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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1926
Carmel Capital Partners
California
$285K +$92.4K +2,070 +47%
MHR
1927
Matthew Hamilton Rosenberg
$285K +$5.27K +118 +2%
AMG
1928
Asset Management Group
Connecticut
$285K +$1.83K +41 +0.6%
FG
1929
Foster Group
Iowa
$284K +$16.3K +366 +6%
IGWM
1930
ICA Group Wealth Management
Colorado
$284K +$42.7K +956 +18%
FA
1931
Fagan Associates
New York
$284K +$5.85K +131 +2%
FA
1932
Faithward Advisors
Pennsylvania
$283K -$12.9K -290 -4%
ACP
1933
Arcus Capital Partners
Georgia
$282K
Parallax Volatility Advisers
1934
Parallax Volatility Advisers
California
$282K +$284K +6,360 New
JAG
1935
Journey Advisory Group
Kentucky
$282K
RPWA
1936
Regent Peak Wealth Advisors
Georgia
$282K +$8.62K +193 +3%
LFP
1937
Lakeshore Financial Planning
Michigan
$281K +$283K +6,343 New
MSA
1938
Marino Stram & Associates
Massachusetts
$280K -$2.37K -53 -0.8%
WAG
1939
Winthrop Advisory Group
Massachusetts
$280K -$28.5K -639 -9%
I2I
1940
Insight 2811 Inc
Illinois
$279K -$17.9K -400 -6%
MS
1941
Maven Securities
Jersey
$279K +$281K +6,300 New
MSRI
1942
Michael S. Ryan Inc
New York
$279K +$35.3K +791 +13%
SSW
1943
Smith Shellnut Wilson
Mississippi
$279K -$75.9K -1,700 -21%
IPW
1944
Invictus Private Wealth
Colorado
$279K +$281K +6,290 New
AC
1945
Apella Capital
Connecticut
$279K -$10.6K -238 -4%
H
1946
HoyleCohen
California
$278K +$280K +6,276 New
W
1947
Wealthquest
Ohio
$278K -$4.82K -108 -2%
OWA
1948
One Wealth Advisors
California
$277K +$279K +6,257 New
PIMG
1949
Patriot Investment Management Group
Tennessee
$277K +$89 +2 +0%
IFS
1950
Ifrah Financial Services
Arkansas
$276K -$1.07K -24 -0.4%