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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2051
StrongBox Wealth
Missouri
$2.03M +$2.02M +20,840 New
AR
2052
Advisory Research
Illinois
$2.02M +$987K +10,200 +97%
OCM
2053
One Capital Management
California
$2.02M +$203K +2,100 +11%
TSW
2054
Thompson Siegel & Walmsley
Virginia
$2.01M -$112K -1,160 -5%
PWMAG
2055
Pinnacle Wealth Management Advisory Group
New Jersey
$2.01M +$271K +2,800 +16%
LWM
2056
Laidlaw Wealth Management
New York
$2M +$134K +1,380 +7%
AB
2057
Atlas Brown
Kentucky
$2M +$118K +1,220 +6%
MA
2058
Modus Advisors
Minnesota
$2M +$120K +1,240 +6%
BZWA
2059
Blue Zone Wealth Advisors
California
$1.99M +$1.49M +15,440 +313%
HT
2060
Heritage Trust
Oklahoma
$1.99M +$1.37M +14,120 +226%
NB
2061
Nicolet Bankshares
Wisconsin
$1.98M +$42.6K +440 +2%
SP
2062
SWS Partners
Ohio
$1.98M +$1.97M +20,340 New
WAG
2063
Winthrop Advisory Group
Massachusetts
$1.98M -$197K -2,040 -9%
MFG
2064
Merit Financial Group
Georgia
$1.98M +$126K +1,300 +7%
KTC
2065
Kistler-Tiffany Companies
Pennsylvania
$1.98M
PC
2066
PA Capital
Virginia
$1.97M +$44.5K +460 +2%
QSS
2067
Quantitative Systematic Strategies
Florida
$1.97M -$2.47M -25,500 -56%
PHAM
2068
Portland Hill Asset Management
United Kingdom
$1.97M -$213K -2,200 -10%
SFO
2069
Stokes Family Office
Louisiana
$1.97M +$151K +1,560 +8%
CWA
2070
Clarus Wealth Advisors
Arizona
$1.96M -$44.5K -460 -2%
WAOTB
2071
Wealth Advisors of Tampa Bay
Florida
$1.96M -$31K -320 -2%
SAM
2072
SP Asset Management
California
$1.96M +$190K +1,960 +11%
TWM
2073
Titus Wealth Management
California
$1.96M +$329K +3,400 +20%
SXL
2074
Summit X LLC
Missouri
$1.96M +$952K +9,840 +97%
SIG
2075
Sky Investment Group
Connecticut
$1.95M +$197K +2,040 +11%