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Name Holding Trade Value Shares
Change
Change in
Stake
AlphaCore Capital
1676
AlphaCore Capital
California
$2.11M +$647K +1,127 +44%
AWM
1677
Aprio Wealth Management
Georgia
$2.11M +$152K +264 +8%
SOW
1678
State of Wyoming
Wyoming
$2.11M +$376K +654 +21%
CFP
1679
Catalyst Financial Partners
Massachusetts
$2.1M +$84.4K +147 +4%
DF
1680
Dunhill Financial
United Kingdom
$2.1M -$972K -1,693 -31%
JMFC
1681
J.M. Forbes & Co
Massachusetts
$2.09M +$525K +914 +33%
SSWM
1682
Strait & Sound Wealth Management
California
$2.08M -$46.5K -81 -2%
RA
1683
Ransom Advisory
Rhode Island
$2.08M -$57.4K -100 -3%
BDF
1684
Black Diamond Financial
Maryland
$2.08M +$1.42M +2,467 +209%
Valmark Advisers
1685
Valmark Advisers
Ohio
$2.06M -$71.2K -124 -3%
RWP
1686
Revolve Wealth Partners
New Jersey
$2.06M +$9.76K +17 +0.5%
AWMT
1687
AAFMAA Wealth Management & Trust
North Carolina
$2.06M -$34.5K -60 -2%
NF
1688
Nikulski Financial
Iowa
$2.05M – – –
EFA
1689
Evernest Financial Advisors
Indiana
$2.05M +$6.89K +12 +0.3%
SMA
1690
Seven Mile Advisory
New Jersey
$2.04M +$556K +969 +37%
ZIG
1691
Zuckerman Investment Group
Illinois
$2.04M +$219K +382 +12%
PIA
1692
Pollock Investment Advisors
Michigan
$2.04M – – –
AWA
1693
Arete Wealth Advisors
Illinois
$2.04M +$52.8K +92 +3%
ISWM
1694
Independent Solutions Wealth Management
New York
$2.03M +$178K +310 +9%
BBA
1695
BLB&B Advisors
Pennsylvania
$2.03M +$19.5K +34 +1%
FAM
1696
Formidable Asset Management
Ohio
$2.03M -$46.5K -81 -2%
HI
1697
Harrington Investments
California
$2.02M +$23K +40 +1%
FMLI
1698
Fukoku Mutual Life Insurance
Japan
$2.02M -$154K -269 -7%
WI
1699
WrapManager Inc
California
$2.02M -$667K -1,162 -25%
RFN
1700
RDA Financial Network
Iowa
$2.02M -$13.2K -23 -0.6%