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Name Holding Trade Value Shares
Change
Change in
Stake
RHAM
2301
Round Hill Asset Management
California
$755K
5NPW
2302
55 North Private Wealth
Florida
$754K +$92.7K +186 +14%
ACP
2303
Argyle Capital Partners
California
$753K +$48.4K +97 +7%
MAM
2304
Madison Asset Management
Wisconsin
$752K +$8.97K +18 +1%
GWM
2305
Goldenstone Wealth Management
California
$749K +$51.9K +104 +8%
SWM
2306
Salvus Wealth Management
New Jersey
$748K -$102K -205 -12%
CFCS
2307
CDM Financial Counseling Services
Connecticut
$747K -$80.8K -162 -10%
MWM
2308
MOR Wealth Management
Pennsylvania
$747K +$99.2K +199 +16%
Jacobs Levy Equity Management
2309
Jacobs Levy Equity Management
New Jersey
$745K -$45.4M -91,013 -98%
CB
2310
Community Bank
New York
$745K
FWP
2311
Forefront Wealth Partners
Texas
$743K +$1.5K +3 +0.2%
SSC
2312
Syverson Strege & Co
Iowa
$743K -$101K -203 -12%
GJWM
2313
Gilliland Jeter Wealth Management
Arkansas
$742K +$10.5K +21 +1%
ACGA
2314
Atlanta Consulting Group Advisors
Georgia
$741K +$719K +1,442 New
EFMH
2315
E Fund Management (HK)
Hong Kong
$740K +$674K +1,351 +1,501%
SC
2316
Sierra Capital
Florida
$740K
ACG
2317
Allen Capital Group
Nebraska
$739K -$7.98K -16 -1%
SPWG
2318
Sage Private Wealth Group
Illinois
$738K +$305K +612 +74%
MPPW
2319
Mitchell & Pahl Private Wealth
Oklahoma
$738K -$15.5K -31 -2%
PFA
2320
Peak Financial Advisors
Colorado
$737K -$1.63M -3,276 -70%
TCWM
2321
Total Clarity Wealth Management
Illinois
$736K -$90.7K -182 -11%
NCG
2322
Newport Capital Group
New Jersey
$733K -$178K -356 -20%
FBFS
2323
First Business Financial Services
Wisconsin
$732K +$21.4K +43 +3%
GS
2324
GTS Securities
Florida
$731K -$2.67M -5,363 -79%
CWA
2325
Consilium Wealth Advisory
Texas
$730K