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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2801
TCP Asset Management
Ohio
$639K -$931 -5 -0.1%
RCG
2802
Ridge Creek Global
Ohio
$638K -$12.1K -65 -2%
FGC
2803
Financial Gravity Companies
Texas
$638K +$716K +3,849 New
WWA
2804
Wisconsin Wealth Advisors
Wisconsin
$637K -$2.42K -13 -0.3%
SNB
2805
Security National Bank
Nebraska
$636K +$16.4K +88 +2%
VMMC
2806
V.M. Manning & Co
South Carolina
$635K +$713K +3,832 New
ACM
2807
Aljian Capital Management
Nevada
$634K -$4.47K -24 -0.6%
SAM
2808
Sagewood Asset Management
New York
$634K +$227K +1,222 +47%
OIM
2809
Oder Investment Management
California
$634K +$2.61K +14 +0.4%
BSTWA
2810
Blake Schutter Theil Wealth Advisors
Ohio
$633K -$6.7K -36 -0.9%
JC
2811
JM2 Capital
Oklahoma
$633K -$3.91K -21 -0.5%
RMSCM
2812
R.M. Sincerbeaux Capital Management
New York
$633K
SWP
2813
Summit Wealth Partners
Florida
$631K +$2.61K +14 +0.4%
AFO
2814
Arrowroot Family Office
California
$630K +$14.7K +79 +2%
CPCM
2815
Cardinal Point Capital Management
Ontario, Canada
$630K +$46.5K +250 +7%
GPWM
2816
Grant Private Wealth Management
California
$630K +$79.3K +426 +13%
MSWM
2817
McGlone Suttner Wealth Management
Wisconsin
$630K +$1.68K +9 +0.2%
SWA
2818
SOA Wealth Advisors
New York
$630K -$11.2K -60 -2%
AWM
2819
Avondale Wealth Management
Texas
$629K
JKA
2820
Jones Kertz & Associates
Minnesota
$629K -$9.31K -50 -1%
HIC
2821
Hamrick Investment Counsel
Washington
$627K -$429K -2,304 -38%
NFG
2822
Northbridge Financial Group
Florida
$626K +$56.4K +303 +9%
RCP
2823
Rothschild Capital Partners
New York
$625K +$186 +1 +0%
CCA
2824
Cottonwood Capital Advisors
Utah
$624K +$1.3K +7 +0.2%
TFS
2825
Targeted Financial Services
Florida
$624K +$90.5K +486 +15%