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Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
3101
Creative Capital Management Investments
California
$1.4M -$152K -1,330 -11%
VAF
3102
Values Added Financial
District of Columbia
$1.4M +$1.22M +10,726 New
BCP
3103
Berkeley Capital Partners
Georgia
$1.39M +$25.2K +221 +2%
RCG
3104
Rock Creek Group
District of Columbia
$1.39M -$39.1K -342 -3%
DG
3105
DMC Group
Alabama
$1.39M -$19.8K -173 -2%
CPA
3106
Capital Performance Advisors
California
$1.39M +$18.6K +163 +2%
ECA
3107
Elevated Capital Advisors
Utah
$1.39M +$43.4K +380 +4%
MPW
3108
Monterey Private Wealth
California
$1.39M +$23.2K +203 +2%
LD
3109
Lipe & Dalton
New York
$1.39M -$20K -175 -2%
BG
3110
Benedetti & Gucer
Georgia
$1.38M -$47.4K -415 -4%
CF
3111
Copperwynd Financial
Arizona
$1.38M -$11.6K -102 -1%
MAM
3112
Marotta Asset Management
Virginia
$1.38M +$1.21M +10,599 New
SWM
3113
Soundmark Wealth Management
Washington
$1.38M -$77.4K -678 -6%
SL
3114
Stevard LLC
Illinois
$1.38M
GWM
3115
GSB Wealth Management
Connecticut
$1.38M +$192K +1,683 +19%
FFG
3116
Fortem Financial Group
California
$1.38M +$712K +6,234 +144%
VCM
3117
Vivaldi Capital Management
Illinois
$1.37M +$158K +1,385 +15%
EBWM
3118
Eagle Bluffs Wealth Management
Missouri
$1.37M +$26.7K +234 +2%
LOPW
3119
Live Oak Private Wealth
North Carolina
$1.37M +$5.37K +47 +0.4%
WFA
3120
WestHill Financial Advisors
California
$1.37M -$6.85K -60 -0.6%
RI
3121
Ridgewood Investments
New Jersey
$1.37M -$3.2K -28 -0.3%
EWG
3122
Executive Wealth Group
Washington
$1.36M
ORAM
3123
One River Asset Management
Connecticut
$1.35M -$3.02M -26,480 -72%
PAG
3124
Paladin Advisory Group
Iowa
$1.35M
WAM
3125
WealthTrust Asset Management
Florida
$1.35M -$22.2K -194 -2%