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Name Holding Trade Value Shares
Change
Change in
Stake
RW
2301
REDW Wealth
New Mexico
$10.2M +$116K +733 +1%
AFG
2302
Allegheny Financial Group
Pennsylvania
$10.2M +$2.02M +12,752 +29%
QCM
2303
Quest Capital Management
Texas
$10.2M +$228K +1,444 +3%
EF
2304
Exeter Financial
Arizona
$10.1M -$310K -1,963 -3%
PGWM
2305
Parisi Gray Wealth Management
New Jersey
$10.1M +$5.37K +34 +0.1%
MSFP
2306
Mark Sheptoff Financial Planning
Connecticut
$10.1M +$28.6K +181 +0.3%
AF
2307
Aldebaran Financial
$10.1M +$127K +803 +1%
PGA
2308
Portland Global Advisors
Maine
$10.1M -$215K -1,359 -2%
WWM
2309
Windsor Wealth Management
Indiana
$10.1M -$395K -2,498 -4%
CRI
2310
Colonial River Investments
Virginia
$10.1M +$5.96M +37,694 +195%
CWA
2311
Clarus Wealth Advisors
Arizona
$10.1M -$235K -1,489 -3%
BL
2312
BCWM LLC
Kansas
$10.1M -$171K -1,080 -2%
GWMIA
2313
Global Wealth Management Investment Advisory
Florida
$10.1M -$273K -1,726 -3%
BEI
2314
Benjamin Edwards Inc
Missouri
$10.1M +$4.39M +27,759 +95%
TCCM
2315
Timber Creek Capital Management
Massachusetts
$10.1M -$225K -1,425 -2%
WAC
2316
William Allan Corp
Colorado
$10.1M +$8.97M +56,735 New
CFG
2317
Cambridge Financial Group
Ohio
$10.1M +$385K +2,435 +4%
OPTFSNA
2318
Old Point Trust & Financial Services N A
Virginia
$10.1M +$220K +1,395 +3%
RCM
2319
Ravenstone Capital Management
$10M +$519K +3,281 +6%
VCM
2320
Virtue Capital Management
Tennessee
$10M +$1.98M +12,518 +28%
TI
2321
TTP Investments
California
$10M +$8.93M +56,532 New
DAM
2322
Delta Asset Management
Tennessee
$10M +$204K +1,291 +2%
WPA
2323
Winning Points Advisors
Florida
$10M -$22.8M -144,556 -74%
IFG
2324
Investors Financial Group
Minnesota
$10M -$20.9K -132 -0.2%
GAMC
2325
Garner Asset Management Corp
Texas
$10M +$34K +215 +0.4%