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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
2626
Independent Solutions Wealth Management
New York
$7.38M +$21.6K +86 +0.3%
WAOTB
2627
Wealth Advisors of Tampa Bay
Florida
$7.38M -$158K -629 -2%
SL
2628
SFM LLC
New Hampshire
$7.36M -$821K -3,271 -10%
CC
2629
Commons Capital
Massachusetts
$7.36M +$114K +455 +1%
RSC
2630
Red Spruce Capital
Pennsylvania
$7.34M +$3.9M +15,523 +102%
SIC
2631
Sterling Investment Counsel
New York
$7.33M +$137K +545 +2%
IWS
2632
Insight Wealth Strategies
California
$7.32M +$522K +2,081 +7%
CWWM
2633
Clear Wave Wealth Management
New Jersey
$7.3M +$167K +666 +2%
NC
2634
NewSquare Capital
Pennsylvania
$7.29M +$740K +2,949 +11%
SIP
2635
Stoneridge Investment Partners
Pennsylvania
$7.27M -$707K -2,816 -10%
AIM
2636
Acropolis Investment Management
Missouri
$7.26M +$329K +1,310 +4%
AHL
2637
Abel Hall LLC
Louisiana
$7.26M +$541K +2,157 +8%
BIP
2638
Blueprint Investment Partners
North Carolina
$7.25M +$4.17M +16,601 +120%
NCM
2639
Next Capital Management
New York
$7.25M -$3.07M -12,243 -29%
SC
2640
Solstein Capital
California
$7.24M -$251 -1 -0%
CFO
2641
CVA Family Office
Colorado
$7.24M +$169K +674 +2%
SAM
2642
Sagewood Asset Management
New York
$7.24M +$808K +3,221 +12%
WAAG
2643
Wealth Alliance Advisory Group
Kansas
$7.24M +$227K +904 +3%
SC
2644
Saturna Capital
Washington
$7.21M
OWMIAS
2645
One Wealth Management Investment & Advisory Services
Florida
$7.21M -$447K -1,780 -6%
ONSWM
2646
Old North State Wealth Management
North Carolina
$7.2M -$872K -3,472 -10%
HCM
2647
Highview Capital Management
Illinois
$7.18M +$1.35M +5,391 +22%
BFG
2648
Beacon Financial Group
Texas
$7.18M +$375K +1,495 +5%
TLP
2649
Trinity Legacy Partners
Texas
$7.18M -$149K -593 -2%
EPW
2650
Evergreen Private Wealth
Colorado
$7.17M +$23.6K +94 +0.3%