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Name Holding Trade Value Shares
Change
Change in
Stake
LAS
3026
Legacy Advisory Services
Pennsylvania
$557K +$822 +3 +0.1%
CBT
3027
CoreFirst Bank & Trust
Kansas
$555K
DDPIC
3028
Deroy & Devereaux Private Investment Counsel
Michigan
$555K -$137K -500 -19%
SAS
3029
Stelac Advisory Services
New York
$555K -$13.2K -48 -2%
QCIG
3030
Quad-Cities Investment Group
Iowa
$553K -$4.66K -17 -0.8%
FWM
3031
FFT Wealth Management
Pennsylvania
$552K +$214K +779 +59%
NCG
3032
Newport Capital Group
New Jersey
$551K +$576K +2,101 New
PWP
3033
Pursue Wealth Partners
California
$551K -$76.5K -279 -12%
WAM
3034
WFA Asset Management
Wisconsin
$550K -$46.3K -169 -7%
CFD
3035
Creative Financial Designs
Indiana
$549K -$21.7K -79 -4%
RWM
3036
RKL Wealth Management
Pennsylvania
$549K +$49.6K +181 +9%
AIP
3037
ARS Investment Partners
New York
$549K
VC
3038
Veery Capital
Delaware
$544K
WC
3039
Westhampton Capital
North Carolina
$542K
CA
3040
Crumly & Associates
Illinois
$542K +$8.5K +31 +2%
LA
3041
LexAurum Advisors
Kansas
$541K -$43.6K -159 -7%
FCIM
3042
Fairview Capital Investment Management
California
$539K
HP
3043
Holistic Planning
Texas
$539K
VFG
3044
Victory Financial Group
Texas
$534K +$284K +1,035 +104%
CPWA
3045
Cerro Pacific Wealth Advisors
California
$533K +$556K +2,030 New
BC
3046
Belmont Capital
California
$532K +$555K +2,026 New
HWM
3047
Hemington Wealth Management
Virginia
$531K +$16.2K +59 +3%
CG
3048
Clifford Group
Massachusetts
$531K
FNWA
3049
Financial Network Wealth Advisors
Utah
$531K +$23.6K +86 +4%
CSWM
3050
Cassady Schiller Wealth Management
Ohio
$530K