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Name Holding Trade Value Shares
Change
Change in
Stake
CCS
2226
Concentric Capital Strategies
Connecticut
$927K +$436K +3,725 +107%
MEAC
2227
M.E. Allison & Co
Texas
$926K +$6.91K +59 +0.8%
WI
2228
WrapManager Inc
California
$923K -$7.96K -68 -0.9%
SWMP
2229
Signature Wealth Management Partners
New Jersey
$923K +$117 +1 +0%
AIA
2230
Affinity Investment Advisors
California
$922K +$3.16K +27 +0.4%
SAM
2231
Simplify Asset Management
Nevada
$921K +$72.9K +623 +10%
CM
2232
Cercano Management
Washington
$920K
AFW
2233
Avantra Family Wealth
Pennsylvania
$920K +$191K +1,633 +30%
RBWA
2234
RFG - Bristol Wealth Advisors
Massachusetts
$919K +$15.8K +135 +2%
RWS
2235
Resolute Wealth Strategies
Mississippi
$918K +$8.08K +69 +1%
FFIC
2236
First Fiduciary Investment Counsel
Ohio
$915K +$105K +900 +14%
BFA
2237
Beacon Financial Advisory
Ohio
$915K +$57.2K +489 +7%
TA
2238
TrueWealth Advisors
Alabama
$913K +$61.5K +525 +8%
BPW
2239
Bingham Private Wealth
California
$913K +$130K +1,114 +19%
TP
2240
Thayer Partners
Pennsylvania
$913K -$2.46K -21 -0.3%
GWM
2241
Greenwich Wealth Management
Connecticut
$910K -$98.3K -840 -11%
TA
2242
Townsend & Associates
Colorado
$910K
EFG
2243
Ethos Financial Group
Pennsylvania
$907K -$139K -1,187 -15%
KAM
2244
Knightsbridge Asset Management
California
$907K -$47.8K -408 -5%
CTC
2245
Cetera Trust Company
Minnesota
$906K
DWAM
2246
Duncan Williams Asset Management
Tennessee
$906K
CB
2247
Centennial Bank
Arkansas
$906K +$14.3K +122 +2%
BFG
2248
Beacon Financial Group
Texas
$906K +$79.4K +678 +11%
HR
2249
Hardy Reed
Mississippi
$904K +$76.8K +656 +10%
BFC
2250
Bedel Financial Consulting
Indiana
$901K +$10.1K +86 +1%