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Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
2576
Howard Capital Management Group
California
$764K +$140K +384 +24%
SPL
2577
Smart Portfolios LLC
Washington
$763K
FMP
2578
Financial Management Professionals
Texas
$762K +$59.2K +162 +9%
OCG
2579
Opus Capital Group
Ohio
$761K -$86.6K -237 -11%
OBWG
2580
Onyx Bridge Wealth Group
New York
$760K -$35.8K -98 -4%
IRC
2581
Investors Research Corp
Georgia
$758K -$20.8K -57 -3%
AFT
2582
Alpha Family Trust
California
$758K
TA
2583
Tactive Advisors
Florida
$756K +$720K +1,971 New
PIS
2584
POM Investment Strategies
North Carolina
$754K +$33.6K +92 +5%
GIM
2585
Groesbeck Investment Management
New Jersey
$753K +$3.65K +10 +0.5%
TCG
2586
Transcendent Capital Group
Oklahoma
$753K +$297K +814 +71%
EIA
2587
Edgemoor Investment Advisors
Maryland
$752K +$182K +498 +34%
TWP
2588
Tempus Wealth Planning
California
$751K +$47.5K +130 +7%
AA
2589
Apriem Advisors
California
$750K -$23.4K -64 -3%
JWM
2590
Janiczek Wealth Management
Colorado
$749K +$16.1K +44 +2%
W
2591
Wealthquest
Ohio
$748K +$6.58K +18 +0.9%
FSA
2592
Financial Security Advisor
Virginia
$747K +$2.56K +7 +0.4%
OWM
2593
OneAscent Wealth Management
Alabama
$747K +$375K +1,026 +111%
SHJ
2594
Sharkey, Howes & Javer
Colorado
$746K -$43.8K -120 -6%
DA
2595
DCM Advisors
New York
$746K -$1.05M -2,887 -60%
EBWM
2596
Eagle Bluffs Wealth Management
Missouri
$746K
CWM
2597
Collaborative Wealth Management
Florida
$744K -$159K -435 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
2598
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$744K +$709K +1,940 New
GG
2599
Gleason Group
Kentucky
$743K +$4.02K +11 +0.6%
FBFS
2600
First Business Financial Services
Wisconsin
$743K