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Name Holding Trade Value Shares
Change 		Change in
Stake
1W
2126
1776 Wealth
Georgia
$1M +$74.2K +214 +7%
CWP
2127
Curated Wealth Partners
California
$999K – – –
GA
2128
Geller Advisors
New York
$999K +$693K +1,998 +149%
DR
2129
Davis Rea
Ontario, Canada
$998K +$1.93M +5,574 +52%
CFS
2130
Cannon Financial Strategists
Georgia
$998K +$85.3K +246 +8%
SI
2131
Shaker Investments
Ohio
$997K +$11.4K +33 +1%
HLOC
2132
H.L. Ormond & Company
North Carolina
$995K -$347 -1 -0%
MPM
2133
Meritage Portfolio Management
Kansas
$995K +$347 +1 +0%
PL
2134
Plancorp LLC
Missouri
$993K -$19.4K -56 -2%
AWA
2135
Acorn Wealth Advisors
Michigan
$992K -$38.5K -111 -3%
NA
2136
Navellier & Associates
Nevada
$991K +$1.39K +4 +0.1%
AC
2137
Avestar Capital
New York
$987K -$81.5K -235 -7%
BOM
2138
Bank of Marin
California
$987K -$1.39K -4 -0.1%
KWP
2139
Keystone Wealth Partners
Arizona
$986K -$75.3K -217 -6%
PWM
2140
Peterson Wealth Management
Nevada
$985K -$486K -1,402 -30%
IP
2141
Ignite Planners
California
$984K -$849K -2,449 -43%
SF
2142
Symphony Financial
Texas
$984K +$76.3K +220 +7%
GFP
2143
Guardian Financial Partners
California
$983K -$119K -342 -9%
OFG
2144
Oxford Financial Group
Indiana
$982K +$37.1K +107 +3%
PHS
2145
Pekin Hardy Strauss
Illinois
$981K +$43.4K +125 +4%
MIM
2146
Miller Investment Management
Pennsylvania
$980K – – –
SAM
2147
Summit Asset Management
Tennessee
$979K +$41.6K +120 +4%
SIMM
2148
Stillwater Investment Management (Minnesota)
Minnesota
$977K +$6.94K +20 +0.6%
D
2149
Diversified
Delaware
$975K +$16.3K +47 +1%
SSWG
2150
Seven Springs Wealth Group
Tennessee
$974K – – –
84 85
86
87 88