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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1851
Synergy Financial Group
California
$3.45M -$486K -4,919 -11%
MW
1852
Marcum Wealth
Ohio
$3.44M +$106K +1,075 +3%
SWP
1853
Strategic Wealth Partners
Ohio
$3.44M +$431K +4,360 +12%
ZF
1854
Zhang Financial
Michigan
$3.43M -$334K -3,386 -8%
AGAM
1855
Audent Global Asset Management
California
$3.43M -$882K -8,927 -18%
HIM
1856
Herald Investment Management
United Kingdom
$3.42M +$859K +8,700 +27%
GCM
1857
Greenland Capital Management
New York
$3.41M +$4.01M +40,638 New
MWM
1858
Merriman Wealth Management
Washington
$3.41M -$733K -7,416 -15%
CF
1859
Clarity Financial
Texas
$3.41M +$1.77M +17,947 +79%
LFP
1860
Leeward Financial Partners
Washington
$3.4M -$220K -2,226 -5%
CFMC
1861
Curbstone Financial Management Corp
New Hampshire
$3.4M +$164K +1,660 +4%
MMM
1862
Mendel Money Management
Illinois
$3.39M -$37.3K -378 -0.9%
TA
1863
Tiedemann Advisors
New York
$3.38M -$249K -2,523 -6%
DC
1864
DeDora Capital
California
$3.38M +$15.9K +161 +0.4%
RA
1865
RiverPark Advisors
New York
$3.38M -$2.59M -26,179 -39%
KA
1866
Klingman & Associates
New York
$3.38M -$485K -4,906 -11%
GIM
1867
Goelzer Investment Management
Indiana
$3.38M -$826K -8,358 -17%
SIM
1868
Stratos Investment Management
Ohio
$3.37M -$3.2M -32,344 -45%
CGIM
1869
Capital Group Investment Management
Singapore
$3.37M +$3.96M +40,107 New
FHC
1870
Forest Hill Capital
Arkansas
$3.36M
3CP
1871
3G Capital Partners
New York
$3.36M +$1.48M +15,000 +60%
RCAP
1872
Resolute Capital Asset Partners
Colorado
$3.36M +$2.47M +25,000 +167%
GIM
1873
Grassi Investment Management
California
$3.35M -$736K -7,450 -16%
PP
1874
Patron Partners
Texas
$3.35M +$26.8K +271 +0.7%
EWA
1875
EverSource Wealth Advisors
Alabama
$3.34M +$698K +7,067 +22%