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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
1676
Founders Financial Securities
Maryland
$2.28M -$122K -336 -5%
PI
1677
Pettee Investors
Connecticut
$2.28M
AWM
1678
Aberdeen Wealth Management
Illinois
$2.28M
CWM
1679
Chesapeake Wealth Management
Virginia
$2.28M +$31K +85 +1%
AO
1680
Advisor OS
Illinois
$2.27M +$461K +1,265 +22%
IP
1681
Ignite Planners
California
$2.27M +$76.2K +209 +3%
LFS
1682
Lighthouse Financial Services
California
$2.27M -$155K -426 -6%
CPA
1683
Capital Performance Advisors
California
$2.26M -$33.2K -91 -1%
SGI
1684
Summit Global Investments
Utah
$2.26M -$658K -1,807 -21%
VCM
1685
Versant Capital Management
Arizona
$2.25M -$598K -1,642 -19%
WWM
1686
WT Wealth Management
Arizona
$2.25M -$712K -1,955 -22%
PP
1687
PDS Planning
Ohio
$2.24M -$39.4K -108 -2%
NLP
1688
Next Level Private
New York
$2.24M +$152K +416 +7%
BP
1689
BBR Partners
New York
$2.24M -$144K -394 -5%
CGPCS
1690
Capital Group Private Client Services
California
$2.23M -$607K -1,666 -20%
MSK
1691
Melissa S. Kampmann
$2.22M -$36.4K -100 -1%
CA
1692
CoreCap Advisors
Michigan
$2.22M +$112K +308 +5%
SACTSONJ
1693
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.22M +$343K +940 +16%
SIA
1694
Schear Investment Advisers
Ohio
$2.22M -$3.28K -9 -0.1%
GS
1695
GTS Securities
Florida
$2.21M -$2.63M -7,224 -52%
PA
1696
PFW Advisors
Georgia
$2.21M -$5.47K -15 -0.2%
BL
1697
Balentine LLC
Georgia
$2.21M -$197K -541 -7%
FFG
1698
Frisch Financial Group
New York
$2.2M -$46.3K -127 -2%
KJWM
1699
Kiley Juergens Wealth Management
Washington
$2.2M +$2.44M +6,700 New
ACM
1700
Allred Capital Management
Texas
$2.2M +$40.8K +112 +2%