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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1551
Gifford Fong Associates
California
$5.49M
CRWM
1552
Castle Rock Wealth Management
California
$5.49M +$7.52K +25 +0.2%
DI
1553
Diligent Investors
California
$5.48M -$87.8K -292 -2%
FFA
1554
First Foundation Advisors
California
$5.48M +$5.41K +18 +0.1%
GM
1555
GeoWealth Management
Illinois
$5.47M +$505K +1,681 +11%
RCWM
1556
Royal Capital Wealth Management
Indiana
$5.47M -$53.5K -178 -1%
AAP
1557
Arax Advisory Partners
Colorado
$5.46M +$1.46M +4,857 +39%
SCM
1558
Schnieders Capital Management
California
$5.44M +$24.1K +80 +0.5%
CCAM
1559
Codex Capital Asset Management
Texas
$5.44M
SFS
1560
Strategic Financial Services
New York
$5.43M -$122K -406 -2%
UAM
1561
Unison Asset Management
Florida
$5.43M +$131K +436 +3%
FLI
1562
Family Legacy Inc
South Carolina
$5.42M +$40.6K +135 +0.8%
MCM
1563
MV Capital Management
Maryland
$5.4M -$38.8K -129 -0.7%
JAG
1564
Journey Advisory Group
Kentucky
$5.38M
LFG
1565
Larson Financial Group
Missouri
$5.37M -$7.52K -25 -0.1%
KF
1566
Krilogy Financial
Missouri
$5.37M +$406K +1,351 +9%
FM
1567
Family Management
New York
$5.36M +$234K +778 +5%
PDL
1568
Portfolio Design Labs
California
$5.36M +$1.17M +3,877 +30%
TCOT
1569
Trust Company of Toledo
Ohio
$5.36M +$165K +550 +3%
OHWP
1570
Oak Harbor Wealth Partners
North Carolina
$5.35M -$1.08M -3,593 -17%
GCM
1571
GKV Capital Management
California
$5.35M +$5.09M +16,925 New
PCIG
1572
Partners Capital Investment Group
Massachusetts
$5.35M +$5.09M +16,921 New
Empower Advisory Group
1573
Empower Advisory Group
Colorado
$5.34M -$429K -1,426 -8%
NB
1574
NBT Bank
New York
$5.34M -$120K -399 -2%
JF
1575
Jericho Financial
Ohio
$5.33M +$5.07M +16,872 New