Name Holding Trade Value Shares
Change
Change in
Stake
VC
1926
Vicus Capital
Pennsylvania
$572K -$110K -1,006 -17%
SWP
1927
Significant Wealth Partners
Illinois
$572K +$1.65K +15 +0.3%
NCFG
1928
New Century Financial Group
New Jersey
$572K +$19.5K +178 +4%
RHJA
1929
Rice Hall James & Associates
California
$571K -$4.17K -38 -0.8%
ACM
1930
Alta Capital Management
Utah
$570K – – –
HBT
1931
Heartland Bank & Trust
Illinois
$569K +$547K +4,990 New
HFM
1932
Hartford Funds Management
Pennsylvania
$568K +$21.9K +200 +4%
CAM
1933
Covenant Asset Management
New Jersey
$568K – – –
FNWA
1934
Financial Network Wealth Advisors
Utah
$568K -$6.91K -63 -1%
HR
1935
Howe & Rusling
New York
$567K +$16.3K +149 +3%
CAM
1936
Campion Asset Management
Virginia
$566K -$9.87K -90 -2%
CWP
1937
Core Wealth Partners
California
$565K +$163K +1,488 +43%
MSF
1938
Mustard Seed Financial
Arkansas
$565K +$6.8K +62 +1%
AWM
1939
Accurate Wealth Management
Florida
$564K -$33K -301 -6%
SMWM
1940
Silvia McColl Wealth Management
California
$563K – – –
LGF
1941
LGT Group Foundation
Liechtenstein
$563K -$106K -963 -16%
SWM
1942
Salvus Wealth Management
New Jersey
$560K +$22.3K +203 +4%
LWA
1943
Lantern Wealth Advisors
New York
$560K -$110 -1 -0%
PRI
1944
Prepared Retirement Institute
Pennsylvania
$560K – – –
NDSI
1945
Newman Dignan & Sheerar Inc
Rhode Island
$558K +$5.04K +46 +0.9%
JSW
1946
Journey Strategic Wealth
New Jersey
$556K +$124K +1,135 +30%
WHCI
1947
W.H. Cornerstone Investments
Massachusetts
$555K -$658 -6 -0.1%
NPT
1948
National Philanthropic Trust
Pennsylvania
$555K -$3.73K -34 -0.7%
BFM
1949
Boothbay Fund Management
New York
$554K -$9.58M -87,302 -95%
DFCM
1950
Dark Forest Capital Management
Puerto Rico
$554K +$533K +4,862 New