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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1776
Regent Peak Wealth Advisors
Georgia
$583K -$3.75K -14 -0.6%
IWA
1777
IVC Wealth Advisors
Pennsylvania
$583K +$5.62K +21 +0.9%
BFC
1778
Blue Fin Capital
Rhode Island
$580K -$33.2K -124 -5%
LJAC
1779
L.J. Altfest & Co
New York
$580K -$355K -1,325 -37%
VAM
1780
Vienna Asset Management
California
$578K +$43.3K +162 +8%
AWM
1781
Accel Wealth Management
Iowa
$577K +$104K +387 +21%
1CP
1782
17 Capital Partners
Arizona
$576K -$188K -704 -24%
CCA
1783
Childress Capital Advisors
Texas
$576K -$30.2K -113 -5%
IWM
1784
Iams Wealth Management
Nebraska
$576K +$599K +2,239 New
PCG
1785
Prosperity Consulting Group
Maryland
$575K +$64K +239 +12%
NWA
1786
New World Advisors
Massachusetts
$574K -$2.14K -8 -0.4%
CA
1787
Crumly & Associates
Illinois
$574K +$9.9K +37 +2%
HFM
1788
Hartford Funds Management
Pennsylvania
$574K +$10.7K +40 +2%
SGI
1789
Summit Global Investments
Utah
$574K +$242K +905 +68%
LCGC
1790
Legacy Capital Group California
California
$572K +$595K +2,224 New
DPIM
1791
Duff & Phelps Investment Management
Illinois
$572K -$2.41M -8,993 -80%
CIAS
1792
Capital Investment Advisory Services
North Carolina
$571K +$6.15K +23 +1%
IA
1793
IFG Advisory
Georgia
$569K +$592K +2,211 New
HL
1794
HeadInvest LLC
Maine
$568K -$58.9K -220 -9%
AWM
1795
Accurate Wealth Management
Florida
$567K +$223K +835 +59%
GKWIM
1796
Gerber Kawasaki Wealth & Investment Management
California
$565K +$49.5K +185 +9%
AIA
1797
Alera Investment Advisors
Illinois
$562K +$352K +1,315 +151%
MCP
1798
Mirador Capital Partners
California
$561K -$8.03K -30 -1%
MA
1799
Montag & Associates
Georgia
$559K -$1.14M -4,262 -66%
HCM
1800
Hengehold Capital Management
Ohio
$557K -$36.7K -137 -6%