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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1026
Ropes Wealth Advisors
Massachusetts
$486K +$28.4K +173 +6%
FNBT
1027
FineMark National Bank & Trust
Florida
$480K +$123K +748 +35%
IFG
1028
Independent Financial Group
California
$480K +$94.1K +574 +25%
QCIG
1029
Quad-Cities Investment Group
Iowa
$480K
AIA
1030
Avalon Investment & Advisory
Texas
$472K +$465K +2,837 New
IFWM
1031
Institute for Wealth Management
Colorado
$472K -$3.44K -21 -0.7%
EI
1032
Ellevest Inc
New York
$472K +$122K +743 +35%
CF
1033
Centaurus Financial
California
$471K +$18K +110 +4%
CWM
1034
Catalyst Wealth Management
Georgia
$469K
BFS
1035
Bard Financial Services
Connecticut
$465K +$12.3K +75 +3%
EF
1036
Empowered Funds
Pennsylvania
$460K +$453K +2,762 New
RWB
1037
RMR Wealth Builders
New Jersey
$459K -$25.9K -158 -5%
HL
1038
HeadInvest LLC
Maine
$458K
NFG
1039
Nations Financial Group
Iowa
$457K -$15.2K -93 -3%
SCG
1040
Sonata Capital Group
Washington
$456K
LSPW
1041
Lake Street Private Wealth
Illinois
$455K +$10.5K +64 +2%
CPIG
1042
Chicago Partners Investment Group
Illinois
$455K +$48.7K +297 +13%
SFS
1043
Stiles Financial Services
Minnesota
$453K +$65.4K +399 +17%
GFP
1044
Gryphon Financial Partners
Ohio
$451K -$27.5K -168 -6%
KC
1045
Kenfarb & Co
Kentucky
$450K
CWA
1046
Clarus Wealth Advisors
Arizona
$450K +$436K +2,662 New
GCMG
1047
Gyroscope Capital Management Group
Florida
$449K +$148K +900 +50%
PCA
1048
Pallas Capital Advisors
Massachusetts
$449K +$44.4K +271 +12%
MWM
1049
Mission Wealth Management
California
$446K +$3.28K +20 +0.8%
PL
1050
Perpetual Ltd
Australia
$445K +$438K +2,672 New