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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2926
Shum Financial Group
California
$8M +$7.99M +35,783 New
ACM
2927
Allred Capital Management
Texas
$7.99M -$251K -1,125 -3%
FIM
2928
Fruth Investment Management
Texas
$7.98M -$58.5K -262 -0.8%
AHIA
2929
Andrew Hill Investment Advisors
Florida
$7.98M +$220K +984 +3%
EA
2930
Ellsworth Advisors
Ohio
$7.98M +$128K +574 +2%
EWA
2931
Etesian Wealth Advisors
Oregon
$7.98M +$178K +796 +2%
LAS
2932
LWM Advisory Services
Florida
$7.98M +$1.71M +7,639 +29%
NF
2933
NavPoint Financial
Minnesota
$7.98M +$1.79K +8 +0%
WAM
2934
WFA Asset Management
Wisconsin
$7.96M -$122K -547 -2%
DWM
2935
Denver Wealth Management
Colorado
$7.95M -$224K -1,001 -3%
SPFA
2936
Summit Place Financial Advisors
New Jersey
$7.95M -$274K -1,225 -3%
NRW
2937
Nova R Wealth
Kansas
$7.95M +$133K +595 +2%
MFP
2938
Meridian Financial Partners
Virginia
$7.94M +$7.61M +34,088 New
MHWM
2939
Montz Harcus Wealth Management
Louisiana
$7.94M -$132K -593 -2%
CCG
2940
Coastwise Capital Group
California
$7.93M +$449K +2,010 +6%
CWA
2941
Choice Wealth Advisors
Maine
$7.93M -$556K -2,491 -7%
BAM
2942
BOS Asset Management
Illinois
$7.93M -$113K -504 -1%
IP
2943
Investment Partners
Ohio
$7.92M +$6.7K +30 +0.1%
DFA
2944
Davies Financial Advisors
California
$7.91M -$36.6K -164 -0.5%
TWP
2945
Tempus Wealth Planning
California
$7.91M +$4.69K +21 +0.1%
NAG
2946
Northstar Advisory Group
New Jersey
$7.9M -$1.5M -6,702 -17%
ACM
2947
Ayrshire Capital Management
Connecticut
$7.9M +$108K +485 +1%
DPI
2948
Diversified Portfolios Inc
Michigan
$7.89M +$1.99M +8,893 +36%
TFO
2949
Tarbox Family Office
California
$7.89M +$549K +2,457 +8%
AFA
2950
American Financial Advisors
Georgia
$7.89M -$533K -2,387 -7%