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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
1301
Marks Group Wealth Management
Minnesota
$1.18M +$30.4K +63 +3%
CFA
1302
Carroll Financial Associates
North Carolina
$1.18M +$79.2K +164 +7%
RWP
1303
RWA Wealth Partners
Massachusetts
$1.18M +$374K +774 +49%
MWM
1304
Modera Wealth Management
New Jersey
$1.17M -$80.2K -166 -7%
QI
1305
Qtron Investments
Massachusetts
$1.17M -$200K -415 -15%
LFG
1306
Lazard Frères Gestion
France
$1.17M +$1.13M +2,333 New
TFS
1307
Thoroughbred Financial Services
Tennessee
$1.17M +$60.4K +125 +6%
CSPAM
1308
Cary Street Partners Asset Management
Virginia
$1.17M +$1.13M +2,331 New
FAM
1309
Fulcrum Asset Management
United Kingdom
$1.16M
W
1310
WealthStone
Ohio
$1.16M +$30.9K +64 +3%
IWM
1311
IHT Wealth Management
Illinois
$1.15M -$305K -632 -22%
FWM
1312
Frontier Wealth Management
Missouri
$1.15M -$33.8K -70 -3%
VFG
1313
V2 Financial group
Illinois
$1.14M +$1.1M +2,286 New
TCA
1314
Transcend Capital Advisors
New Jersey
$1.14M +$22.7K +47 +2%
MBT
1315
Montecito Bank & Trust
California
$1.14M -$21.3K -44 -2%
BCM
1316
Brasada Capital Management
Texas
$1.13M -$26.6K -55 -2%
ACM
1317
Avalon Capital Management
California
$1.13M
LCP
1318
Legacy Capital Partners
Wisconsin
$1.13M +$95.2K +197 +10%
SIP
1319
Stoneridge Investment Partners
Pennsylvania
$1.13M
FAM
1320
Formidable Asset Management
Ohio
$1.13M -$41.1K -85 -4%
ECA
1321
Elevated Capital Advisors
Utah
$1.13M +$50.7K +105 +5%
IFS
1322
Ifrah Financial Services
Arkansas
$1.12M +$135K +280 +14%
VCA
1323
Verdence Capital Advisors
Maryland
$1.11M +$326K +675 +43%
PP
1324
Professional Planning
California
$1.11M +$1.07M +2,223 New
VC
1325
Vicus Capital
Pennsylvania
$1.11M +$19.3K +40 +2%