Name Holding Trade Value Shares
Change
Change in
Stake
GC
1626
Gilbert & Cook
Iowa
$738K -$4.56K -25 -0.6%
RI
1627
Rinkey Investments
California
$736K +$32.8K +180 +5%
VCM
1628
Virtue Capital Management
Tennessee
$735K +$209K +1,146 +40%
CICI
1629
Capital Investment Counsel Inc
North Carolina
$735K -$1.44M -7,892 -67%
SAM
1630
SignalPoint Asset Management
Missouri
$734K -$9.12K -50 -1%
CWC
1631
Carolinas Wealth Consulting
North Carolina
$734K -$1.02M -5,580 -59%
KFS
1632
Keynote Financial Services
Connecticut
$730K +$698K +3,824 New
Journey Strategic Wealth
1633
Journey Strategic Wealth
New Jersey
$730K +$265K +1,454 +61%
LIA
1634
LifePlan Investment Advisors
North Carolina
$730K +$5.29K +29 +0.8%
IFWM
1635
Institute for Wealth Management
Colorado
$729K -$57.6K -316 -8%
SFC
1636
Strategic Financial Concepts
Texas
$729K +$696K +3,815 New
BDFN
1637
Bond & Devick Financial Network
Minnesota
$729K -$7.3K -40 -1%
FB
1638
First Bancorp
Maine
$728K +$129K +709 +23%
WLPWM
1639
Walled Lake Planning & Wealth Management
Illinois
$728K +$1.82K +10 +0.3%
Valmark Advisers
1640
Valmark Advisers
Ohio
$727K +$12.6K +69 +2%
LA
1641
Legacy Advisors
Pennsylvania
$726K -$144K -787 -17%
SFSG
1642
Sound Financial Strategies Group
Mississippi
$726K -$19.9K -109 -3%
RIM
1643
Reliant Investment Management
Tennessee
$726K – – –
LWM
1644
Laidlaw Wealth Management
New York
$724K -$502K -2,754 -42%
EWA
1645
Emergent Wealth Advisors
New York
$723K +$691K +3,786 New
FCM
1646
Firestone Capital Management
Florida
$723K – – –
LC
1647
Lindbrook Capital
California
$723K +$35.6K +195 +5%
MIM
1648
MTM Investment Management
South Carolina
$722K -$72.1K -395 -9%
WA
1649
Wealth Architects
California
$722K -$348K -1,910 -34%
ONST
1650
Old North State Trust
North Carolina
$721K +$688K +3,774 New