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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
2476
Souders Financial Advisors
Ohio
$6.78M -$141K -687 -2%
KMWM
2477
Keudell/Morrison Wealth Management
Oregon
$6.77M +$10.4K +51 +0.2%
DWM
2478
Drive Wealth Management
Utah
$6.77M +$239K +1,167 +4%
ERIC
2479
Eagle Rock Investment Company
Georgia
$6.77M +$4.91K +24 +0.1%
LSIA
2480
LaSalle St. Investment Advisors
Illinois
$6.77M +$1.93M +9,454 +44%
QCM
2481
Qsemble Capital Management
New York
$6.76M +$6.3M +30,802 New
CD
2482
Chapin Davis
Maryland
$6.75M
TPWA
2483
Twin Peaks Wealth Advisors
California
$6.75M +$385K +1,880 +7%
PL
2484
Plancorp LLC
Missouri
$6.75M +$272K +1,328 +5%
NHC
2485
Nicholas Hoffman & Company
Georgia
$6.74M +$25.2K +123 +0.4%
BWM
2486
Bernard Wealth Management
Michigan
$6.74M +$6.29M +30,741 New
NGA
2487
Naples Global Advisors
Florida
$6.74M +$115K +563 +2%
SSWG
2488
Seven Springs Wealth Group
Tennessee
$6.73M +$314K +1,533 +5%
JWM
2489
Jupiter Wealth Management
Colorado
$6.72M +$202K +986 +3%
EPW
2490
Evergreen Private Wealth
Colorado
$6.72M -$35.4K -173 -0.6%
GAM
2491
Grandview Asset Management
Pennsylvania
$6.72M +$439K +2,147 +8%
MCM
2492
Marathon Capital Management
Maryland
$6.72M +$119K +581 +2%
FMB
2493
Field & Main Bank
Kentucky
$6.71M -$104K -508 -2%
ECP
2494
Elwood Capital Partners
New York
$6.71M +$6.26M +30,595 New
RFA
2495
ROI Financial Advisors
Oregon
$6.71M +$154K +753 +3%
AFC
2496
AFT Forsyth & Company
Florida
$6.71M -$130K -635 -2%
EFG
2497
Embree Financial Group
Illinois
$6.7M -$163K -795 -3%
CIA
2498
Cohen Investment Advisors
New Hampshire
$6.7M -$843K -4,119 -12%
BWA
2499
Blodgett Wealth Advisors
California
$6.7M +$353K +1,725 +6%
GW
2500
Griffith & Werner
Georgia
$6.7M +$6.25M +30,541 New