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Name Holding Trade Value Shares
Change
Change in
Stake
Trellis Wealth Advisors
5676
Trellis Wealth Advisors
California
$784K – – –
Lord & Richards Wealth Management
5677
Lord & Richards Wealth Management
Colorado
$779K +$2.57K +9 +0.3%
Fortune Financial Group
5678
Fortune Financial Group
Florida
$778K -$742K -2,594 -49%
Elevate Wealth Advisory
5679
Elevate Wealth Advisory
Georgia
$778K +$44.3K +155 +6%
Ewing Morris & Co Investment Partners
5680
Ewing Morris & Co Investment Partners
Ontario, Canada
$776K -$9.7K -34 -1%
Luminvest Wealth Management
5681
Luminvest Wealth Management
Arizona
$776K +$224K +783 +44%
Turner Financial Group
5682
Turner Financial Group
Florida
$773K +$764K +2,671 New
RBO & Co
5683
RBO & Co
California
$772K – – –
Vestment Financial
5684
Vestment Financial
Minnesota
$772K +$1.43K +5 +0.2%
Perkins Capital Management
5685
Perkins Capital Management
Minnesota
$767K – – –
GuidedMoney
5686
GuidedMoney
Wisconsin
$767K – – –
Cullen Capital Management
5687
Cullen Capital Management
New York
$764K – – –
SWS Partners
5688
SWS Partners
Ohio
$761K +$286 +1 +0%
Beacon Financial Strategies
5689
Beacon Financial Strategies
North Carolina
$760K +$31.5K +110 +4%
Schwallier Wealth Management
5690
Schwallier Wealth Management
Michigan
$757K -$42.6K -149 -5%
GWM
5691
Global Wealth Management
New Jersey
$756K +$572 +2 +0.1%
Arcadia Wealth Management (New Hampshire)
5692
Arcadia Wealth Management (New Hampshire)
New Hampshire
$753K +$76.7K +268 +11%
Verisail Partners
5693
Verisail Partners
Georgia
$753K -$16.9K -59 -2%
Lauer Wealth
5694
Lauer Wealth
Indiana
$751K +$53.8K +188 +9%
Teucrium Investment Advisors
5695
Teucrium Investment Advisors
Vermont
$747K +$739K +2,583 New
Traction Financial Partners
5696
Traction Financial Partners
Wyoming
$744K -$6.58K -23 -0.9%
Dymon Asia Capital (Singapore)
5697
Dymon Asia Capital (Singapore)
Singapore
$744K +$735K +2,570 New
James Hambro & Partners
5698
James Hambro & Partners
United Kingdom
$743K +$36.6K +128 +5%
Investment Management Corporation
5699
Investment Management Corporation
Virginia
$741K +$10K +35 +1%
Twele Capital Management
5700
Twele Capital Management
Minnesota
$740K +$286 +1 +0%