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Name Holding Trade Value Shares
Change
Change in
Stake
WRPWM
2926
Werba Rubin Papier Wealth Management
California
$3.08M +$273K +1,633 +11%
ORC
2927
O'Rourke & Company
Massachusetts
$3.07M +$29K +174 +1%
CWM
2928
Centurion Wealth Management
Virginia
$3.07M +$155K +928 +6%
CHJWM
2929
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.07M -$183K -1,095 -6%
PHIMC
2930
Private Harbour Investment Management & Counsel
Ohio
$3.07M -$21.4K -128 -0.7%
VIG
2931
Vienna Insurance Group
Poland
$3.07M -$5.01M -30,000 -64%
HF
2932
Halpern Financial
Virginia
$3.07M +$140K +840 +5%
KNW
2933
Kesler Norman & Wride
Utah
$3.07M +$1.68M +10,082 +146%
LIA
2934
LBMC Investment Advisors
Tennessee
$3.07M -$11.7K -70 -0.4%
UWM
2935
Udine Wealth Management
Florida
$3.06M -$18.2K -109 -0.6%
ES
2936
Eagle Strategies
New York
$3.06M -$1.48M -8,864 -34%
WMA
2937
West Michigan Advisors
Michigan
$3.06M +$110K +659 +4%
DWM
2938
Dechtman Wealth Management
Colorado
$3.05M -$18.2K -109 -0.6%
SRC
2939
Sage Rhino Capital
California
$3.05M -$64.9K -389 -2%
SMH
2940
Sanders Morris Harris
Texas
$3.05M +$596K +3,570 +27%
MCM
2941
Morton Capital Management
California
$3.05M +$43.4K +260 +2%
SFP
2942
Sweet Financial Partners
Minnesota
$3.05M +$38.1K +228 +1%
CFG
2943
Carr Financial Group
Massachusetts
$3.04M +$189K +1,132 +7%
OIA
2944
Optimum Investment Advisors
Illinois
$3.04M +$125K +750 +5%
VCM
2945
Verde Capital Management
Michigan
$3.03M -$87.6K -525 -3%
RA
2946
Ransom Advisory
Rhode Island
$3.02M +$2.8M +16,768 New
MAM
2947
Mystic Asset Management
Rhode Island
$3.02M +$77.6K +465 +3%
CWA
2948
Clarity Wealth Advisors
California
$3.02M +$189K +1,131 +7%
FIM
2949
FWL Investment Management
Texas
$3.02M +$45.6K +273 +2%
CGF
2950
Constant Guidance Financial
Massachusetts
$3.02M +$21.2K +127 +0.8%