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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1801
Visionary Wealth Advisors
Illinois
$11.5M +$414K +1,906 +3%
CS
1802
CapitalatWork SA
$11.5M -$92.2K -425 -0.7%
LHC
1803
Little House Capital
Massachusetts
$11.5M -$1.42M -6,541 -10%
TWM
1804
Tradition Wealth Management
Minnesota
$11.5M +$542K +2,499 +4%
FCM
1805
Family Capital Management
Michigan
$11.4M +$101K +467 +0.8%
PPWP
1806
Premier Path Wealth Partners
New Jersey
$11.4M -$1.36M -6,271 -9%
RCM
1807
RNC Capital Management
California
$11.4M -$365K -1,682 -3%
TM
1808
TigerOak Management
New Mexico
$11.4M +$17.8K +82 +0.1%
CT
1809
Colonial Trust
South Carolina
$11.4M -$306K -1,408 -2%
FMTC
1810
Farmers & Merchants Trust Company
California
$11.3M -$259K -1,193 -2%
PR
1811
Payden & Rygel
California
$11.3M -$5.61M -25,870 -30%
CG
1812
CFO4Life Group
Texas
$11.3M +$304K +1,402 +2%
MIA
1813
MainStreet Investment Advisors
Illinois
$11.3M +$37.3K +172 +0.3%
LS
1814
Leelyn Smith
Illinois
$11.3M +$138K +636 +1%
PTB
1815
Pioneer Trust Bank
Oregon
$11.3M +$469K +2,160 +4%
VA
1816
Valmark Advisers
Ohio
$11.3M -$463K -2,134 -3%
BHPW
1817
Beverly Hills Private Wealth
California
$11.3M +$366K +1,688 +3%
EFG
1818
Ethos Financial Group
Pennsylvania
$11.2M +$6.28M +28,949 +126%
MA
1819
Mezzasalma Advisors
New Jersey
$11.2M -$75.1K -346 -0.6%
WG
1820
Welch Group
Alabama
$11.2M +$168K +775 +1%
WE
1821
Wealth Effects
Massachusetts
$11.2M -$362K -1,666 -3%
PWS
1822
Peterson Wealth Services
Utah
$11.2M +$446K +2,055 +4%
SOS
1823
Silver Oak Securities
Tennessee
$11.2M -$63.1K -291 -0.5%
CPC
1824
Congress Park Capital
New York
$11.2M -$843K -3,886 -6%
CCIA
1825
Cherry Creek Investment Advisors
Colorado
$11.1M -$600K -2,765 -5%