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Name Holding Trade Value Shares
Change
Change in
Stake
PH
1701
Pinnacle Holdings
Oklahoma
$2.46M +$6.01K +28 +0.2%
KWA
1702
KCS Wealth Advisory
California
$2.46M +$147K +687 +6%
FHC
1703
First Heartland Consultants
Missouri
$2.45M +$771K +3,590 +46%
Koshinski Asset Management
1704
Koshinski Asset Management
Illinois
$2.44M -$732K -3,411 -23%
AWE
1705
Avidian Wealth Enterprises
Texas
$2.43M +$1.01M +4,697 +72%
PCMK
1706
Paragon Capital Management (Kansas)
Kansas
$2.43M -$64K -298 -3%
SIC
1707
SJS Investment Consulting
Ohio
$2.43M +$2.41M +11,215 New
SFPG
1708
Stonebridge Financial Planning Group
Florida
$2.43M -$74.9K -349 -3%
RIA
1709
Realta Investment Advisors
Delaware
$2.43M -$122K -568 -5%
WP
1710
WealthSource Partners
California
$2.42M -$144K -673 -6%
CWAG
1711
Compton Wealth Advisory Group
Virginia
$2.42M +$125K +583 +6%
AC
1712
Arjuna Capital
North Carolina
$2.42M -$4.29K -20 -0.2%
PCG
1713
Prosperity Consulting Group
Maryland
$2.42M +$2.2M +10,262 New
LA
1714
Latitude Advisors
Florida
$2.4M +$86.5K +403 +4%
IAS
1715
IMA Advisory Services
Colorado
$2.4M +$91.5K +426 +4%
CCG
1716
Cloverfields Capital Group
Minnesota
$2.39M +$172K +801 +8%
MIAS
1717
Mason Investment Advisory Services
Virginia
$2.39M
GPA
1718
Garrison Point Advisors
California
$2.39M +$2.15K +10 +0.1%
SPFA
1719
Summit Place Financial Advisors
New Jersey
$2.39M +$269K +1,255 +13%
PP
1720
Paloma Partners
Connecticut
$2.38M -$9.55M -44,506 -80%
MWM
1721
Midwest Wealth Management
Indiana
$2.38M +$110K +512 +5%
DMBA
1722
Deseret Mutual Benefit Administrators
Utah
$2.38M +$89.3K +416 +4%
NL
1723
Navalign LLC
California
$2.38M -$42.3K -197 -2%
MAM
1724
Mystic Asset Management
Rhode Island
$2.38M +$2.36M +10,993 New
MFG
1725
MidWestOne Financial Group
Iowa
$2.37M +$59.7K +278 +3%