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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
2076
SS&H Financial Advisors
Michigan
$3.27M +$3.85M +30,775 New
AWM
2077
Accurate Wealth Management
Florida
$3.27M -$725K -5,793 -17%
AHB
2078
Abner Herrman & Brock
New Jersey
$3.27M -$47.6K -380 -1%
FANJ
2079
Financial Architects (New Jersey)
New Jersey
$3.26M +$195K +1,555 +5%
PFG
2080
Peterson Financial Group
Iowa
$3.26M +$417K +3,336 +12%
CFA
2081
Capstone Financial Advisors
Illinois
$3.26M +$205K +1,641 +6%
RC
2082
RBF Capital
California
$3.26M -$2.38M -19,000 -95%
IDP
2083
In-Depth Partners
Florida
$3.25M -$1.42M -11,320 -27%
WR
2084
WD Rutherford
Oregon
$3.25M +$67.6K +540 +2%
KWM
2085
Keebeck Wealth Management
Illinois
$3.25M -$1.1M -8,754 -22%
WCM
2086
Wunderlich Capital Managemnt
Tennessee
$3.25M +$66.7K +533 +2%
CBFP
2087
Cedar Brook Financial Partners
Ohio
$3.24M -$57.1K -456 -1%
TCA
2088
Taconic Capital Advisors
New York
$3.24M +$939K +7,500 +33%
FWI
2089
Facet Wealth Inc
Maryland
$3.24M +$69.4K +555 +2%
TC
2090
Trust Company
Kansas
$3.23M -$361K -2,883 -9%
PIM
2091
Parker Investment Management
California
$3.22M -$17.7M -141,400 -82%
AL
2092
ACAS LLC
California
$3.22M +$210K +1,682 +8%
CP
2093
Cumberland Partners
Ontario, Canada
$3.21M -$2.83M -22,600 -43%
RG
2094
Richelieu Gestion
France
$3.21M -$45.9K -367 -1%
WIA
2095
World Investment Advisors
California
$3.21M +$580K +4,632 +25%
BCM
2096
Brown Capital Management
Maryland
$3.2M
EPC
2097
Emerson Point Capital
New York
$3.2M
PWS
2098
Peloton Wealth Strategists
Indiana
$3.2M +$776K +6,200 +26%
SSWG
2099
Seven Springs Wealth Group
Tennessee
$3.19M -$154K -1,227 -4%
JWM
2100
Jeppson Wealth Management
California
$3.19M +$167K +1,335 +5%