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Name Holding Trade Value Shares
Change
Change in
Stake
CWI
1876
Conscious Wealth Investments
Florida
$670K
CWM
1877
Cahaba Wealth Management
Georgia
$670K +$212K +674 +40%
AWC
1878
Abundance Wealth Counselors
Pennsylvania
$670K +$742K +2,361 New
AMIM
1879
Aull & Monroe Investment Management
Alabama
$670K
MLFP
1880
MPS Loria Financial Planners
Illinois
$670K -$14.8K -47 -2%
TBT
1881
Texas Bank & Trust
Texas
$669K
HWM
1882
Horizon Wealth Management
Illinois
$668K
BWM
1883
BCS Wealth Management
Tennessee
$667K -$734K -2,337 -50%
PCM
1884
Pointe Capital Management
Michigan
$666K -$283K -900 -28%
WFA
1885
WJ Financial Advisors
Connecticut
$666K -$13.8K -44 -2%
BPAMU
1886
BTG Pactual Asset Management US
New York
$662K +$13.5K +43 +2%
NI
1887
NCP Inc
California
$661K +$36.1K +115 +5%
FG
1888
Foster Group
Iowa
$661K +$65.4K +208 +10%
WW
1889
Waterfront Wealth
Kansas
$659K
SWMP
1890
Signature Wealth Management Partners
New Jersey
$657K +$629 +2 +0.1%
FPCP
1891
Fort Point Capital Partners
California
$657K +$20.1K +64 +3%
HCC
1892
Hirtle Callaghan & Co
Pennsylvania
$655K -$22.3K -71 -3%
CA
1893
Chatterton & Associates
California
$654K +$22K +70 +3%
WWA
1894
Wingate Wealth Advisors
Massachusetts
$652K -$11.9K -38 -2%
VFG
1895
Victory Financial Group
Texas
$651K +$137K +435 +23%
SIA
1896
SeaBridge Investment Advisors
New Jersey
$651K -$13.5K -43 -2%
MHC
1897
May Hill Capital
Massachusetts
$650K +$106K +336 +17%
TCWM
1898
Total Clarity Wealth Management
Illinois
$649K -$68.5K -218 -9%
FMTC
1899
Farmers & Merchants Trust Company
California
$648K
GWANC
1900
Guardian Wealth Advisors (North Carolina)
North Carolina
$648K +$31.4K +100 +5%