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Name Holding Trade Value Shares
Change
Change in
Stake
1CP
2076
17 Capital Partners
Arizona
$1.02M +$34.2K +65 +3%
S
2077
Sunpointe
Missouri
$1.02M +$369K +700 +52%
SHP Wealth Management
2078
SHP Wealth Management
Massachusetts
$1.01M -$12.1K -23 -1%
Crusonia Wealth Advisors
2079
Crusonia Wealth Advisors
Colorado
$1.01M +$16.9K +32 +2%
Convergence Financial
2080
Convergence Financial
Missouri
$1.01M +$510K +969 +92%
Sageworth Trust
2081
Sageworth Trust
Pennsylvania
$1.01M +$1.06M +2,019 New
Drucker Wealth 3.0
2082
Drucker Wealth 3.0
New Jersey
$1.01M -$6.32K -12 -0.6%
WF
2083
WinCap Financial
Massachusetts
$1.01M +$56.4K +107 +6%
MBL Wealth
2084
MBL Wealth
North Carolina
$1.01M -$14.2K -27 -1%
OFO
2085
OneAscent Family Office
Alabama
$1M +$57.4K +109 +6%
Zhang Financial
2086
Zhang Financial
Michigan
$1M +$36.3K +69 +4%
GHA
2087
Granite Harbor Advisors
Texas
$1M +$49K +93 +5%
DEM
2088
Disciplined Equity Management
Florida
$1M +$197K +374 +23%
PIA
2089
Pinion Investment Advisors
Kansas
$1M -$80.6K -153 -7%
Symmetry Partners
2090
Symmetry Partners
Connecticut
$1000K +$807K +1,533 +328%
CPA
2091
Capital Performance Advisors
California
$999K -$4.74K -9 -0.4%
WF
2092
Womack Financial
Texas
$998K +$14.7K +28 +1%
Compagnie Lombard Odier SCmA
2093
Compagnie Lombard Odier SCmA
Switzerland
$997K +$132K +250 +14%
Occidental Asset Management
2094
Occidental Asset Management
California
$995K +$157K +299 +18%
Werba Rubin Papier Wealth Management
2095
Werba Rubin Papier Wealth Management
California
$994K +$4.21K +8 +0.4%
VC
2096
Veracity Capital
Georgia
$994K -$262K -498 -20%
Redwood Investment Management
2097
Redwood Investment Management
Arizona
$990K +$19K +36 +2%
D.J. St. Germain
2098
D.J. St. Germain
Massachusetts
$988K -$85.3K -162 -8%
Atlas Legacy Advisors
2099
Atlas Legacy Advisors
California
$987K -$427K -811 -29%
CFGW
2100
Chancellor Financial Group WB
Pennsylvania
$986K -$1.58K -3 -0.2%