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Name Holding Trade Value Shares
Change
Change in
Stake
EA
2701
Everpar Advisors
Oklahoma
$4.3M +$824K +4,483 +25%
FHWM
2702
Fox Hill Wealth Management
Massachusetts
$4.3M +$90.9K +495 +2%
RWA
2703
Redhawk Wealth Advisors
Minnesota
$4.28M -$176K -960 -4%
PCM
2704
Ping Capital Management
New York
$4.27M +$4.06M +22,100 New
BSAM
2705
Blue Square Asset Management
New York
$4.27M +$697K +3,793 +21%
SCP
2706
Shorepoint Capital Partners
Massachusetts
$4.26M +$93.3K +508 +2%
AWP
2707
Accretive Wealth Partners
New Jersey
$4.26M +$128K +696 +3%
LBWM
2708
Left Brain Wealth Management
Illinois
$4.25M +$2.83M +15,403 +233%
MGM
2709
Miura Global Management
New York
$4.25M -$1.47M -8,000 -27%
1WM
2710
1900 Wealth Management
Texas
$4.25M +$18.6K +101 +0.5%
RA
2711
RiverPark Advisors
New York
$4.25M -$156K -851 -4%
VCM
2712
Virtue Capital Management
Tennessee
$4.24M +$48.1K +262 +1%
OWG
2713
Oxford Wealth Group
Florida
$4.24M +$813K +4,427 +25%
PSCM
2714
Per Stirling Capital Management
Texas
$4.23M -$16.2K -88 -0.4%
CTC
2715
Cetera Trust Company
Minnesota
$4.22M -$296K -1,610 -7%
TRIA
2716
Trail Ridge Investment Advisors
Colorado
$4.22M +$127K +693 +3%
SWMP
2717
Signature Wealth Management Partners
New Jersey
$4.21M +$1.65K +9 +0%
GFA
2718
Gallagher Fiduciary Advisors
Illinois
$4.2M +$51.1K +278 +1%
MFG
2719
MidWestOne Financial Group
Iowa
$4.2M -$351K -1,910 -8%
ACA
2720
Aspire Capital Advisors
Washington
$4.19M +$49.6K +270 +1%
CG
2721
Cynosure Group
Utah
$4.18M +$1.15M +6,273 +41%
JWM
2722
JGP Wealth Management
Oregon
$4.18M +$119K +649 +3%
MA
2723
MCF Advisors
Kentucky
$4.18M -$72K -392 -2%
MFWP
2724
Mosaic Family Wealth Partners
Missouri
$4.18M -$180K -980 -4%
CCWM
2725
Correct Capital Wealth Management
Missouri
$4.18M +$792K +4,309 +25%