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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1076
Kathmere Capital Management
Pennsylvania
$1.21M +$28.3K +98 +4%
DMBA
1077
Deseret Mutual Benefit Administrators
Utah
$1.2M -$134K -464 -14%
LMFP
1078
Larry Mathis Financial Planning
Arizona
$1.2M +$808K +2,792 New
KCP
1079
Kera Capital Partners
California
$1.2M -$12.7K -44 -2%
KWM
1080
Kingsman Wealth Management
Florida
$1.2M +$803K +2,778 New
RIM
1081
Redwood Investment Management
Arizona
$1.19M -$1.11M -3,824 -58%
SHJ
1082
Sharkey, Howes & Javer
Colorado
$1.19M – – –
HAS
1083
Holland Advisory Services
Florida
$1.18M -$29.8K -103 -4%
WWM
1084
Whalen Wealth Management
Nevada
$1.18M +$789K +2,728 New
HAS
1085
HBW Advisory Services
California
$1.18M -$407K -1,408 -34%
GCA
1086
Gallagher Capital Advisors
Texas
$1.18M +$3.47K +12 +0.4%
RCM
1087
Raleigh Capital Management
North Carolina
$1.17M +$485K +1,678 +161%
PCG
1088
Prosperity Consulting Group
Maryland
$1.17M +$787K +2,720 New
CG
1089
CFO4Life Group
Texas
$1.17M +$13.3K +46 +2%
JTF
1090
J. Team Financial
Texas
$1.17M -$24.6K -85 -3%
MF
1091
Milford Funds
$1.17M +$784K +2,709 New
SSWG
1092
Seven Springs Wealth Group
Tennessee
$1.17M -$46.3K -160 -6%
SCM
1093
Sandler Capital Management
New York
$1.17M +$782K +2,703 New
HAIM
1094
Hunter Associates Investment Management
Pennsylvania
$1.16M -$2.89K -10 -0.4%
ONB
1095
Old National Bancorp
Indiana
$1.16M +$311K +1,075 +67%
V
1096
ViaWealth
Kansas
$1.16M -$147K -509 -16%
PCM
1097
Princeton Capital Management
New Jersey
$1.15M -$304K -1,051 -28%
PTC
1098
Private Trust Company
Ohio
$1.14M +$175K +606 +30%
MFIM
1099
Mesirow Financial Investment Management
Illinois
$1.14M +$83.6K +289 +12%
HPC
1100
HM Payson & Co
Maine
$1.14M – – –