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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1701
Tolleson Wealth Management
Texas
$2.33M
RFN
1702
RDA Financial Network
Iowa
$2.33M +$119K +509 +5%
ATWA
1703
Arbor Trust Wealth Advisors
Michigan
$2.32M +$8.21K +35 +0.3%
DL
1704
DOHJ LLC
Washington
$2.32M +$150K +640 +6%
1W
1705
1776 Wealth
Georgia
$2.31M +$32.4K +138 +1%
HAC
1706
Harbor Advisory Corp
New Hampshire
$2.31M +$23.4K +100 +1%
GCA
1707
Genesee Capital Advisors
New York
$2.31M +$2.43M +10,363 New
SFPG
1708
Stonebridge Financial Planning Group
Florida
$2.29M -$56.3K -240 -2%
GRP
1709
Global Retirement Partners
California
$2.29M -$41.5K -177 -2%
CCG
1710
Cloverfields Capital Group
Minnesota
$2.28M +$328K +1,398 +16%
BFG
1711
Beacon Financial Group
Texas
$2.26M +$23.9K +102 +1%
C
1712
Certuity
Florida
$2.26M +$51.8K +221 +2%
GFP
1713
Gryphon Financial Partners
Ohio
$2.26M +$73.6K +314 +3%
CL
1714
CIM LLC
New York
$2.25M +$81.6K +348 +3%
MSFP
1715
Mark Sheptoff Financial Planning
Connecticut
$2.25M +$23.4K +100 +1%
SWP
1716
Strategic Wealth Partners
Ohio
$2.23M +$449K +1,914 +24%
CANY
1717
Caxton Associates (New York)
New York
$2.23M +$2.34M +10,000 New
MFS
1718
Monetta Financial Services
Illinois
$2.23M -$1.17M -5,000 -33%
MG
1719
Mather Group
Illinois
$2.23M +$83.9K +358 +4%
BS
1720
Boenning & Scattergood
Pennsylvania
$2.22M +$8.44K +36 +0.4%
NL
1721
NVWM LLC
Pennsylvania
$2.22M -$673K -2,872 -22%
MCC
1722
Malaga Cove Capital
California
$2.22M +$109K +466 +5%
CWM
1723
Cornerstone Wealth Management
Missouri
$2.21M +$11K +47 +0.5%
ACM
1724
AlphaStar Capital Management
North Carolina
$2.21M +$1.28M +5,474 +132%
Wealth Enhancement Advisory Services
1725
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$468K +1,995 +26%