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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
826
LJI Wealth Management
Indiana
$2.19M -$12.1K -53 -0.5%
IA
827
IFP Advisors
Florida
$2.19M -$231K -1,016 -8%
WWM
828
Western Wealth Management
Colorado
$2.19M +$603K +2,648 +32%
PH
829
Pinnacle Holdings
Oklahoma
$2.18M +$294K +1,290 +13%
SWP
830
Sagespring Wealth Partners
Tennessee
$2.18M -$49.2K -216 -2%
EWM
831
Evercore Wealth Management
New York
$2.18M -$134K -587 -5%
DOA
832
D'Orazio & Associates
Virginia
$2.16M +$346K +1,520 +16%
KF
833
Krilogy Financial
Missouri
$2.16M +$531K +2,332 +31%
MAS
834
Meeder Advisory Services
Ohio
$2.15M +$181K +797 +8%
GAA
835
Global Assets Advisory
Florida
$2.15M +$1.37K +6 +0.1%
DGM
836
Delta Global Management
New York
$2.15M +$2.46M +10,781 New
ACM
837
Alessandra Capital Management
California
$2.14M +$106K +464 +5%
HSA
838
HBK Sorce Advisory
Pennsylvania
$2.1M +$44.2K +194 +2%
VCA
839
Verdence Capital Advisors
Maryland
$2.09M -$20.7K -91 -0.9%
SIM
840
Sterling Investment Management
Arizona
$2.08M -$59.7K -262 -2%
JRPIM
841
Journey Retirement Planning & Investment Management
Idaho
$2.08M -$6.7M -29,421 -74%
GWP
842
Gateway Wealth Partners
Wisconsin
$2.08M +$1.39M +6,096 +140%
BFA
843
Benedict Financial Advisors
Georgia
$2.08M +$187K +823 +9%
BFM
844
Boothbay Fund Management
New York
$2.08M +$644K +2,826 +37%
CGH
845
Crossmark Global Holdings
Texas
$2.07M +$13.9K +61 +0.6%
GWMR
846
GC Wealth Management RIA
Massachusetts
$2.07M -$192K -842 -8%
MHC
847
May Hill Capital
Massachusetts
$2.06M +$2.36M +10,360 New
WCMN
848
Westchester Capital Management (Nebraska)
Nebraska
$2.06M
HWM
849
Horizon Wealth Management
Illinois
$2.06M
SAM
850
Smithbridge Asset Management
Pennsylvania
$2.05M +$2.35M +10,304 New