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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1301
River Wealth Advisors
Pennsylvania
$5.41M +$260K +2,940 +5%
GC
1302
GMT Capital
Georgia
$5.4M +$5.17M +58,400 New
MOS
1303
MGO One Seven
Ohio
$5.37M +$519K +5,860 +11%
DWM
1304
Darwin Wealth Management
Florida
$5.36M +$93.8K +1,060 +2%
HW
1305
Hedeker Wealth
Illinois
$5.36M +$156K +1,760 +3%
PSP
1306
Principal Street Partners
Tennessee
$5.34M +$122K +1,380 +2%
PWAG
1307
Polaris Wealth Advisory Group
California
$5.33M +$591K +6,680 +13%
MBTD
1308
Mechanics Bank - Trust Department
California
$5.33M -$74.3K -840 -1%
LSAG
1309
Lake Street Advisors Group
New Hampshire
$5.32M +$142K +1,600 +3%
ACM
1310
Avalon Capital Management
California
$5.32M +$754K +8,520 +17%
NCGI
1311
Next Century Growth Investors
Minnesota
$5.3M -$237K -2,680 -4%
Koshinski Asset Management
1312
Koshinski Asset Management
Illinois
$5.3M +$1.32M +14,920 +35%
WP
1313
WMS Partners
Maryland
$5.3M -$67.3K -760 -1%
TCM
1314
Tradewinds Capital Management
Washington
$5.29M +$200K +2,260 +4%
LCP
1315
Legacy Capital Partners
Wisconsin
$5.25M +$93.8K +1,060 +2%
PC
1316
Provenire Capital
Minnesota
$5.25M +$5.03M +56,860 New
KCM
1317
Karp Capital Management
California
$5.23M +$19.5K +220 +0.4%
DCM
1318
Donaldson Capital Management
Indiana
$5.22M +$450K +5,080 +10%
AF
1319
Aldebaran Financial
$5.21M -$1.15M -13,040 -19%
SBSB
1320
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.17M -$5.31K -60 -0.1%
VIG
1321
Vienna Insurance Group
Poland
$5.17M +$4.96M +56,000 New
NL
1322
NVWM LLC
Pennsylvania
$5.16M -$83.2K -940 -2%
GRP
1323
Global Retirement Partners
California
$5.16M +$198K +2,240 +4%
LSPW
1324
Lake Street Private Wealth
Illinois
$5.14M +$184K +2,080 +4%
SIC
1325
SFE Investment Counsel
California
$5.12M -$38.9K -440 -0.8%