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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1926
AMI Asset Management
California
$1.26M +$336K +2,907 +38%
FFM
1927
Forum Financial Management
Illinois
$1.26M -$2.06M -17,865 -63%
CYG
1928
Clean Yield Group
Vermont
$1.26M -$39.3K -340 -3%
EWS
1929
Eagle Wealth Strategies
New Jersey
$1.26M +$269K +2,332 +29%
EFG
1930
Everest Financial Group
Minnesota
$1.26M +$1.21M +10,475 New
CA
1931
Cornerstone Advisory
Maryland
$1.26M +$12.4K +107 +1%
MMHP
1932
Murphy Middleton Hinkle & Parker
Georgia
$1.26M +$733K +6,346 +154%
MAG
1933
Meadowbrook Advisors Group
New Jersey
$1.25M -$128K -1,110 -10%
SRC
1934
Sage Rhino Capital
California
$1.25M +$1.73K +15 +0.1%
PIA
1935
Pinion Investment Advisors
Kansas
$1.25M -$80.9K -701 -6%
CFS
1936
CRA Financial Services
New Jersey
$1.25M -$38.7K -335 -3%
FWI
1937
Facet Wealth Inc
Maryland
$1.25M +$421K +3,645 +54%
RZH
1938
Relyea Zuckerberg Hanson
Connecticut
$1.24M -$377K -3,263 -24%
AWM
1939
Aviso Wealth Management
Washington
$1.24M -$34.2K -296 -3%
KA
1940
Klingman & Associates
New York
$1.24M -$24.4K -211 -2%
WEG
1941
World Equity Group
Illinois
$1.24M +$13.9K +120 +1%
LWP
1942
LFG Wealth Partners
Kentucky
$1.24M +$54.1K +469 +5%
XWL
1943
XXI Wealth LLC
Illinois
$1.24M +$120K +1,037 +11%
NG
1944
Navigation Group
California
$1.23M +$1.19M +10,265 New
WIA
1945
Westbourne Investment Advisors
Maryland
$1.23M -$14.4K -125 -1%
PCMM
1946
Piedmont Capital Management (Montana)
Montana
$1.23M +$47.7K +413 +4%
FWA
1947
FSM Wealth Advisors
Ohio
$1.23M -$30.1K -261 -2%
MPWS
1948
McCarter Private Wealth Services
Massachusetts
$1.22M +$107K +930 +10%
DC
1949
DeDora Capital
California
$1.22M -$2.54K -22 -0.2%
NME
1950
Notis-McConarty Edward
$1.22M