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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1701
IHT Wealth Management
Illinois
$1.19M +$26.3K +333 +2%
LWMG
1702
Levy Wealth Management Group
Pennsylvania
$1.18M +$5.36K +68 +0.5%
EI
1703
Ellevest Inc
New York
$1.18M +$147K +1,863 +15%
NCM
1704
Northwest Capital Management
Oregon
$1.18M +$3.63K +46 +0.3%
CBT
1705
Central Bank & Trust
Kentucky
$1.18M -$103K -1,305 -8%
SWM
1706
Salvus Wealth Management
New Jersey
$1.18M +$468K +5,937 +70%
PCA
1707
Pallas Capital Advisors
Massachusetts
$1.18M -$146K -1,847 -12%
LF
1708
Lantz Financial
Illinois
$1.17M +$54K +685 +5%
LA
1709
Latitude Advisors
Florida
$1.17M +$83.2K +1,055 +8%
MIFH
1710
Migdal Insurance & Financial Holdings
Israel
$1.17M +$53.4K +677 +5%
PWPS
1711
Pinnacle Wealth Planning Services
Ohio
$1.17M +$134K +1,700 +14%
DA
1712
DCM Advisors
New York
$1.17M +$591K +7,501 +111%
AWA
1713
Arkadios Wealth Advisors
Georgia
$1.17M +$394 +5 +0%
AA
1714
Auxano Advisors
Washington
$1.17M +$45.1K +572 +4%
BSA
1715
Bull Street Advisors
Georgia
$1.17M
MWM
1716
Meridian Wealth Management
Kentucky
$1.17M +$19.2K +243 +2%
BA
1717
Bridgewater Advisors
New York
$1.16M +$31.9K +405 +3%
HC
1718
Henshaw Capital
Massachusetts
$1.16M
FSA
1719
Franklin Street Advisors
North Carolina
$1.16M +$3.23K +41 +0.3%
SI
1720
Scharf Investments
California
$1.16M +$152K +1,934 +16%
SS
1721
Sunbelt Securities
Texas
$1.16M -$143K -1,817 -11%
GHAM
1722
Gilman Hill Asset Management
Connecticut
$1.16M +$81.7K +1,036 +8%
HNWAG
1723
High Net Worth Advisory Group
Florida
$1.15M +$50.2K +637 +5%
APG
1724
Abacus Planning Group
South Carolina
$1.15M -$10.7K -136 -1%
FHC
1725
First Heartland Consultants
Missouri
$1.15M +$240K +3,047 +28%