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Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1801
Delta Investment Management
California
$13.3M +$1.94M +9,820 +19%
LG
1802
LaFleur & Godfrey
Michigan
$13.3M +$1.43M +7,227 +14%
TWM
1803
Tradition Wealth Management
Minnesota
$13.3M +$65.5K +331 +0.5%
AAS
1804
Ameritas Advisory Services
Nebraska
$13.3M -$8.19M -41,390 -41%
KLCM
1805
KG&L Capital Management
Louisiana
$13.3M +$807K +4,076 +7%
KWMG
1806
King Wealth Management Group
Florida
$13.3M +$770K +3,889 +7%
MCM
1807
Maytus Capital Management
New York
$13.3M +$7.29M +36,823 +156%
HH
1808
HWG Holdings
Texas
$13.3M +$671K +3,389 +6%
LS
1809
Leelyn Smith
Illinois
$13.3M +$219K +1,108 +2%
WP
1810
WealthPLAN Partners
Nebraska
$13.3M -$915K -4,622 -7%
PTB
1811
Pioneer Trust Bank
Oregon
$13.2M +$194K +980 +2%
BPC
1812
Bearing Point Capital
Minnesota
$13.2M +$745K +3,764 +7%
PPWP
1813
Premier Path Wealth Partners
New Jersey
$13.2M +$49.3K +249 +0.4%
SOS
1814
Silver Oak Securities
Tennessee
$13.2M +$419K +2,119 +4%
WE
1815
Wealth Effects
Massachusetts
$13.1M +$192K +970 +2%
PCS
1816
Personal CFO Solutions
New Jersey
$13.1M -$1.01M -5,099 -8%
IA
1817
IFG Advisory
Georgia
$13.1M +$727K +3,673 +7%
CG
1818
CFO4Life Group
Texas
$13.1M +$53.2K +269 +0.5%
TWP
1819
Tyche Wealth Partners
Texas
$13.1M +$767K +3,875 +7%
BHPW
1820
Beverly Hills Private Wealth
California
$13M +$50.3K +254 +0.4%
PWS
1821
Peterson Wealth Services
Utah
$13M +$125K +634 +1%
CPC
1822
Congress Park Capital
New York
$13M +$146K +737 +1%
MBTD
1823
Mechanics Bank - Trust Department
California
$13M -$1.38M -6,992 -11%
CT
1824
Chicago Trust
Illinois
$13M +$1.87M +9,446 +19%
IDP
1825
In-Depth Partners
Florida
$13M -$308K -1,554 -3%