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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1401
JPL Wealth Management
Colorado
$2.79M +$127K +278 +5%
GCS
1402
Gordian Capital (Singapore)
Singapore
$2.79M -$128K -280 -4%
UBG
1403
United Bank (Georgia)
Georgia
$2.79M +$7.29K +16 +0.3%
BIG
1404
Brooklyn Investment Group
New York
$2.79M
WG
1405
Wealth Group
North Carolina
$2.79M +$817K +1,793 +31%
WWM
1406
WT Wealth Management
Arizona
$2.78M -$497K -1,091 -15%
AAP
1407
Arax Advisory Partners
Colorado
$2.78M +$226K +496 +9%
PIWA
1408
Prevail Innovative Wealth Advisors
Kansas
$2.77M +$2.86M +6,268 New
BTI
1409
Blue Trust Inc
Georgia
$2.76M +$1.27M +2,786 +95%
AOWM
1410
Alpha Omega Wealth Management
Virginia
$2.76M -$1.37K -3 -0%
MCM
1411
MV Capital Management
Maryland
$2.75M +$25.5K +56 +0.9%
VFA
1412
Voya Financial Advisors
Connecticut
$2.74M +$292K +642 +12%
CA
1413
Cullinan Associates
Kentucky
$2.74M -$2.41M -5,300 -46%
NICM
1414
Neo Ivy Capital Management
New York
$2.73M +$2.82M +6,200 New
ACA
1415
Aptus Capital Advisors
Alabama
$2.73M +$215K +472 +8%
PMG
1416
ProVise Management Group
Florida
$2.73M -$23.2K -51 -0.8%
DCM
1417
Dudley Capital Management
Virginia
$2.73M
WCM Investment Management
1418
WCM Investment Management
California
$2.72M -$492K -1,080 -15%
BTW
1419
Boston Trust Walden
Massachusetts
$2.71M -$107K -235 -4%
TC
1420
Tsai Capital
New York
$2.7M -$2.73K -6 -0.1%
ACL
1421
Applied Capital LLC
Florida
$2.7M +$15.9K +35 +0.6%
RIA
1422
Realta Investment Advisors
Delaware
$2.7M +$60.6K +133 +2%
BOSSRA
1423
B.O.S.S. Retirement Advisors
Utah
$2.7M +$713K +1,565 +34%
SAG
1424
SageView Advisory Group
California
$2.69M +$2.78M +6,103 New
KCM
1425
Kendall Capital Management
Maryland
$2.69M +$22.8K +50 +0.8%