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Name Holding Trade Value Shares
Change
Change in
Stake
IF
3976
Integrity Financial
Wyoming
$2.47M +$125K +674 +5%
OA
3977
Oxbow Advisors
Texas
$2.46M -$71.7K -385 -3%
EWP
3978
E-Wealth Partners
Minnesota
$2.46M +$2.45M +13,181 New
Harris Associates
3979
Harris Associates
Illinois
$2.45M -$342K -1,838 -12%
RCS
3980
Retirement Capital Strategies
California
$2.45M -$745 -4 -0%
OWM
3981
Omnitrust Wealth Management
Florida
$2.44M +$2.44M +13,100 New
FH
3982
Financial Harvest
Florida
$2.44M -$14.1K -76 -0.7%
BBPWM
3983
Blue Bell Private Wealth Management
Pennsylvania
$2.43M +$133K +715 +6%
PMG
3984
ProVise Management Group
Florida
$2.43M +$4.28K +23 +0.2%
DA
3985
Detalus Advisors
Missouri
$2.43M -$12.5K -67 -0.5%
BWMG
3986
Bannerman Wealth Management Group
Texas
$2.43M -$20.8K -112 -0.9%
HAFG
3987
Hansen & Associates Financial Group
California
$2.43M -$86.4K -464 -3%
WFAG
3988
Wescott Financial Advisory Group
Pennsylvania
$2.43M +$641K +3,441 +36%
MAS
3989
MPWM Advisory Solutions
Georgia
$2.43M +$281K +1,510 +13%
CG
3990
Cynosure Group
Utah
$2.43M -$137K -735 -5%
ACP
3991
Argyle Capital Partners
California
$2.43M +$365K +1,959 +18%
LGWM
3992
Litman Gregory Wealth Management
California
$2.43M +$1.96M +10,505 +420%
RTM
3993
RH Tailwind Management
Pennsylvania
$2.42M +$2.42M +13,000 New
KIM
3994
Kurv Investment Management
California
$2.42M +$2.42M +12,999 New
AAM
3995
Augustine Asset Management
Florida
$2.42M +$153K +820 +7%
SIM
3996
Synergy Investment Management
Florida
$2.42M -$424K -2,277 -15%
EWP
3997
Equity Wealth Partners
Missouri
$2.42M -$24K -129 -1%
IA
3998
Intellus Advisors
Florida
$2.42M +$30.7K +165 +1%
IAP
3999
Indie Asset Partners
Indiana
$2.42M -$712K -3,826 -23%
CWMK
4000
Caliber Wealth Management (Kansas)
Kansas
$2.42M +$573K +3,079 +31%