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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1776
Apexium Financial
Texas
$790K +$10.7K +113 +1%
FANJ
1777
Financial Architects (New Jersey)
New Jersey
$790K -$40.3K -425 -5%
SA
1778
SRH Advisors
Kansas
$789K – – –
KA
1779
Kozak & Associates
Colorado
$788K -$49.8K -526 -6%
OPW
1780
Oxler Private Wealth
New York
$786K +$8.71K +92 +1%
PIM
1781
Profit Investment Management
Maryland
$785K +$138K +1,455 +20%
AA
1782
ALPS Advisors
Colorado
$784K +$318K +3,357 +62%
EFL
1783
ERn Financial LLC
Wisconsin
$782K +$30.1K +318 +4%
SCP
1784
Sandhill Capital Partners
New York
$781K -$22M -231,910 -96%
CFG
1785
Carr Financial Group
Massachusetts
$780K -$47.4K -500 -5%
DR
1786
Davis Rea
Ontario, Canada
$779K -$1.28M -13,497 -61%
APG
1787
Abacus Planning Group
South Carolina
$777K +$568 +6 +0.1%
BFO
1788
Biltmore Family Office
North Carolina
$776K +$15.6K +165 +2%
EWA
1789
Exencial Wealth Advisors
Oklahoma
$776K -$5.28M -55,758 -87%
GI
1790
Gradient Investments
Minnesota
$776K +$12.2K +129 +2%
AWM
1791
Aberdeen Wealth Management
Illinois
$773K +$5.21K +55 +0.6%
CWP
1792
Cyndeo Wealth Partners
Florida
$773K -$166K -1,749 -17%
IP
1793
Investment Partners
Ohio
$771K -$3.6K -38 -0.4%
AI
1794
Accredited Investors
Minnesota
$769K -$9.19K -97 -1%
NF
1795
Nikulski Financial
Iowa
$769K +$74.1K +782 +10%
IFU
1796
iSAM Funds (UK)
United Kingdom
$767K +$814K +8,593 New
MCM
1797
McDonough Capital Management
Florida
$765K -$200K -2,106 -20%
TA
1798
Tectonic Advisors
Texas
$764K +$127K +1,343 +19%
ICM
1799
IMS Capital Management
Oregon
$764K -$2M -21,085 -71%
BFG
1800
Berger Financial Group
Minnesota
$763K -$73.3K -774 -8%