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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
2051
Wendell David Associates
New Hampshire
$7.42M -$167 -1 -0%
FIM
2052
Freedom Investment Management
Connecticut
$7.41M +$14K +84 +0.2%
WP
2053
WealthShield Partners
North Carolina
$7.41M +$442K +2,645 +7%
ACM
2054
Ayrshire Capital Management
Connecticut
$7.4M +$35.2K +211 +0.5%
KOC
2055
Koss-Olinger Consulting
Florida
$7.4M +$1.64M +9,829 +32%
SGDR
2056
SPX Gestao de Recursos
Brazil
$7.4M +$6.84M +41,000 New
SHFA
2057
SS&H Financial Advisors
Michigan
$7.38M -$66.8K -400 -1%
HGERS
2058
Householder Group Estate & Retirement Specialist
Arizona
$7.36M +$332K +1,987 +5%
ACS
2059
Archford Capital Strategies
Illinois
$7.36M +$167K +999 +3%
SDH
2060
Sloy Dahl & Holst
Washington
$7.35M +$26K +156 +0.4%
PP
2061
PDS Planning
Ohio
$7.35M +$279K +1,670 +4%
AWM
2062
Aries Wealth Management
Maine
$7.34M -$118K -709 -2%
BHPW
2063
Beverly Hills Private Wealth
California
$7.34M +$488K +2,923 +8%
PCM
2064
Prelude Capital Management
New York
$7.33M -$1.94M -11,622 -22%
OLA
2065
Oliver Luxxe Assets
New Jersey
$7.33M -$79.8K -478 -1%
TGAM
2066
TBH Global Asset Management
Tennessee
$7.31M +$833K +4,991 +14%
SMC
2067
Smith, Moore & Co
Missouri
$7.3M +$70.3K +421 +1%
BFWM
2068
Bright Futures Wealth Management
New York
$7.29M +$6.15M +36,840 New
WPWM
2069
Western Pacific Wealth Management
Illinois
$7.27M +$74.3K +445 +1%
HIM
2070
Harbour Investment Management
Washington
$7.27M -$45.1K -270 -0.7%
AFA
2071
Arlington Financial Advisors
California
$7.26M -$604K -3,616 -8%
MDSL
2072
M.D. Sass LLC
New York
$7.24M +$184K +1,100 +3%
CWP
2073
Concord Wealth Partners
Virginia
$7.24M +$1.45M +8,687 +28%
VCM
2074
Violich Capital Management
California
$7.22M +$179K +1,070 +3%
CLCM
2075
Center Lake Capital Management
Florida
$7.22M -$9.18M -55,000 -58%