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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1526
CFM Wealth Partners
Texas
$973K +$43.9K +161 +5%
NIC
1527
Northwest Investment Counselors
Oregon
$966K
CCWM
1528
Cassaday & Co Wealth Management
Virginia
$965K -$21.8K -80 -2%
RIA
1529
Regal Investment Advisors
Michigan
$963K -$16.6K -61 -2%
PWP
1530
Phillips Wealth Planners
Mississippi
$961K -$86.9K -319 -9%
LAM
1531
Lummis Asset Management
Texas
$960K +$908K +3,333 New
WEG
1532
World Equity Group
Illinois
$959K +$173K +636 +24%
WIA
1533
World Investment Advisors
California
$954K +$393K +1,444 +77%
WLIM
1534
White Lighthouse Investment Management
Massachusetts
$950K +$15K +55 +2%
CT
1535
Colonial Trust
South Carolina
$950K +$270K +990 +43%
EA
1536
Emerald Advisors
Washington
$949K +$19.9K +73 +2%
DCM
1537
DGS Capital Management
New Jersey
$948K +$15K +55 +2%
AWA
1538
Arkadios Wealth Advisors
Georgia
$947K -$6.27K -23 -0.7%
MFGM
1539
Marshall Financial Group (Maryland)
Maryland
$946K -$15.8K -58 -2%
Group One Trading
1540
Group One Trading
Illinois
$945K +$234K +860 +36%
KCM
1541
KRS Capital Management
Michigan
$942K +$114K +420 +15%
WB
1542
Webster Bank
Connecticut
$942K +$27.2K +100 +3%
CPSC
1543
Carl P. Sherr & Co
Massachusetts
$938K
MIA
1544
MainStreet Investment Advisors
Illinois
$938K +$38.7K +142 +5%
AIM
1545
Alhambra Investment Management
Florida
$937K
CWM
1546
C2C Wealth Management
Arizona
$936K +$12.3K +45 +1%
BMC
1547
Beaton Management Company
Massachusetts
$935K -$13.6K -50 -2%
PIM
1548
Plato Investment Management
Australia
$934K +$884K +3,243 New
IWA
1549
Icon Wealth Advisors
Texas
$934K +$883K +3,241 New
SMA
1550
Sage Mountain Advisors
Georgia
$932K +$56.7K +208 +7%