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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1201
Executive Wealth Management
Michigan
$1.26M +$1M +9,944 +1,181%
OIA
1202
Optimum Investment Advisors
Illinois
$1.26M -$5.04K -50 -0.5%
DBRC
1203
D.B. Root & Company
Pennsylvania
$1.26M +$461K +4,576 +74%
MFG
1204
Monumental Financial Group
Maryland
$1.26M +$581K +5,769 +116%
PAA
1205
Peregrine Asset Advisers
Oregon
$1.25M -$258K -2,563 -19%
TSWM
1206
Triangle Securities Wealth Management
North Carolina
$1.25M +$40.3K +400 +4%
HFM
1207
Harvest Fund Management
China
$1.24M +$374K +3,719 +54%
AO
1208
Advisor OS
Illinois
$1.24M +$162K +1,612 +18%
FMC
1209
First Merchants Corp
Indiana
$1.24M -$14.8K -147 -1%
PHS
1210
Pekin Hardy Strauss
Illinois
$1.24M +$382K +3,795 +56%
LWP
1211
Lumature Wealth Partners
Georgia
$1.23M -$33.9K -337 -3%
PIFP
1212
Partners in Financial Planning
Virginia
$1.23M
SAM
1213
Sabadell Asset Management
Spain
$1.23M +$86.9K +863 +10%
AIIMS
1214
Analyst IMS Investment Management Services
Israel
$1.23M
PIM
1215
Profit Investment Management
Maryland
$1.23M
CCA
1216
Cobblestone Capital Advisors
New York
$1.22M
BMM
1217
Buffington Mohr McNeal
Idaho
$1.22M +$13.6K +135 +1%
TH
1218
TCTC Holdings
Texas
$1.22M +$534K +5,305 +103%
RFA
1219
RTD Financial Advisors
Pennsylvania
$1.22M
KFGK
1220
Keystone Financial Group (Kentucky)
Kentucky
$1.22M -$233K -2,316 -18%
CM
1221
Cercano Management
Washington
$1.22M +$1.05M +10,384 New
FWP
1222
FAS Wealth Partners
Kansas
$1.21M -$15.7K -156 -1%
CT
1223
Caldwell Trust
Florida
$1.2M +$15.8K +157 +2%
AP
1224
Americana Partners
Texas
$1.2M +$61.2K +608 +6%
PTP
1225
Platform Technology Partners
New York
$1.2M -$275K -2,733 -21%