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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2801
Primoris Wealth Advisors
Florida
$6.4M +$1.05M +4,175 +18%
RCM
2802
Radnor Capital Management
Pennsylvania
$6.4M +$136K +541 +2%
GIA
2803
GHP Investment Advisors
Colorado
$6.4M +$384K +1,529 +6%
AW
2804
Alchemi Wealth
Connecticut
$6.39M +$130K +518 +2%
HNWAG
2805
High Net Worth Advisory Group
Florida
$6.38M +$235K +935 +4%
JWM
2806
JPL Wealth Management
Colorado
$6.37M +$80.3K +320 +1%
BMC
2807
Beaton Management Company
Massachusetts
$6.37M -$25.1K -100 -0.4%
NI
2808
NCP Inc
California
$6.36M +$25.1K +100 +0.4%
OL
2809
OneFund LLC
Florida
$6.36M -$15.6K -62 -0.2%
TP
2810
Tranquility Partners
Tennessee
$6.36M -$443K -1,763 -6%
DRS
2811
Deane Retirement Strategies
Louisiana
$6.35M +$6.68M +26,618 +106,472%
NF
2812
Nvest Financial
New Hampshire
$6.33M -$29.4K -117 -0.4%
SOAM
2813
SBI Okasan Asset Management
Japan
$6.33M -$554K -2,208 -8%
PIWA
2814
Prevail Innovative Wealth Advisors
Kansas
$6.33M -$3.94M -15,690 -37%
BWM
2815
Bernicke Wealth Management
Wisconsin
$6.33M +$163K +651 +3%
OCM
2816
Orion Capital Management
California
$6.33M -$145K -577 -2%
BAM
2817
Bellevue Asset Management
Washington
$6.33M -$1.32M -5,249 -17%
GC
2818
Gilbert & Cook
Iowa
$6.31M -$299K -1,190 -4%
OW
2819
Olistico Wealth
Oklahoma
$6.31M
HIS
2820
Horizon Investment Services
Indiana
$6.3M +$243K +968 +4%
FI
2821
Finivi Inc
Massachusetts
$6.29M -$134K -532 -2%
CWA
2822
Crux Wealth Advisors
California
$6.29M -$211K -839 -3%
SS
2823
STG Securities
New York
$6.29M +$6.62M +26,371 New
VWM
2824
Vigilare Wealth Management
Arizona
$6.28M -$449K -1,787 -6%
KFI
2825
Key Financial Inc
Pennsylvania
$6.27M -$326K -1,299 -5%