Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1751
Etesian Wealth Advisors
Oregon
$1.5M -$32.5K -438 -2%
AW
1752
Atlas Wealth
Ohio
$1.49M – – –
ECM
1753
Ethos Capital Management
Pennsylvania
$1.49M +$1.44M +19,364 New
CCWA
1754
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.49M +$565K +7,618 +65%
BONH
1755
Bank of New Hampshire
New Hampshire
$1.49M +$106K +1,435 +8%
UPS
1756
UHLMANN PRICE SECURITIES
Illinois
$1.49M +$46.5K +627 +3%
CWP
1757
Concord Wealth Partners
Virginia
$1.49M +$12.5K +169 +0.9%
BCG
1758
BayBridge Capital Group
California
$1.48M +$890 +12 +0.1%
SFC
1759
SYM Financial Corp
Indiana
$1.48M +$646K +8,709 +83%
MWA
1760
Midland Wealth Advisors
Illinois
$1.48M -$262K -3,529 -16%
IA
1761
IFC Advisors
California
$1.48M – – –
BAM
1762
Brave Asset Management
New Jersey
$1.47M +$74 +1 +0%
HT
1763
Headlands Technologies
Illinois
$1.47M -$5.7M -76,849 -80%
SWM
1764
SeaCrest Wealth Management
New York
$1.47M -$216K -2,907 -13%
HFM
1765
Hartford Funds Management
Pennsylvania
$1.47M -$17.9K -241 -1%
CA
1766
Capital Advantage
California
$1.46M +$124K +1,666 +10%
BW
1767
BIP Wealth
Georgia
$1.46M +$676K +9,104 +92%
HA
1768
Herold Advisors
New York
$1.46M -$77.9K -1,050 -5%
DG
1769
DMC Group
Alabama
$1.46M +$24K +323 +2%
AWP
1770
Abacus Wealth Partners
California
$1.46M +$982K +13,229 +232%
FCA
1771
FLC Capital Advisors
California
$1.46M – – –
FFWA
1772
FRG Family Wealth Advisors
Washington
$1.46M – – –
MMG
1773
Monetary Management Group
Missouri
$1.45M -$8.16K -110 -0.6%
Members Trust
1774
Members Trust
Florida
$1.45M -$22.8K -307 -2%
PCS
1775
Personal CFO Solutions
New Jersey
$1.45M +$124K +1,669 +10%