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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1726
Freedom Investment Management
Connecticut
$676K +$124K +1,182 +20%
FVWA
1727
Foster Victor Wealth Advisors
South Carolina
$675K -$53.8K -512 -7%
PFA
1728
Pathway Financial Advisors
Vermont
$672K – – –
TLCM
1729
Twin Lakes Capital Management
California
$672K +$1.78K +17 +0.2%
CFO
1730
CVA Family Office
Colorado
$671K +$14.7K +140 +2%
CWM
1731
Concentric Wealth Management
California
$671K -$525 -5 -0.1%
OMC
1732
Overbrook Management Corp
New York
$669K – – –
FC
1733
Financial Council
Maryland
$665K – – –
DFG
1734
Delta Financial Group
New Jersey
$665K +$722K +6,871 New
SL
1735
Sentry LLC
Tennessee
$665K – – –
NA
1736
Navellier & Associates
Nevada
$664K +$720K +6,860 New
Foster Group
1737
Foster Group
Iowa
$662K +$22.1K +210 +3%
PP
1738
Pegasus Partners
Wisconsin
$662K – – –
Gratus Capital
1739
Gratus Capital
Georgia
$661K +$44.1K +420 +7%
MFG
1740
Midwest Financial Group
Kansas
$661K – – –
CFA
1741
CWS Financial Advisors
Michigan
$660K +$5.67K +54 +0.8%
LCGC
1742
Legacy Capital Group California
California
$660K +$2.42K +23 +0.3%
IGWM
1743
ICA Group Wealth Management
Colorado
$660K -$13.2K -126 -2%
CWM
1744
Connecticut Wealth Management
Connecticut
$659K +$292K +2,776 +69%
SAM
1745
Strategy Asset Managers
California
$658K +$60.2K +573 +9%
ACM
1746
Allred Capital Management
Texas
$656K +$3.57K +34 +0.5%
ACM
1747
Arcataur Capital Management
Wisconsin
$656K -$9.35K -89 -1%
BAM
1748
Blueshift Asset Management
New Jersey
$656K +$474K +4,510 +199%
SAM
1749
Sequent Asset Management
Texas
$652K – – –
MCA
1750
Millennium Capital Advisors
Arkansas
$651K -$525 -5 -0.1%