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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1451
Venturi Wealth Management
Texas
$2.7M +$55.8K +120 +2%
SFG
1452
Sovereign Financial Group
Connecticut
$2.68M +$465 +1 +0%
OHIS
1453
Oak Harvest Investment Services
Texas
$2.68M -$6.52M -14,023 -72%
TWM
1454
Tolleson Wealth Management
Texas
$2.68M -$5.12K -11 -0.2%
BWP
1455
Balboa Wealth Partners
Arizona
$2.67M -$193K -414 -7%
IPW
1456
Inlet Private Wealth
Florida
$2.66M – – –
SSI
1457
Scott & Selber Inc
Texas
$2.65M -$11.2K -24 -0.4%
GITFIT
1458
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.65M +$82.8K +178 +3%
AF
1459
Advisornet Financial
Minnesota
$2.64M +$329K +707 +15%
AWA
1460
Aaron Wealth Advisors
Illinois
$2.64M +$309K +664 +14%
SA
1461
Strategic Advisors
New York
$2.63M +$930 +2 +0%
QPW
1462
Quantum Private Wealth
Florida
$2.63M -$30.2K -65 -1%
MSS
1463
Mitchell Sinkler & Starr
Pennsylvania
$2.63M +$290K +624 +11%
FCP
1464
Fidelis Capital Partners
Florida
$2.62M +$52.5K +113 +2%
Nicholas Hoffman & Company
1465
Nicholas Hoffman & Company
Georgia
$2.62M +$10.7K +23 +0.4%
MIA
1466
MeadowBrook Investment Advisors
Michigan
$2.61M -$18.6K -40 -0.8%
BIA
1467
Benchmark Investment Advisors
Illinois
$2.61M -$628K -1,351 -20%
Simplicity Wealth
1468
Simplicity Wealth
New Jersey
$2.61M -$11M -23,704 -82%
KCM
1469
Kerusso Capital Management
North Carolina
$2.61M +$148K +319 +6%
WI
1470
WrapManager Inc
California
$2.61M -$207K -445 -8%
MC
1471
Martin & Co
Tennessee
$2.6M -$1.4K -3 -0.1%
PFBT
1472
Parkside Financial Bank & Trust
Missouri
$2.6M +$4.65K +10 +0.2%
HL
1473
HeadInvest LLC
Maine
$2.6M +$60K +129 +3%
Vestmark Advisory Solutions
1474
Vestmark Advisory Solutions
Massachusetts
$2.59M -$17.2K -37 -0.7%
IIA
1475
IPG Investment Advisors
California
$2.59M +$2.33K +5 +0.1%