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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1726
Pinnacle Wealth Planning Services
Ohio
$22.6M -$1.59M -7,757 -6%
SGDR
1727
SPX Gestao de Recursos
Brazil
$22.6M -$30.9M -150,461 -57%
CF
1728
Convergence Financial
Missouri
$22.5M +$11.2M +54,480 +94%
RMA
1729
Roffman Miller Associates
Pennsylvania
$22.5M +$771K +3,748 +3%
VFG
1730
Victory Financial Group
Texas
$22.5M +$995K +4,840 +5%
CCWA
1731
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.5M +$8.89M +43,237 +63%
RWA
1732
Redhawk Wealth Advisors
Minnesota
$22.4M +$782K +3,801 +4%
CCFM
1733
Clear Creek Financial Management
Washington
$22.4M -$1.04M -5,044 -4%
BCA
1734
Bay Colony Advisors
Massachusetts
$22.4M +$700K +3,404 +3%
GWMIA
1735
Global Wealth Management Investment Advisory
Florida
$22.4M -$12.1K -59 -0.1%
ASBI
1736
American State Bank (Iowa)
Iowa
$22.3M -$63.5K -309 -0.3%
BWM
1737
BNC Wealth Management
Oregon
$22.3M -$31.3K -152 -0.1%
BWM
1738
Bulltick Wealth Management
Florida
$22.3M -$1.12M -5,469 -5%
HI
1739
Harper Investing
California
$22.3M -$371K -1,805 -2%
MCM
1740
McDonough Capital Management
Florida
$22.3M +$416K +2,022 +2%
EAP
1741
Elevation Advisory Partners
Florida
$22.2M -$3.07M -14,927 -12%
CNB
1742
Camden National Bank
Maine
$22.2M -$1.25M -6,093 -5%
KA
1743
Kercheville Advisors
Texas
$22.2M -$645K -3,139 -3%
WPA
1744
Wealth Preservation Advisors
Tennessee
$22.2M +$4.74M +23,076 +26%
HNWAG
1745
High Net Worth Advisory Group
Florida
$22.2M +$49.1K +239 +0.2%
RCM
1746
RB Capital Management
Nevada
$22.2M -$703K -3,417 -3%
RP
1747
Ravenswood Partners
Virginia
$22.1M – – –
AWM
1748
Aprio Wealth Management
Georgia
$22.1M +$1.73M +8,406 +8%
HWM
1749
Hohimer Wealth Management
Washington
$22M -$517K -2,514 -2%
IP
1750
Indivisible Partners
Florida
$22M +$7.05M +34,296 +45%