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Name Holding Trade Value Shares
Change
Change in
Stake
BA
3476
Bennicas & Associates
California
$954K
SWMG
3477
Signature Wealth Management Group
Georgia
$949K +$74.7K +621 +10%
SRCM
3478
Swift Run Capital Management
Virginia
$945K +$142K +1,180 +20%
SWMG
3479
Sanchez Wealth Management Group
Florida
$937K +$47.3K +393 +6%
KCP
3480
KDI Capital Partners
North Carolina
$937K +$409K +3,404 +93%
FWM
3481
ForthRight Wealth Management
Georgia
$933K +$846K +7,034 New
P
3482
Palladiem
Pennsylvania
$931K +$844K +7,019 New
FPF
3483
First Pacific Financial
Washington
$927K +$629K +5,233 +298%
TCM
3484
TimesSquare Capital Management
New York
$926K
ACA
3485
Ackerman Capital Advisors
Texas
$921K
IWP
3486
Insight Wealth Partners
Texas
$913K +$9.02K +75 +1%
Cohen & Steers
3487
Cohen & Steers
New York
$912K -$406K -3,374 -33%
SC
3488
Schoolcraft Capital
Colorado
$911K -$19.2K -160 -2%
RWM
3489
Reston Wealth Management
Virginia
$905K +$92.1K +766 +13%
AWM
3490
Altus Wealth Management
Kentucky
$904K +$9.26K +77 +1%
TPM
3491
Triasima Portfolio Management
Quebec, Canada
$900K +$816K +6,780 New
RWG
3492
Ratio Wealth Group
Colorado
$899K +$815K +6,774 New
BSG
3493
Black Swift Group
Colorado
$893K +$586K +4,876 +263%
LI
3494
LVZ Inc
Michigan
$887K -$121K -1,006 -13%
YAL
3495
Your Advocates Ltd
Texas
$880K
WFA
3496
Wipfli Financial Advisors
Wisconsin
$879K +$797K +6,628 New
MWP
3497
MYCIO Wealth Partners
Pennsylvania
$877K +$795K +6,608 New
AAIM
3498
Asset Advisors Investment Management
Georgia
$876K +$24.1K +200 +3%
CMA
3499
Cedar Mountain Advisors
Oregon
$868K +$90.5K +752 +13%
MFGP
3500
Marshall Financial Group (Pennsylvania)
Pennsylvania
$866K -$14.9K -124 -2%