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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1801
SOA Wealth Advisors
New York
$1.04M +$38K +145 +4%
VC
1802
Veracity Capital
Georgia
$1.03M +$2.09K +8 +0.2%
DIP
1803
DT Investment Partners
Pennsylvania
$1.03M -$850K -3,249 -47%
Simplify Asset Management
1804
Simplify Asset Management
Nevada
$1.03M +$958K +3,660 New
CCG
1805
Chatham Capital Group
Georgia
$1.03M -$16.2K -62 -2%
WA1
1806
Wimmer Associates 1
California
$1.03M – – –
BHPW
1807
Beverly Hills Private Wealth
California
$1.02M -$16.8K -64 -2%
WC
1808
Weil Company
California
$1.02M -$262 -1 -0%
BFO
1809
Boston Family Office
Massachusetts
$1.02M -$94K -359 -9%
OFS
1810
Oldfather Financial Services
Nebraska
$1.02M +$9.42K +36 +1%
NCM
1811
Northside Capital Management
Oregon
$1.02M – – –
RWM
1812
Revisor Wealth Management
Ohio
$1.02M -$27.5K -105 -3%
R
1813
Rebalance
California
$1.02M -$67.3K -257 -7%
CFMC
1814
Curbstone Financial Management Corp
New Hampshire
$1.02M +$105K +400 +12%
CICI
1815
Capital Investment Counsel Inc
North Carolina
$1.02M -$43.2K -165 -4%
MHWM
1816
Montz Harcus Wealth Management
Louisiana
$1.01M +$103K +393 +12%
S
1817
Sachetta
Massachusetts
$1.01M +$78.3K +299 +9%
LS
1818
Leelyn Smith
Illinois
$1.01M +$425K +1,624 +83%
BCFD
1819
Boit C.F. David
$1.01M – – –
SFG
1820
Shum Financial Group
California
$1.01M +$936K +3,574 New
IFWM
1821
Institute for Wealth Management
Colorado
$1.01M +$2.88K +11 +0.3%
PWP
1822
Prasad Wealth Partners
Ohio
$1.01M +$934K +3,569 New
HCMG
1823
Howard Capital Management Group
California
$1.01M +$170K +650 +22%
SFC
1824
Strategic Financial Concepts
Texas
$1M +$44.8K +171 +5%
MSWM
1825
McGlone Suttner Wealth Management
Wisconsin
$1M +$13.9K +53 +2%