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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1651
Phillips Wealth Planners
Mississippi
$901K +$32.6K +297 +4%
WGC
1652
Watts Gwilliam & Co
Arizona
$900K +$861K +7,853 New
LA
1653
LVW Advisors
New York
$899K +$208K +1,893 +32%
BCM
1654
Brown Capital Management
Maryland
$895K -$16.5K -150 -2%
MGWM
1655
Marks Group Wealth Management
Minnesota
$893K -$7.02K -64 -0.8%
KCM
1656
KRS Capital Management
Michigan
$890K -$66.9K -610 -7%
TCA
1657
Transcend Capital Advisors
New Jersey
$888K -$100K -915 -11%
CPA
1658
Court Place Advisors
Maryland
$887K -$87.7K -800 -9%
GIM
1659
Groesbeck Investment Management
New Jersey
$887K -$54.8K -500 -6%
1IA
1660
1834 Investment Advisors
Wisconsin
$886K +$329 +3 +0%
PTP
1661
Platform Technology Partners
New York
$883K -$7.68K -70 -0.9%
PG
1662
Patten Group
Tennessee
$883K +$46K +419 +6%
PWM
1663
Purus Wealth Management
California
$882K -$26K -237 -3%
WIA
1664
Westbourne Investment Advisors
Maryland
$880K -$5.48K -50 -0.6%
CTC
1665
Cetera Trust Company
Minnesota
$878K – – –
WCA
1666
Westover Capital Advisors
Delaware
$877K +$211K +1,925 +33%
SMH
1667
Sanders Morris Harris
Texas
$875K – – –
MWA
1668
Meridian Wealth Advisors
Texas
$873K +$4.28K +39 +0.5%
TFM
1669
TFC Financial Management
Massachusetts
$872K -$9.87K -90 -1%
SBF
1670
Sara-Bay Financial
Florida
$871K -$548 -5 -0.1%
DI
1671
DAGCO Inc
Ohio
$869K -$8.23K -75 -1%
LAM
1672
Lountzis Asset Management
Pennsylvania
$869K – – –
WCM
1673
WealthBridge Capital Management
Ohio
$868K +$157K +1,427 +23%
BIA
1674
Beacon Investment Advisors
Maryland
$868K – – –
FI
1675
Finivi Inc
Massachusetts
$868K -$52.8K -481 -6%