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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
3026
ORG Wealth Partners
Texas
$8.84M -$116K -432 -1%
OIM
3027
Opus Investment Management
Massachusetts
$8.81M
CIM
3028
Cambria Investment Management
California
$8.79M -$1.13M -4,194 -11%
HWM
3029
Howard Wealth Management
Connecticut
$8.79M -$95.3K -355 -1%
SI
3030
Shaker Investments
Ohio
$8.79M +$3.48M +12,948 +67%
NED
3031
Nancy E. Dempze
$8.78M +$52.1K +194 +0.6%
WAP
3032
Wealth Analytics Partners
California
$8.77M +$8.66M +32,277 New
CWMP
3033
Clarion Wealth Managment Partners
Virginia
$8.77M +$4.29K +16 +0%
SSW
3034
Smith Shellnut Wilson
Mississippi
$8.75M -$707K -2,634 -8%
CCG
3035
Coastwise Capital Group
California
$8.74M -$175K -651 -2%
1NWS
3036
1 North Wealth Services
Maryland
$8.73M -$99.6K -371 -1%
ONSWM
3037
Old North State Wealth Management
North Carolina
$8.73M +$156K +581 +2%
SCI
3038
Stableford Capital II
Arizona
$8.73M +$3.46M +12,883 +67%
LFS
3039
Legacy Financial Strategies
Kansas
$8.72M +$56.1K +209 +0.7%
ATWA
3040
Arbor Trust Wealth Advisors
Michigan
$8.72M -$223K -829 -3%
IIL
3041
Insight Inv LLC
California
$8.72M +$165K +613 +2%
CL
3042
CVFG LLC
Indiana
$8.72M +$3.49K +13 +0%
CC
3043
Constitution Capital
Connecticut
$8.72M -$49.7K -185 -0.6%
CIP
3044
Convergence Investment Partners
Florida
$8.71M -$1.57M -5,830 -15%
FAL
3045
Focused Alpha LLC
Colorado
$8.7M +$8.59M +32,013 New
CFFP
3046
Center for Financial Planning
Michigan
$8.7M -$45.1K -168 -0.5%
GMF
3047
Grace & Mercy Foundation
New York
$8.67M -$4.94M -18,400 -37%
FWM
3048
Fingerlakes Wealth Management
New York
$8.67M -$71.7K -267 -0.8%
CFIA
3049
Cantor Fitzgerald Investment Advisors
New York
$8.66M -$443K -1,651 -5%
RP
3050
Riverbridge Partners
Minnesota
$8.66M -$44K -164 -0.5%