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Name Holding Trade Value Shares
Change
Change in
Stake
CWMU
1201
Caliber Wealth Management (Utah)
Utah
$1.83M +$235K +1,427 +13%
OIA
1202
Optimum Investment Advisors
Illinois
$1.82M
KNW
1203
Kesler Norman & Wride
Utah
$1.82M -$27.7K -168 -2%
LC
1204
Lindbrook Capital
California
$1.82M +$1.25M +7,600 +229%
ACMA
1205
Arbor Capital Management (Alaska)
Alaska
$1.82M +$1.8M +10,915 New
BWM
1206
BigSur Wealth Management
Florida
$1.82M
PWP
1207
Principle Wealth Partners
Connecticut
$1.81M +$14.7K +89 +0.8%
VAS
1208
Valicenti Advisory Services
New York
$1.8M +$1.78M +10,780 New
CPWA
1209
Cerro Pacific Wealth Advisors
California
$1.79M +$88.2K +535 +5%
SFG
1210
SevenBridge Financial Group
Pennsylvania
$1.79M -$29K -176 -2%
AWM
1211
Avitas Wealth Management
California
$1.78M +$59.2K +359 +3%
DI
1212
DAGCO Inc
Ohio
$1.78M -$16.3K -99 -0.9%
FMC
1213
First Merchants Corp
Indiana
$1.78M +$20.5K +124 +1%
EWM
1214
Elmwood Wealth Management
California
$1.78M +$1.76M +10,662 New
BSA
1215
Braun Stacey Associates
New York
$1.77M +$33K +200 +2%
CWAG
1216
Compton Wealth Advisory Group
Virginia
$1.77M +$5.94K +36 +0.3%
AIM
1217
Arcadia Investment Management
Michigan
$1.77M +$45K +273 +3%
SAIG
1218
Semper Augustus Investments Group
Colorado
$1.77M
RFA
1219
RTD Financial Advisors
Pennsylvania
$1.77M +$1.75M +10,627 New
SFS
1220
Sowell Financial Services
Arkansas
$1.77M -$28K -170 -2%
SCP
1221
Sender Company & Partners
New York
$1.76M +$1.75M +10,588 New
WI
1222
WrapManager Inc
California
$1.76M +$150K +912 +9%
CWM
1223
Cordatus Wealth Management
Pennsylvania
$1.75M +$1.74M +10,525 New
CCA
1224
Cobblestone Capital Advisors
New York
$1.75M
WFMPM
1225
Woodley Farra Manion Portfolio Management
Indiana
$1.75M