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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1026
Wunderlich Capital Managemnt
Tennessee
$2.87M +$122K +416 +5%
SFP
1027
Sweet Financial Partners
Minnesota
$2.87M -$6.76K -23 -0.2%
WA1
1028
Wimmer Associates 1
California
$2.86M
S
1029
SimplyRich
California
$2.84M -$22.9K -78 -0.9%
DCM
1030
Delta Capital Management
New Jersey
$2.83M
OP
1031
ORG Partners
Indiana
$2.83M +$1.24M +4,206 +86%
ECM
1032
Evergreen Capital Management
Washington
$2.83M +$66.1K +225 +3%
RMCM
1033
Reynders McVeigh Capital Management
Massachusetts
$2.83M +$26.1K +89 +1%
HAS
1034
HBW Advisory Services
California
$2.82M +$505K +1,720 +24%
RPWA
1035
Regent Peak Wealth Advisors
Georgia
$2.82M +$159K +542 +6%
LD
1036
Lipe & Dalton
New York
$2.82M -$99.9K -340 -4%
LS
1037
Leelyn Smith
Illinois
$2.82M -$84.9K -289 -3%
IA
1038
IFP Advisors
Florida
$2.81M +$1.43M +4,875 +118%
AWP
1039
Ascent Wealth Partners
New York
$2.81M +$48.2K +164 +2%
WWM
1040
Wolff Wiese Magana
California
$2.8M +$87.5K +298 +3%
CCA
1041
Criterion Capital Advisors
Tennessee
$2.8M -$8.81K -30 -0.3%
NAMA
1042
Nikko Asset Management Americas
New York
$2.8M +$572K +1,946 +28%
CS
1043
Crescent Sterling
Louisiana
$2.8M -$107K -364 -4%
WOC
1044
West Oak Capital
California
$2.8M +$123K +417 +5%
SF
1045
Symphony Financial
Texas
$2.77M +$165K +563 +7%
TCWM
1046
Total Clarity Wealth Management
Illinois
$2.77M -$302K -1,028 -10%
AC
1047
Abbrea Capital
California
$2.77M -$15K -51 -0.6%
GD
1048
Grandfield & Dodd
New York
$2.76M
ISWM
1049
Independent Solutions Wealth Management
New York
$2.74M -$120K -409 -4%
LCM
1050
Legato Capital Management
California
$2.73M -$1.18M -4,003 -31%