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Name Holding Trade Value Shares
Change
Change in
Stake
SRA
1876
Secured Retirement Advisors
Minnesota
$1.37M +$1.39M +9,198 New
TF
1877
TLWM Financial
Texas
$1.37M +$8.92K +59 +0.6%
BG
1878
Benedetti & Gucer
Georgia
$1.37M +$23.6K +156 +2%
CFCI
1879
Comprehensive Financial Consultants Institutional
Indiana
$1.36M +$1.21K +8 +0.1%
IIA
1880
IPG Investment Advisors
California
$1.36M +$1.38M +9,130 New
EFG
1881
Embree Financial Group
Illinois
$1.36M +$1.38M +9,119 New
ACM
1882
Adalta Capital Management
New York
$1.36M – – –
PBK
1883
Peoples Bank (Kansas)
Kansas
$1.36M – – –
AR
1884
Advisory Research
Illinois
$1.36M -$142K -940 -9%
FTIS
1885
First Trust Investment Solutions
Florida
$1.36M +$1.38M +9,107 New
DF Dent & Co
1886
DF Dent & Co
Maryland
$1.36M +$422K +2,788 +44%
FCM
1887
Firestone Capital Management
Florida
$1.36M – – –
CG
1888
Castellan Group
Kentucky
$1.35M +$167K +1,104 +14%
LAM
1889
LifePro Asset Management
California
$1.35M +$32.4K +214 +2%
LWM
1890
Laidlaw Wealth Management
New York
$1.35M -$598K -3,951 -30%
TWM
1891
Tradition Wealth Management
Minnesota
$1.35M -$36.1K -239 -3%
Needham Investment Management
1892
Needham Investment Management
New York
$1.34M – – –
TWM
1893
Thrive Wealth Management
Pennsylvania
$1.34M +$2.72K +18 +0.2%
AFG
1894
Allegheny Financial Group
Pennsylvania
$1.34M +$185K +1,221 +16%
SHFA
1895
SS&H Financial Advisors
Michigan
$1.34M -$140K -926 -9%
RPCONE
1896
Retirement Planning Company of New England
Rhode Island
$1.34M +$78.3K +518 +6%
SFG
1897
StrategIQ Financial Group
Indiana
$1.34M +$2.12K +14 +0.2%
CWS
1898
Cypress Wealth Services
California
$1.34M -$1.66K -11 -0.1%
GSWM
1899
Greenup Street Wealth Management
Michigan
$1.34M +$480K +3,173 +55%
Brevan Howard Capital Management
1900
Brevan Howard Capital Management
Jersey
$1.34M +$1.35M +8,952 New