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Name Holding Trade Value Shares
Change
Change in
Stake
Transamerica Financial Advisors
3001
Transamerica Financial Advisors
Florida
$9.6M -$10.5M -36,576 -52%
Bull Harbor Capital
3002
Bull Harbor Capital
Maryland
$9.6M +$1.56M +5,459 +20%
Orser Capital Management
3003
Orser Capital Management
Texas
$9.6M -$134K -470 -1%
Focused Alpha LLC
3004
Focused Alpha LLC
Colorado
$9.6M +$868K +3,036 +10%
MAM
3005
Morse Asset Management
Connecticut
$9.6M +$357K +1,248 +4%
Shoker Investment Counsel
3006
Shoker Investment Counsel
Ohio
$9.6M +$1.14K +4 +0%
Pitcairn Wealth Advisors
3007
Pitcairn Wealth Advisors
Pennsylvania
$9.6M +$54.6K +191 +0.6%
Choice Wealth Advisors
3008
Choice Wealth Advisors
Maine
$9.6M +$13.4K +47 +0.1%
ARQ Wealth Advisors
3009
ARQ Wealth Advisors
Arizona
$9.6M +$38.6K +135 +0.5%
Compass Capital Corp
3010
Compass Capital Corp
Massachusetts
$9.5M -$114K -399 -1%
Evolution Wealth Advisors
3011
Evolution Wealth Advisors
Florida
$9.5M -$260M -907,458 -96%
Mayport LLC
3012
Mayport LLC
Massachusetts
$9.5M +$36K +126 +0.4%
Colton Groome Financial Advisors
3013
Colton Groome Financial Advisors
North Carolina
$9.5M +$1.12M +3,918 +14%
SP
3014
Saranac Partners
$9.5M +$330K +1,155 +4%
Colorado Capital Management
3015
Colorado Capital Management
Colorado
$9.5M -$125K -438 -1%
Elevated Capital Advisors
3016
Elevated Capital Advisors
Utah
$9.5M -$3.77M -13,171 -29%
Cornerstone Planning Group
3017
Cornerstone Planning Group
New Jersey
$9.49M -$112K -390 -1%
IMT
3018
Investment Management Trust
Massachusetts
$9.48M -$5.72K -20 -0.1%
CWWM
3019
Clear Wave Wealth Management
New Jersey
$9.47M +$288K +1,006 +3%
Noesis Capital Mangement
3020
Noesis Capital Mangement
Florida
$9.46M -$349K -1,221 -4%
NED
3021
Nancy E. Dempze
$9.46M +$24.3K +85 +0.3%
Spectrum Wealth Advisory Group
3022
Spectrum Wealth Advisory Group
California
$9.45M +$255K +892 +3%
RS
3023
Retirement Solution
Washington
$9.45M +$6.6M +23,080 +241%
Hengehold Capital Management
3024
Hengehold Capital Management
Ohio
$9.44M +$209K +730 +2%
Aspire Private Capital
3025
Aspire Private Capital
North Carolina
$9.44M +$58.1K +203 +0.6%