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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1901
Shum Financial Group
California
$1.07M +$8.09K +27 +0.8%
MWA
1902
Medallion Wealth Advisors
Connecticut
$1.07M +$23.1K +77 +2%
AA
1903
Alta Advisers
United Kingdom
$1.06M -$288K -960 -21%
APG
1904
Abacus Planning Group
South Carolina
$1.06M +$37.4K +125 +4%
LS
1905
Leelyn Smith
Illinois
$1.06M +$1.8K +6 +0.2%
EHWM
1906
Eads & Heald Wealth Management
Georgia
$1.06M +$505K +1,687 +89%
OFG
1907
Oxford Financial Group
Indiana
$1.06M +$80.6K +269 +8%
JGIA
1908
Jackson Grant Investment Advisers
Connecticut
$1.06M +$60.8K +203 +6%
HCMG
1909
Howard Capital Management Group
California
$1.06M – – –
CAM
1910
Clark Asset Management
New Hampshire
$1.06M +$7.19K +24 +0.7%
GSF
1911
Grove Street Fiduciary
New Hampshire
$1.05M – – –
IFWM
1912
Institute for Wealth Management
Colorado
$1.05M -$7.49K -25 -0.7%
KIG
1913
Kennedy Investment Group
New Jersey
$1.05M +$131K +439 +14%
BFO
1914
Boston Family Office
Massachusetts
$1.05M -$29.9K -100 -3%
MFG
1915
Magnus Financial Group
New York
$1.05M +$6.29K +21 +0.6%
GFG
1916
Goldstone Financial Group
Illinois
$1.05M +$61.7K +206 +6%
BWM
1917
Blossom Wealth Management
California
$1.05M -$62.6K -209 -6%
BCM
1918
BluePath Capital Management
Georgia
$1.05M +$119K +399 +13%
BHPW
1919
Beverly Hills Private Wealth
California
$1.04M -$31.1K -104 -3%
CICI
1920
Capital Investment Counsel Inc
North Carolina
$1.04M -$25.5K -85 -2%
WFA
1921
Wellspring Financial Advisors
Ohio
$1.04M +$813K +2,714 +353%
VNA
1922
Valley National Advisers
Pennsylvania
$1.04M -$3.59K -12 -0.3%
ITIM
1923
Indiana Trust & Investment Management
Indiana
$1.04M +$59.9K +200 +6%
FF
1924
Francis Financial
$1.04M +$4.79K +16 +0.5%
BBA
1925
Baader Bank Aktiengesellschaft
Germany
$1.04M -$6.59M -21,998 -85%