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Name Holding Trade Value Shares
Change
Change in
Stake
ZIMP
2226
Zimmermann Investment Management & Planning
Pennsylvania
$3.04M +$121K +960 +4%
SMG
2227
Spectrum Management Group
Indiana
$3.04M -$10.5K -83 -0.3%
PWP
2228
Pursue Wealth Partners
California
$3.04M
SIG
2229
Sky Investment Group
Connecticut
$3.04M +$37.3K +295 +1%
NEWAS
2230
N.E.W. Advisory Services
Wisconsin
$3.04M +$137K +1,080 +4%
LNWTC
2231
Laird Norton Wetherby Trust Company
Washington
$3.03M -$8.99M -71,098 -73%
WP
2232
WealthShield Partners
North Carolina
$3.03M +$2.02K +16 +0.1%
CWMGP
2233
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.03M +$460K +3,640 +16%
BFG
2234
Beacon Financial Group
Texas
$3.02M +$8.22K +65 +0.2%
VIA
2235
Vident Investment Advisory
Georgia
$3.02M -$2.98M -23,585 -38%
JFGIW
2236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.02M -$11.5M -90,640 -76%
JF
2237
JSF Financial
California
$3.01M +$374K +2,958 +12%
GWM
2238
Graybill Wealth Management
Illinois
$3.01M +$23.1K +183 +0.7%
PGAM
2239
Princeton Global Asset Management
New Jersey
$3.01M -$15.2K -120 -0.4%
AWM
2240
Accel Wealth Management
Iowa
$3.01M
RFN
2241
RDA Financial Network
Iowa
$3.01M +$123K +973 +4%
AC
2242
Asio Capital
Kentucky
$3M +$1.25M +9,902 +59%
PHS
2243
Pekin Hardy Strauss
Illinois
$3M -$137K -1,080 -4%
SFPG
2244
Stonebridge Financial Planning Group
Florida
$3M +$49.2K +389 +1%
SFG
2245
Snider Financial Group
Washington
$3M +$99.6K +788 +3%
AL
2246
Aspiriant LLC
California
$3M +$145K +1,144 +5%
SC
2247
Skylands Capital
Wisconsin
$3M -$1.43M -11,300 -30%
MA
2248
Modus Advisors
Minnesota
$2.99M +$45.8K +362 +1%
NAS
2249
Nicolet Advisory Services
Wisconsin
$2.99M +$248K +1,964 +8%
LOAMU
2250
Lombard Odier Asset Management (USA)
New York
$2.99M -$2.57M -20,362 -43%