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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1751
Stockman Wealth Management
Montana
$7.52M +$2.36M +32,500 +64%
LWM
1752
Liberty Wealth Management
California
$7.51M -$127K -1,750 -2%
IAS
1753
IMA Advisory Services
Colorado
$7.5M -$193K -2,660 -3%
KJHP
1754
K.J. Harrison & Partners
Ontario, Canada
$7.49M +$3.5M +48,350 +140%
RRCM
1755
Rappaport Reiches Capital Management
Illinois
$7.49M +$2.81M +38,810 +88%
CFP
1756
Cascade Financial Partners
California
$7.48M +$6.15M +84,870 New
TPWA
1757
TRUE Private Wealth Advisors
Oregon
$7.48M -$520K -7,180 -8%
WAAG
1758
Wealth Alliance Advisory Group
Kansas
$7.48M -$1.06M -14,650 -15%
CIA
1759
Covington Investment Advisors
Pennsylvania
$7.48M +$6M +82,740 New
CPA
1760
Capital Planning Advisors
California
$7.47M -$1.45K -20 -0%
MPM
1761
MBB Public Markets
Illinois
$7.47M +$5.15M +71,020 +612%
KA
1762
Kercheville Advisors
Texas
$7.46M +$1.31M +18,030 +28%
LAM
1763
L2 Asset Management
Massachusetts
$7.46M +$241K +3,330 +4%
DFA
1764
Delta Financial Advisors
Louisiana
$7.45M +$18.1K +250 +0.3%
BHWA
1765
Beacon Harbor Wealth Advisors
Virginia
$7.43M -$3.46M -47,670 -37%
AAIM
1766
Asset Advisors Investment Management
Georgia
$7.42M
AA
1767
ALPS Advisors
Colorado
$7.42M +$1.02M +14,060 +21%
UBG
1768
United Bank (Georgia)
Georgia
$7.41M -$266K -3,670 -4%
ST
1769
Smithfield Trust
Pennsylvania
$7.39M +$183K +2,530 +3%
SWM
1770
StoneCrest Wealth Management
Arizona
$7.36M -$1.33M -18,410 -18%
CCG
1771
Capital CS Group
California
$7.35M -$1.57M -21,710 -21%
CA
1772
Continuum Advisory
Idaho
$7.34M +$1.34M +18,480 +29%
FIM
1773
Freedom Investment Management
Connecticut
$7.34M -$580K -8,000 -9%
TWP
1774
Tyche Wealth Partners
Texas
$7.34M -$1.45M -19,960 -20%
ML
1775
McAdam LLC
Pennsylvania
$7.32M +$3.53M +48,730 +151%