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Name Holding Trade Value Shares
Change
Change in
Stake
FWI
2051
Facet Wealth Inc
Maryland
$8.32M +$509K +2,773 +6%
CFP
2052
Catalyst Financial Partners
Massachusetts
$8.32M +$729K +3,968 +10%
CCFM
2053
Clear Creek Financial Management
Washington
$8.31M -$282K -1,533 -3%
HFA
2054
Harbert Fund Advisors
Alabama
$8.31M
ACS
2055
Archford Capital Strategies
Illinois
$8.29M +$388K +2,113 +5%
EFG
2056
Everhart Financial Group
Ohio
$8.28M +$998K +5,430 +14%
APGDR
2057
Absoluto Partners Gestao de Recursos
Brazil
$8.27M -$1.01M -5,473 -11%
SCG
2058
Sonata Capital Group
Washington
$8.26M -$117K -635 -1%
SIM
2059
Sentry Investment Management
Wisconsin
$8.24M -$1.6M -8,731 -17%
APWM
2060
Argonautica Private Wealth Management
Massachusetts
$8.23M +$7.16K +39 +0.1%
MFS
2061
Mattson Financial Services
Michigan
$8.21M +$7.8M +42,480 New
SOS
2062
Silver Oak Securities
Tennessee
$8.18M +$33.6K +183 +0.4%
KC
2063
Knuff & Co
California
$8.18M -$55.1K -300 -0.7%
GIM
2064
Guardian Investment Management
California
$8.17M +$5.95M +32,410 +473%
GCS
2065
Gordian Capital (Singapore)
Singapore
$8.17M +$1.73M +9,393 +29%
SFG
2066
Synergy Financial Group
California
$8.16M -$6.06K -33 -0.1%
WP
2067
WealthShield Partners
North Carolina
$8.16M +$210K +1,145 +3%
SCM
2068
Sterneck Capital Management
Missouri
$8.15M +$2.19M +11,916 +39%
BEI
2069
Benjamin Edwards Inc
Missouri
$8.14M +$160K +873 +2%
HCM
2070
Howard Capital Management
Georgia
$8.13M +$676K +3,682 +10%
AC
2071
Asio Capital
Kentucky
$8.12M +$97.7K +532 +1%
BL
2072
BFSG LLC
California
$8.12M +$90.7K +494 +1%
BIP
2073
Blueprint Investment Partners
North Carolina
$8.11M +$833K +4,532 +12%
MMM
2074
Mendel Money Management
Illinois
$8.1M -$62.6K -341 -0.8%
MC
2075
Metavasi Capital
New York
$8.1M -$1.29M -7,000 -14%