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Name Holding Trade Value Shares
Change
Change in
Stake
BCG
1951
Breakwater Capital Group
New Jersey
$717K +$10.3K +29 +1%
SWGC
1952
Summit Wealth Group (Colorado)
Colorado
$716K +$305K +856 +73%
NFTC
1953
North Forty Two & Co
Oregon
$716K -$1.43K -4 -0.2%
KCM
1954
Kanawha Capital Management
Virginia
$715K +$29.6K +83 +4%
NWM
1955
Navigoe Wealth Management
California
$713K
3F
1956
360 Financial
Minnesota
$713K +$3.56K +10 +0.5%
GB
1957
Goepper Burkhardt
South Carolina
$712K +$3.56K +10 +0.5%
MWM
1958
Mattern Wealth Management
Kansas
$712K -$19.6K -55 -3%
CFS
1959
CRA Financial Services
New Jersey
$712K +$3.92K +11 +0.5%
EW
1960
Elyxium Wealth
California
$709K -$27.1K -76 -4%
CICI
1961
Capital Investment Counsel Inc
North Carolina
$709K
CA
1962
Cornerstone Advisory
Maryland
$708K +$21.7K +61 +3%
RAM
1963
Redmond Asset Management
Virginia
$708K -$12.8K -36 -2%
WAM
1964
Wakefield Asset Management
Colorado
$707K -$6.06K -17 -0.8%
BVP
1965
Bristlecone Value Partners
California
$707K +$716K +2,008 New
AWF
1966
Alpha Wealth Funds
Utah
$705K
BFS
1967
Burkett Financial Services
South Carolina
$705K -$6.42K -18 -0.9%
WOSD
1968
WFA of San Diego
California
$705K -$144K -405 -17%
WTB
1969
Washington Trust Bank
Washington
$699K
ACM
1970
Armbruster Capital Management
New York
$697K -$41K -115 -5%
CFS
1971
Commonwealth Financial Services
West Virginia
$695K +$10.7K +30 +2%
PCA
1972
Prosperity Capital Advisors
Ohio
$692K -$13.5K -38 -2%
DP
1973
Dearborn Partners
Illinois
$691K -$228K -639 -25%
LWMM
1974
Legacy Wealth Management (Mississippi)
Mississippi
$690K +$3.21K +9 +0.5%
CWM
1975
Concentrum Wealth Management
California
$690K +$390K +1,095 +127%