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Name Holding Trade Value Shares
Change
Change in
Stake
EM
1401
Excalibur Management
Massachusetts
$1.73M
CP
1402
Canopy Partners
Ohio
$1.73M +$3.82K +30 +0.2%
NS
1403
NBC Securities
Alabama
$1.72M -$166K -1,302 -9%
CWA
1404
CM Wealth Advisors
Ohio
$1.72M +$947K +7,431 +118%
PCG
1405
Prosperity Consulting Group
Maryland
$1.72M -$510 -4 -0%
NF
1406
Nikulski Financial
Iowa
$1.71M +$423K +3,317 +32%
LWM
1407
Lighthouse Wealth Management
Ohio
$1.71M
RIA
1408
Regal Investment Advisors
Michigan
$1.7M +$219K +1,717 +14%
SF
1409
Symphony Financial
Texas
$1.7M -$154K -1,209 -8%
PIP
1410
Peachtree Investment Partners
Florida
$1.69M -$7.52K -59 -0.4%
BAM
1411
Bellevue Asset Management
Washington
$1.69M +$127 +1 +0%
HCM
1412
Howard Capital Management
Georgia
$1.69M +$8.79K +69 +0.5%
RCA
1413
Resonant Capital Advisors
Wisconsin
$1.69M -$142K -1,117 -8%
GL
1414
GHE LLC
Tennessee
$1.68M +$77.6K +609 +5%
IAN
1415
Integrated Advisors Network
Texas
$1.68M -$273K -2,146 -14%
BHPW
1416
Beverly Hills Private Wealth
California
$1.68M -$31.8K -250 -2%
MC
1417
Matters Capital
Florida
$1.68M +$1.7M +13,372 New
WA
1418
Wealth Alliance
New York
$1.67M -$122K -954 -7%
HFO
1419
Heritage Family Offices
Arizona
$1.67M -$143K -1,119 -8%
CAMG
1420
CWA Asset Management Group
Florida
$1.67M -$204K -1,600 -11%
JWM
1421
Jeppson Wealth Management
California
$1.66M -$45.9K -360 -3%
AIM
1422
Aspen Investment Management
Michigan
$1.66M +$958K +7,520 +131%
MW
1423
Marble Wealth
Alabama
$1.66M +$1.68M +13,216 New
EHWM
1424
Eads & Heald Wealth Management
Georgia
$1.65M -$37.7K -296 -2%
OWP
1425
Obermeyer Wealth Partners
Colorado
$1.64M -$10.1K -79 -0.6%