina
$1.51M -$149K -439 -9%