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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1876
Resurgent Financial Advisors
Georgia
$1.54M -$19.8K -128 -1%
Chicago Capital
1877
Chicago Capital
Illinois
$1.53M -$257K -1,662 -14%
WC
1878
Waterloo Capital
Texas
$1.53M +$291K +1,876 +23%
DIP
1879
DT Investment Partners
Pennsylvania
$1.53M -$671K -4,335 -31%
MSA
1880
Marino Stram & Associates
Massachusetts
$1.53M +$187K +1,210 +14%
AWM
1881
Aries Wealth Management
Maine
$1.53M +$94.3K +609 +7%
FPL
1882
Fortress Private Ledger
North Carolina
$1.53M -$64.4K -416 -4%
TCBWMS
1883
Texas Capital Bank Wealth Management Services
Texas
$1.52M +$181K +1,167 +14%
CCIA
1884
Campbell & Co Investment Adviser
Maryland
$1.52M +$565K +3,645 +59%
API
1885
Asset Planning Inc
California
$1.52M +$22.6K +146 +2%
IFU
1886
iSAM Funds (UK)
United Kingdom
$1.52M +$1.51M +9,777 New
AA
1887
Alta Advisers
United Kingdom
$1.52M +$238K +1,535 +19%
FC
1888
Fusion Capital
South Carolina
$1.51M +$230K +1,488 +18%
BW
1889
BXM Wealth
Colorado
$1.51M +$180K +1,162 +14%
WAS
1890
Wealth Advisory Solutions
Indiana
$1.51M +$2.63K +17 +0.2%
EWA
1891
Etesian Wealth Advisors
Oregon
$1.51M -$22.6K -146 -1%
RWA
1892
Redhawk Wealth Advisors
Minnesota
$1.51M +$136K +880 +10%
WPA
1893
West Paces Advisors
Georgia
$1.51M -$35.9K -232 -2%
MKC
1894
M. Kraus & Co
Vermont
$1.5M -$12.9K -83 -0.8%
VCM
1895
Versant Capital Management
Arizona
$1.5M +$605K +3,908 +68%
CWM
1896
Chemistry Wealth Management
New York
$1.5M +$18.7K +121 +1%
FFA
1897
Florida Financial Advisors
Florida
$1.49M +$652K +4,208 +78%
Heritage Wealth Advisors
1898
Heritage Wealth Advisors
Virginia
$1.49M – – –
SRA
1899
Secured Retirement Advisors
Minnesota
$1.49M -$438K -2,826 -23%
KA
1900
Kercheville Advisors
Texas
$1.48M +$1.48M +9,551 New