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Name Holding Trade Value Shares
Change
Change in
Stake
VAG
1701
VisionPoint Advisory Group
Texas
$6.59M +$1.4M +8,820 +26%
PPG
1702
Peak Planning Group
Colorado
$6.58M +$146K +920 +2%
EH
1703
Employers Holdings
Nevada
$6.58M
CT
1704
Clearstead Trust
Maine
$6.58M -$4.67M -29,480 -41%
SCI
1705
Stableford Capital II
Arizona
$6.56M -$1.21M -7,620 -15%
IWA
1706
Intercontinental Wealth Advisors
Texas
$6.56M +$815K +5,140 +14%
LS
1707
Leelyn Smith
Illinois
$6.55M +$276K +1,740 +4%
ACM
1708
Alta Capital Management
Utah
$6.54M +$3.36M +21,220 +101%
SAF
1709
Smith Anglin Financial
Texas
$6.53M -$130K -820 -2%
EFM
1710
Ennismore Fund Management
United Kingdom
$6.53M +$2.84M +17,920 +74%
CG
1711
Cutler Group
California
$6.49M -$45.7M -288,160 -87%
MWA
1712
Martel Wealth Advisors
Washington
$6.49M -$124K -780 -2%
EWM
1713
Executive Wealth Management
Michigan
$6.48M +$1.01M +6,360 +18%
FIM
1714
Fernwood Investment Management
Massachusetts
$6.48M +$200K +1,260 +3%
WFG
1715
Wills Financial Group
Virginia
$6.47M +$349K +2,200 +6%
S
1716
Surevest
California
$6.46M -$885K -5,580 -12%
CWC
1717
Carolinas Wealth Consulting
North Carolina
$6.46M -$25.4K -160 -0.4%
AWS
1718
Arkfeld Wealth Strategies
Nebraska
$6.46M +$66.6K +420 +1%
CIM
1719
CIM Investment Management
Pennsylvania
$6.44M -$124K -780 -2%
CRCM
1720
Crystal Rock Capital Management
Illinois
$6.44M -$476K -3,000 -7%
BW
1721
Bison Wealth
Georgia
$6.43M -$12.7K -80 -0.2%
VF
1722
Virtu Financial
New York
$6.43M +$4.73M +29,840 +255%
MSAM
1723
Moloney Securities Asset Management
Missouri
$6.43M +$520K +3,280 +9%
HLCM
1724
Hickory Lane Capital Management
New York
$6.42M +$127K +800 +2%
SRSA
1725
S.R. Schill & Associates
Washington
$6.41M -$149K -940 -2%