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Name Holding Trade Value Shares
Change
Change in
Stake
RP
1376
Riverbridge Partners
Minnesota
$1.87M +$1.82M +13,779 New
EM
1377
Excalibur Management
Massachusetts
$1.87M -$791 -6 -0%
WAM
1378
Werlinich Asset Management
Connecticut
$1.87M
UB
1379
Umpqua Bank
Oregon
$1.87M +$233K +1,767 +14%
SAA
1380
Southeast Asset Advisors
Georgia
$1.87M +$315K +2,390 +21%
DWM
1381
Diversify Wealth Management
Utah
$1.86M -$80K -607 -4%
JWM
1382
Jeppson Wealth Management
California
$1.86M -$659 -5 -0%
LWM
1383
Lighthouse Wealth Management
Ohio
$1.85M -$791 -6 -0%
AHC
1384
Adell Harriman & Carpenter
Texas
$1.85M +$167K +1,264 +10%
LA
1385
LVW Advisors
New York
$1.84M +$290K +2,199 +19%
EFG
1386
Everhart Financial Group
Ohio
$1.84M +$206K +1,563 +13%
NWMG
1387
Nicholson Wealth Management Group
South Carolina
$1.84M -$13.3K -101 -0.7%
WWM
1388
Western Wealth Management
Colorado
$1.83M +$30.2K +229 +2%
BAM
1389
Bellevue Asset Management
Washington
$1.83M +$132 +1 +0%
PGAM
1390
Princeton Global Asset Management
New Jersey
$1.83M +$95.7K +726 +6%
EHWM
1391
Eads & Heald Wealth Management
Georgia
$1.82M -$27.6K -209 -2%
CP
1392
Canopy Partners
Ohio
$1.82M -$61.6K -467 -3%
HIA
1393
Harvest Investment Advisors
Florida
$1.81M -$23.7K -180 -1%
CWP
1394
Curated Wealth Partners
California
$1.81M -$77.4K -587 -4%
PCG
1395
Prosperity Consulting Group
Maryland
$1.8M +$44.3K +336 +3%
IAS
1396
Insigneo Advisory Services
Florida
$1.8M -$56.2K -426 -3%
AG
1397
Advocate Group
Minnesota
$1.8M
PRP
1398
Peak Retirement Planning
Ohio
$1.8M +$1.44M +10,883 +468%
FW
1399
FullCircle Wealth
Texas
$1.79M +$7.25K +55 +0.4%
WAP
1400
Wealthcare Advisory Partners
Pennsylvania
$1.78M -$27.2K -206 -2%