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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1776
Sheets Smith Wealth Management
North Carolina
$393K +$23.4K +140 +6%
T
1777
TOBAM
France
$391K – – –
NA
1778
Navellier & Associates
Nevada
$390K -$42.4K -254 -10%
LFG
1779
Larson Financial Group
Missouri
$390K -$11.8K -71 -3%
CAM
1780
Covenant Asset Management
New Jersey
$390K – – –
WCM
1781
Windsor Capital Management
Arizona
$389K +$1K +6 +0.3%
AFS
1782
Annapolis Financial Services
Maryland
$389K +$39.9K +239 +11%
WDG
1783
Wealth Dimensions Group
Ohio
$387K -$25K -150 -6%
SWM
1784
Segment Wealth Management
Texas
$387K – – –
WF
1785
Williams Financial
Vermont
$387K +$5.84K +35 +2%
GFP
1786
Gryphon Financial Partners
Ohio
$387K +$16K +96 +4%
IF
1787
Insight Folios
North Carolina
$386K +$388K +2,325 New
BIP
1788
Blueprint Investment Partners
North Carolina
$385K -$46.6K -279 -11%
GAMC
1789
Garner Asset Management Corp
Texas
$382K – – –
BSA
1790
Braun Stacey Associates
New York
$382K +$140K +837 +57%
LL
1791
LPWM LLC
Minnesota
$381K -$30.2K -181 -7%
EWM
1792
Echo Wealth Management
Minnesota
$381K – – –
EI
1793
Ethic Inc
New York
$381K +$28K +168 +8%
KOCAA
1794
Knights of Columbus Asset Advisors
Connecticut
$380K -$10.2K -61 -3%
BDFN
1795
Bond & Devick Financial Network
Minnesota
$380K -$5.84K -35 -2%
SAM
1796
S.A. Mason
Michigan
$380K – – –
DWM
1797
Darwin Wealth Management
Florida
$379K -$10.7K -64 -3%
FAN
1798
Financial Advisors Network
California
$379K +$12.7K +76 +3%
WCF
1799
West Coast Financial
California
$378K -$78.3K -469 -17%
MA
1800
MBA Advisors
Pennsylvania
$378K – – –