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Name Holding Trade Value Shares
Change
Change in
Stake
Summit Wealth Partners
2901
Summit Wealth Partners
Florida
$10.3M +$152K +532 +2%
Alan B. Lancz & Associates
2902
Alan B. Lancz & Associates
Ohio
$10.3M -$74.9K -262 -0.7%
Spirit of America Management Corp
2903
Spirit of America Management Corp
New York
$10.3M -$57.2K -200 -0.6%
MA
2904
McBroom & Associates
Nevada
$10.3M -$126K -440 -1%
Meridian Financial Partners
2905
Meridian Financial Partners
Virginia
$10.3M -$1.64M -5,734 -15%
IP
2906
Investment Partners
Ohio
$10.3M +$51.5K +180 +0.5%
Ritter Daniher Financial Advisory
2907
Ritter Daniher Financial Advisory
Ohio
$10.3M -$156K -546 -2%
tru Independence
2908
tru Independence
Oregon
$10.3M +$20.6K +72 +0.2%
GWM
2909
GSB Wealth Management
Connecticut
$10.2M -$37.5K -131 -0.4%
Centennial Wealth Advisory
2910
Centennial Wealth Advisory
Michigan
$10.2M +$40.6K +142 +0.4%
William Mack & Associates
2911
William Mack & Associates
Michigan
$10.2M +$1.43M +5,014 +17%
Corps Capital Advisors
2912
Corps Capital Advisors
Texas
$10.2M – – –
Mosley Wealth Management
2913
Mosley Wealth Management
California
$10.2M +$1.31M +4,581 +15%
Affiance Financial
2914
Affiance Financial
Minnesota
$10.2M -$1.07M -3,749 -10%
Samalin Investment Counsel
2915
Samalin Investment Counsel
New York
$10.2M +$391K +1,366 +4%
Golden Reserve Retirement
2916
Golden Reserve Retirement
Ohio
$10.2M +$6.29M +21,997 +166%
Storgate
2917
Storgate
Texas
$10.2M +$10.1M +35,240 New
Advance Capital Management
2918
Advance Capital Management
Michigan
$10.2M +$1.07M +3,727 +12%
Steel Grove Capital Advisors
2919
Steel Grove Capital Advisors
Tennessee
$10.2M +$299K +1,045 +3%
Arta Finance Wealth Management
2920
Arta Finance Wealth Management
California
$10.2M +$525K +1,835 +6%
Values Added Financial
2921
Values Added Financial
District of Columbia
$10.2M +$1.01M +3,540 +11%
MG
2922
McHugh Group
Ohio
$10.2M -$61.5K -215 -0.6%
CA
2923
Clune & Associates
Illinois
$10.2M +$435K +1,520 +5%
Silvia McColl Wealth Management
2924
Silvia McColl Wealth Management
California
$10.1M -$75.2K -263 -0.7%
MS
2925
Madden Securities
Texas
$10.1M -$32K -112 -0.3%