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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1026
KMG Fiduciary Partners
Ohio
$4.15M -$749K -7,403 -20%
CA
1027
Corrado Advisors
New Jersey
$4.14M -$2.36M -23,320 -44%
JFGIW
1028
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.14M -$18.3K -181 -0.6%
PWA
1029
Primoris Wealth Advisors
Florida
$4.13M +$2.99M +29,609 New
CTA
1030
Chesley Taft & Associates
Illinois
$4.13M +$20.5K +203 +0.7%
MG
1031
Mather Group
Illinois
$4.12M +$382K +3,780 +15%
SLFPAM
1032
St. Louis Financial Planners Asset Management
Missouri
$4.11M +$3.46M +34,191 New
WA
1033
WealthTrust Axiom
Pennsylvania
$4.11M -$93.8K -928 -3%
MWP
1034
Momentum Wealth Planning
Florida
$4.11M +$2.98M +29,459 New
CGPCS
1035
Capital Group Private Client Services
California
$4.1M +$1.57M +15,534 +113%
WA
1036
Wealth Architects
California
$4.09M +$28.7K +284 +1%
Financial Engines Advisors
1037
Financial Engines Advisors
California
$4.09M -$103K -1,015 -3%
BHC
1038
Bull Harbor Capital
Maryland
$4.06M -$2.03M -20,027 -41%
EW
1039
Elyxium Wealth
California
$4.05M +$2.2M +21,796 +303%
AIA
1040
AIMZ Investment Advisors
California
$4.04M -$6.07K -60 -0.2%
SB
1041
Sunflower Bank
Texas
$4.03M -$65.3K -646 -2%
TPA
1042
Trivium Point Advisory
Connecticut
$4.02M -$396K -3,914 -12%
BCM
1043
Birmingham Capital Management
Alabama
$4.02M -$2.63M -26,000 -47%
BFA
1044
Bragg Financial Advisors
North Carolina
$4.02M -$16.3K -161 -0.6%
AFT
1045
Alpha Family Trust
California
$4.01M +$119K +1,180 +4%
DA
1046
DCF Advisers
Connecticut
$3.98M -$657K -6,500 -19%
SC
1047
Syon Capital
California
$3.96M +$1.03M +10,228 +56%
IAMOG
1048
Investors Asset Management of Georgia
Georgia
$3.95M -$50.2K -496 -2%
CCM
1049
Chickasaw Capital Management
Tennessee
$3.94M
IA
1050
Integrity Alliance
Iowa
$3.94M -$632K -6,250 -18%