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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
1501
Wimmer Associates 1
California
$2.58M +$20.6K +135 +0.8%
FBC
1502
Fairfield, Bush & Co
Connecticut
$2.58M -$219K -1,436 -8%
CCM
1503
Cohen Capital Management
California
$2.58M – – –
CFG
1504
Cooper Financial Group
California
$2.58M +$13.6K +89 +0.5%
GWM
1505
GSB Wealth Management
Connecticut
$2.57M -$60.2K -395 -2%
Western Wealth Management
1506
Western Wealth Management
Colorado
$2.57M +$78.4K +515 +3%
NP
1507
Nilsine Partners
Colorado
$2.57M -$57K -374 -2%
NFC
1508
Northstar Financial Companies
Pennsylvania
$2.57M +$497K +3,263 +24%
FSWA
1509
Financial Synergies Wealth Advisors
Texas
$2.57M +$41.6K +273 +2%
EAN
1510
Excelsior Advisor Network
Colorado
$2.56M +$2.56M +16,797 New
IFG Advisory
1511
IFG Advisory
Georgia
$2.56M +$137K +901 +6%
GWP
1512
Gen-Wealth Partners
Michigan
$2.55M +$263K +1,728 +11%
FCCM
1513
First City Capital Management
Georgia
$2.55M +$408K +2,676 +19%
MSFS
1514
Main Street Financial Solutions
Pennsylvania
$2.54M -$304K -1,993 -11%
DAS
1515
DMKC Advisory Services
Iowa
$2.54M +$375K +2,463 +17%
LCWM
1516
Legacy Capital Wealth Management
Texas
$2.54M +$2.54M +16,655 New
CAM
1517
Costello Asset Management
Pennsylvania
$2.54M +$46.9K +308 +2%
CWS
1518
Cypress Wealth Services
California
$2.53M +$986K +6,475 +64%
STS
1519
SG Trading Solutions
Utah
$2.52M +$2.52M +16,558 New
CCFM
1520
Clear Creek Financial Management
Washington
$2.52M +$19.3K +127 +0.8%
OP
1521
ORG Partners
Indiana
$2.52M +$463K +3,038 +23%
IIA
1522
Integral Investment Advisors
California
$2.51M +$83K +545 +3%
PFGIA
1523
Patriot Financial Group Insurance Agency
Massachusetts
$2.5M +$1.15M +7,570 +85%
CFM
1524
Capricorn Fund Managers
United Kingdom
$2.49M -$399K -2,622 -14%
SF
1525
Symphony Financial
Texas
$2.49M -$1.51M -9,932 -38%