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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
5051
Equity Wealth Partners
Missouri
$1M +$888K +3,929 New
PF
5052
Parker Financial
Washington
$998K -$45.4K -201 -5%
NA
5053
Nottingham Advisors
New York
$998K +$113K +499 +15%
PCA
5054
PMV Capital Advisers
Texas
$994K -$8.58K -38 -1%
Mawer Investment Management
5055
Mawer Investment Management
Alberta, Canada
$993K -$13.8K -61 -2%
SWM
5056
Schwallier Wealth Management
Michigan
$992K +$105K +467 +14%
FPW
5057
Flagship Private Wealth
Massachusetts
$992K -$239K -1,056 -21%
SIA
5058
Spectrum Investment Advisors
Wisconsin
$989K +$106K +469 +14%
KG
5059
Kieckhefer Group
Wisconsin
$983K +$113K +500 +15%
GT
5060
GreatBanc Trust
Illinois
$982K +$871K +3,856 New
CPW
5061
Crestmont Private Wealth
Texas
$981K +$49.2K +218 +6%
CCAL
5062
City Center Advisors LLC
Michigan
$973K -$12.9K -57 -1%
FIBT
5063
First International Bank & Trust
North Dakota
$972K -$256K -1,131 -23%
SCI
5064
Silver Coast Investments
United States
$970K +$13.1K +58 +2%
AIM
5065
Archer Investment Management
Texas
$970K -$84.5K -374 -9%
FIG
5066
FSA Investment Group
Florida
$969K +$241K +1,067 +39%
HFS
5067
Horizon Financial Services
North Carolina
$966K +$83.8K +371 +11%
SWIA
5068
Solano Wealth Investment Advisors
California
$964K -$9.94K -44 -1%
LL
5069
LPWM LLC
Minnesota
$963K -$41.3K -183 -5%
CFG
5070
CMC Financial Group
Georgia
$963K +$904 +4 +0.1%
SWA
5071
Sightline Wealth Advisors
Connecticut
$961K -$13.8K -61 -2%
CC
5072
Capstone Capital
Nevada
$960K +$113K +502 +15%
IFU
5073
iSAM Funds (UK)
United Kingdom
$954K +$846K +3,746 New
GWAM
5074
Guardian Wealth Advisors (Minnesota)
Minnesota
$953K +$224K +990 +36%
PWG
5075
Private Wealth Group
Florida
$952K