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Name Holding Trade Value Shares
Change
Change in
Stake
RNC Capital Management
1776
RNC Capital Management
California
$568K -$2.53K -9 -0.5%
WI
1777
WrapManager Inc
California
$567K +$5.35K +19 +1%
SPWG
1778
Sage Private Wealth Group
Illinois
$565K -$24.5K -87 -5%
TCWA
1779
Turtle Creek Wealth Advisors
Texas
$564K +$497K +1,767 New
SFG
1780
Sovereign Financial Group
Connecticut
$563K +$43.1K +153 +9%
SA
1781
SRN Advisors
Pennsylvania
$563K -$334K -1,186 -40%
ACM
1782
Arcataur Capital Management
Wisconsin
$561K -$2.81K -10 -0.6%
LFS
1783
Legacy Financial Strategies
Kansas
$561K +$51.2K +182 +12%
SWM
1784
Silverlake Wealth Management
Vermont
$560K +$142K +503 +40%
LWM
1785
Liberty Wealth Management
California
$559K -$24.8K -88 -5%
KCM
1786
Kathmere Capital Management
Pennsylvania
$557K -$39.7K -141 -7%
FWA
1787
FSM Wealth Advisors
Ohio
$555K +$265K +942 +121%
EIP
1788
Ellis Investment Partners
Pennsylvania
$555K +$281 +1 +0.1%
SCP
1789
Sivia Capital Partners
California
$554K +$56.3K +200 +13%
BIM
1790
Barton Investment Management
Pennsylvania
$553K – – –
OLA
1791
Oliver Luxxe Assets
New Jersey
$552K -$87.2K -310 -15%
LSIA
1792
LaSalle St. Investment Advisors
Illinois
$550K -$74.9K -266 -13%
HWM
1793
Hemington Wealth Management
Virginia
$550K +$18K +64 +4%
Klingman & Associates
1794
Klingman & Associates
New York
$550K +$251K +893 +107%
CFG
1795
Carter Financial Group
Illinois
$550K +$485K +1,724 New
CF
1796
Centaurus Financial
California
$548K +$79.1K +281 +20%
VFG
1797
Victory Financial Group
Texas
$548K +$176K +627 +58%
RFA
1798
Reyes Financial Architecture
California
$546K +$52.6K +187 +12%
FFL
1799
Future Fund LLC
Illinois
$545K -$341K -1,212 -41%
LSPW
1800
Lake Street Private Wealth
Illinois
$545K +$2.81K +10 +0.6%