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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2801
Capital Performance Advisors
California
$3.74M +$772K +4,231 +27%
GFA
2802
Gallagher Fiduciary Advisors
Illinois
$3.74M -$306K -1,675 -8%
CCWM
2803
Correct Capital Wealth Management
Missouri
$3.74M -$282K -1,546 -7%
LRWA
2804
Long Run Wealth Advisors
New York
$3.73M +$3.33M +18,224 +1,001%
TWM
2805
Thrive Wealth Management
Pennsylvania
$3.73M +$7.3K +40 +0.2%
AMM
2806
American Money Management
California
$3.72M -$83.2K -456 -2%
SAM
2807
Sequent Asset Management
Texas
$3.72M -$10.9K -60 -0.3%
FIM
2808
FWL Investment Management
Texas
$3.71M +$346K +1,896 +11%
CAM
2809
Clark Asset Management
New Hampshire
$3.7M +$630K +3,451 +21%
CG
2810
Cynosure Group
Utah
$3.7M -$325K -1,783 -8%
CA
2811
Cannon Advisors
North Carolina
$3.7M +$3.59M +19,672 New
HC
2812
Hendley & Co
Ohio
$3.69M +$9.12K +50 +0.3%
WA
2813
Wealth Architects
California
$3.69M -$69.9K -383 -2%
UH
2814
Unigestion Holding
Switzerland
$3.69M +$534K +2,928 +17%
SAM
2815
Summit Asset Management
Tennessee
$3.69M +$41.1K +225 +1%
UI
2816
Untitled Investments
New York
$3.68M -$2.09M -11,463 -37%
WA
2817
WP Advisors
California
$3.68M -$1.26M -6,895 -26%
SA
2818
SAM Advisors
California
$3.68M -$11.9K -65 -0.3%
WCM
2819
Weaver Capital Management
Georgia
$3.68M +$584K +3,203 +19%
SL
2820
Sonnipe Ltd
Isle Of Man
$3.67M -$912K -5,000 -20%
HA
2821
Harfst & Associates
Wyoming
$3.67M -$26.6K -146 -0.7%
FFG
2822
Fortem Financial Group
California
$3.64M +$805K +4,412 +29%
EWM
2823
Edge Wealth Management
New York
$3.63M +$271K +1,488 +8%
PWAM
2824
Pinnacle West Asset Management
Wyoming
$3.63M +$20.1K +110 +0.6%
KIG
2825
Kowal Investment Group
Wisconsin
$3.63M +$193K +1,057 +6%