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Name Holding Trade Value Shares
Change
Change in
Stake
WKSWA
1301
White Knight Strategic Wealth Advisors
New Jersey
$1.93M -$733 -50 -0%
SHFA
1302
SS&H Financial Advisors
Michigan
$1.93M +$547K +37,300 +39%
UBG
1303
United Bank (Georgia)
Georgia
$1.92M +$201K +13,710 +12%
Royal Fund Management
1304
Royal Fund Management
Florida
$1.92M -$146K -9,950 -7%
TYCC
1305
Texas Yale Capital Corp
Florida
$1.92M -$80.7K -5,500 -4%
China Universal Asset Management Company
1306
China Universal Asset Management Company
China
$1.91M +$616K +42,020 +47%
PFP
1307
Paragon Financial Partners
California
$1.91M – – –
Moneta Group Investment Advisors
1308
Moneta Group Investment Advisors
Missouri
$1.91M -$354K -24,130 -20%
MAM
1309
Mystic Asset Management
Rhode Island
$1.91M +$115K +7,810 +6%
SFMG Wealth Advisors
1310
SFMG Wealth Advisors
Texas
$1.9M -$610K -41,610 -24%
Unigestion Holding
1311
Unigestion Holding
Switzerland
$1.9M -$206K -14,040 -10%
AI
1312
AXS Investments
New York
$1.9M -$141K -9,580 -7%
Argent Capital Management
1313
Argent Capital Management
Missouri
$1.9M – – –
Dana Investment Advisors
1314
Dana Investment Advisors
Wisconsin
$1.9M +$28K +1,910 +1%
T
1315
TCWP
Ohio
$1.9M +$206K +14,060 +12%
Cassaday & Co Wealth Management
1316
Cassaday & Co Wealth Management
Virginia
$1.89M +$1.9M +129,500 New
Clear Creek Financial Management
1317
Clear Creek Financial Management
Washington
$1.89M +$1.03K +70 +0.1%
CRWM
1318
Castle Rock Wealth Management
California
$1.89M -$587K -40,030 -30%
Rice Partnership
1319
Rice Partnership
Hawaii
$1.88M -$262K -17,860 -12%
WP
1320
WealthPLAN Partners
Nebraska
$1.88M +$1.2M +81,690 New
Redwood Investment Management
1321
Redwood Investment Management
Arizona
$1.87M +$184K +12,550 +11%
HIP
1322
Harrell Investment Partners
Texas
$1.87M +$49.9K +3,400 +3%
Jackson Square Capital
1323
Jackson Square Capital
California
$1.86M -$163K -11,140 -8%
Wealthspire Advisors (New York)
1324
Wealthspire Advisors (New York)
New York
$1.86M +$626K +42,670 +51%
CSPIA
1325
Cary Street Partners Investment Advisory
Virginia
$1.85M -$3.67M -250,260 -66%