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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1001
Strategy Asset Managers
California
$338K +$11.2K +65 +3%
RCA
1002
Resonant Capital Advisors
Wisconsin
$337K -$91.1K -527 -21%
AIM
1003
Advyzon Investment Management
Illinois
$337K +$61.2K +354 +22%
CGA
1004
Crescent Grove Advisors
Illinois
$336K
SW
1005
Simplicity Wealth
New Jersey
$336K +$88.7K +513 +35%
TWIM
1006
TIAA Wealth Investment Management
New York
$336K +$135K +783 +66%
MWM
1007
Maridea Wealth Management
New York
$333K +$339K +1,961 New
Bank Julius Baer & Co
1008
Bank Julius Baer & Co
Switzerland
$333K
CCA
1009
Childress Capital Advisors
Texas
$330K -$31.5K -182 -9%
PFA
1010
Pure Financial Advisors
California
$329K +$10.4K +60 +3%
WSFS
1011
Wilmington Savings Fund Society
Delaware
$328K +$692 +4 +0.2%
RFA
1012
Resurgent Financial Advisors
Georgia
$328K -$51.9K -300 -13%
NSAM
1013
North Star Asset Management
Wisconsin
$327K
BC
1014
Burney Company
Virginia
$327K +$332K +1,920 New
CIG
1015
Cairn Investment Group
Washington
$326K
PFG
1016
PAX Financial Group
Texas
$325K -$187K -1,080 -36%
AFP
1017
Ausdal Financial Partners
Iowa
$323K -$23.9K -138 -7%
BA
1018
Ballast Advisors
Minnesota
$320K -$38K -220 -10%
WDA
1019
Wendell David Associates
New Hampshire
$318K -$51.9K -300 -14%
MWM
1020
Meridian Wealth Management
Kentucky
$317K -$259K -1,497 -45%
VAG
1021
VisionPoint Advisory Group
Texas
$316K -$21.8K -126 -6%
WF
1022
Wayfinding Financial
Washington
$316K -$37.9K -219 -11%
MWM
1023
Modern Wealth Management
Kansas
$314K +$319K +1,846 New
OC
1024
Oarsman Capital
Wisconsin
$312K +$35.3K +204 +13%
OWA
1025
Outlook Wealth Advisors
Texas
$310K +$4.5K +26 +1%