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Name Holding Trade Value Shares
Change
Change in
Stake
MWS
3051
Maxwell Wealth Strategies
California
$7.25M +$160K +717 +2%
EA
3052
Everpar Advisors
Oklahoma
$7.25M -$3.2M -14,316 -32%
FOA
3053
Five Oceans Advisors
California
$7.24M +$384K +1,719 +6%
EWA
3054
Evolution Wealth Advisors
Florida
$7.23M -$4.02K -18 -0.1%
AA
3055
Alesco Advisors
New York
$7.23M -$107K -478 -2%
LRWA
3056
Long Run Wealth Advisors
New York
$7.21M -$515K -2,306 -7%
MCM
3057
Monument Capital Management
Virginia
$7.21M -$166K -744 -2%
EFM
3058
Eley Financial Management
Vermont
$7.21M -$149K -669 -2%
PA
3059
PSI Advisors
Florida
$7.21M -$980K -4,389 -12%
CCA
3060
Criterion Capital Advisors
Tennessee
$7.21M
PFG
3061
PAX Financial Group
Texas
$7.2M +$2.5M +11,203 +57%
FIM
3062
FWL Investment Management
Texas
$7.19M +$2.64M +11,835 +62%
GPA
3063
Garrison Point Advisors
California
$7.17M +$33.3K +149 +0.5%
SCM
3064
Seascape Capital Management
New Hampshire
$7.17M -$203K -907 -3%
KHLMTHM
3065
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.17M -$2.22M -9,933 -24%
NIM
3066
Needham Investment Management
New York
$7.16M
PWA
3067
Phoenix Wealth Advisors
North Carolina
$7.14M -$11.9M -53,439 -64%
JCM
3068
Jacobsen Capital Management
Utah
$7.14M -$16.7K -75 -0.2%
HP
3069
Hilltop Partners
Indiana
$7.14M -$54.7K -245 -0.8%
EA
3070
Eclectic Associates
California
$7.14M +$103K +460 +2%
Fiera Capital (Canada)
3071
Fiera Capital (Canada)
Quebec, Canada
$7.14M -$93.8K -420 -1%
TMWM
3072
Taylor & Morgan Wealth Management
Michigan
$7.13M -$203K -907 -3%
BWM
3073
Baron Wealth Management
Michigan
$7.12M -$341K -1,527 -5%
CV
3074
Counterweight Ventures
North Carolina
$7.11M +$1.12K +5 +0%
GCM
3075
G2 Capital Management
Ohio
$7.11M +$5.58K +25 +0.1%