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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1951
Requisite Capital Management
Texas
$384K +$356K +1,428 New
LA
1952
Lane & Associates
New Jersey
$384K +$5.24K +21 +1%
MC
1953
Middleton & Co
Massachusetts
$383K -$42.4K -170 -11%
ECM
1954
EagleClaw Capital Management
Massachusetts
$383K
SFG
1955
Sovereign Financial Group
Connecticut
$382K +$5.49K +22 +2%
SFG
1956
Steward Financial Group
Texas
$380K +$11.7K +47 +3%
GWM
1957
Greenwich Wealth Management
Connecticut
$379K +$12.7K +51 +4%
VPP
1958
Vertex Planning Partners
Illinois
$378K -$16.2K -65 -4%
SFS
1959
Summit Financial Strategies
Ohio
$376K -$28.7K -115 -8%
AA
1960
Alta Advisers
United Kingdom
$376K
SC
1961
Stephens Consulting
Michigan
$376K +$2.5K +10 +0.7%
FG
1962
Foster Group
Iowa
$376K +$58.9K +236 +20%
GFPC
1963
Global Financial Private Client
Florida
$376K +$23.2K +93 +7%
ONST
1964
Old North State Trust
North Carolina
$375K -$4.99K -20 -1%
OWA
1965
One Wealth Advisors
California
$375K -$160K -642 -32%
MFWP
1966
Mosaic Family Wealth Partners
Missouri
$371K
VEA
1967
Virtus ETF Advisers
New York
$371K -$41.7K -167 -11%
WMS
1968
Wealth Management Solutions
Pennsylvania
$371K -$3.99K -16 -1%
CCA
1969
Cobblestone Capital Advisors
New York
$370K -$10.7K -43 -3%
RPCONE
1970
Retirement Planning Company of New England
Rhode Island
$370K +$64.1K +257 +23%
ZIG
1971
Zullo Investment Group
Pennsylvania
$369K -$4.74K -19 -1%
AWM
1972
Aspire Wealth Management
Massachusetts
$369K
GG
1973
GenWealth Group
New Jersey
$369K
FWTB
1974
First Western Trust Bank
Colorado
$368K -$1.25K -5 -0.4%
VC
1975
Veracity Capital
Georgia
$368K +$4.24K +17 +1%