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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1851
RFG Advisory
Alabama
$1.9M -$160K -792 -9%
SHWM
1852
Silicon Hills Wealth Management
Texas
$1.9M -$4.03K -20 -0.2%
GSWM
1853
Greenup Street Wealth Management
Michigan
$1.9M +$29.4K +146 +2%
IP
1854
Intellectus Partners
California
$1.89M -$12.1K -60 -0.7%
PTP
1855
Platform Technology Partners
New York
$1.89M -$123K -612 -6%
PAM
1856
Premier Asset Management
Illinois
$1.89M -$859K -4,258 -32%
CCM
1857
Cox Capital Management
Massachusetts
$1.89M +$22.6K +112 +1%
SMH
1858
Sanders Morris Harris
Texas
$1.89M – – –
GL
1859
Graypoint LLC
New York
$1.88M -$39.1K -194 -2%
REMPR
1860
Roof Eidam Maycock Peralta (REMP)
California
$1.88M -$103K -511 -5%
TFP
1861
Tilia Fiduciary Partners
North Carolina
$1.88M +$19.2K +95 +1%
FHC
1862
First Heartland Consultants
Missouri
$1.88M +$84.5K +419 +5%
MSFP
1863
Mark Sheptoff Financial Planning
Connecticut
$1.87M -$18.1K -90 -1%
EWM
1864
Evergreen Wealth Management
Michigan
$1.87M +$1.81M +8,991 New
PAM
1865
Paradigm Asset Management
New York
$1.87M +$968K +4,800 +115%
BW
1866
Bison Wealth
Georgia
$1.87M +$26K +129 +2%
WAM
1867
WealthTrust Asset Management
Florida
$1.86M -$146K -726 -8%
GFP
1868
Gryphon Financial Partners
Ohio
$1.86M -$44.8K -222 -2%
BCM
1869
Brasada Capital Management
Texas
$1.85M -$628K -3,115 -26%
PW
1870
Peninsula Wealth
California
$1.85M +$55.9K +277 +3%
B
1871
Barings
North Carolina
$1.85M -$31.1K -154 -2%
TWM
1872
Thrive Wealth Management
Pennsylvania
$1.85M +$209K +1,038 +13%
GG
1873
Golden Green
South Carolina
$1.84M -$15.1K -75 -0.8%
AWC
1874
Abundance Wealth Counselors
Pennsylvania
$1.84M +$47K +233 +3%
GAG
1875
GM Advisory Group
New York
$1.83M +$12.7K +63 +0.7%
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