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Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
2126
Sumitomo Mitsui Financial Group
Japan
$137K -$2.3M -48,488 -95%
FMP
2127
Financial Management Professionals
Texas
$132K +$4.37K +92 +4%
HT
2128
Heritage Trust
Oklahoma
$131K – – –
CL
2129
CSS LLC
Illinois
$130K +$119K +2,500 New
ECM
2130
EII Capital Management
New York
$128K +$117K +2,457 New
MWM
2131
MinichMacGregor Wealth Management
New York
$122K +$32.8K +691 +41%
LFG
2132
LifePlan Financial Group
Ohio
$121K +$111K +2,326 New
FGC
2133
Financial Gravity Companies
Texas
$120K -$46.4K -977 -30%
FGAM
2134
Financial Gravity Asset Management
Texas
$120K +$109K +2,296 New
MSA
2135
Marino Stram & Associates
Massachusetts
$118K -$15.2K -320 -12%
CM
2136
Castleark Management
Illinois
$115K -$26.6M -560,327 -100%
PCFFS
2137
Pacific Center for Financial Services
California
$115K – – –
TFO
2138
Tarbox Family Office
California
$114K +$16.8K +353 +19%
EWM
2139
Elmwood Wealth Management
California
$110K +$100K +2,105 New
DOA
2140
D'Orazio & Associates
Virginia
$108K +$5.56K +117 +6%
SIAS
2141
Shine Investment Advisory Services
Colorado
$106K – – –
RAM
2142
Riggs Asset Management
Pennsylvania
$105K – – –
AACR
2143
ACR Alpine Capital Research
Missouri
$104K -$3.47K -73 -4%
AIM
2144
Arcadia Investment Management
Michigan
$104K – – –
NWM
2145
Northwest Wealth Management
Iowa
$104K +$94.7K +1,993 New
FFW
2146
Fusion Family Wealth
New York
$103K – – –
LWA
2147
Lenox Wealth Advisors
New York
$102K +$83.6K +1,759 +916%
CFG
2148
CKW Financial Group
Hawaii
$101K – – –
WAM
2149
Watermark Asset Management
California
$97K – – –
HWP
2150
Hefty Wealth Partners
Indiana
$95K – – –