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Name Holding Trade Value Shares
Change
Change in
Stake
RIP
1951
Reliant Investment Partners
North Carolina
$16.2M -$485K -2,604 -3%
AIM
1952
Anchor Investment Management
South Carolina
$16.1M +$794K +4,267 +5%
MAM
1953
Milestone Asset Management
Pennsylvania
$16.1M +$2.07M +11,100 +15%
RPWA
1954
Regent Peak Wealth Advisors
Georgia
$16.1M -$312K -1,678 -2%
SEIA
1955
Signature Estate & Investment Advisors
California
$16.1M -$1M -5,374 -6%
HLAM
1956
Hidden Lake Asset Management
New York
$16.1M +$16.1M +86,287 New
SWK
1957
Stephen W. Kidder
$16.1M -$557K -2,993 -3%
TW
1958
Tempo Wealth
Ohio
$16M +$16M +85,959 New
VCM
1959
Virtue Capital Management
Tennessee
$16M +$11.7M +62,887 +286%
DFA
1960
Delta Financial Advisors
Louisiana
$16M -$14.7K -79 -0.1%
CPA
1961
Capital Planning Advisors
California
$16M -$573K -3,081 -3%
HIA
1962
Harbor Investment Advisory
Maryland
$16M +$893K +4,796 +6%
TWP
1963
Triad Wealth Partners
Kansas
$15.9M +$2.19M +11,746 +16%
PPWM
1964
Paragon Private Wealth Management
Kentucky
$15.9M +$1.14M +6,125 +8%
TIM
1965
Titan Investment Management
Indiana
$15.9M +$15.9M +85,251 New
WCM
1966
Weaver Capital Management
Georgia
$15.9M -$756K -4,061 -5%
FG
1967
Fiduciary Group
Georgia
$15.9M +$13K +70 +0.1%
CWM
1968
Cordatus Wealth Management
Pennsylvania
$15.9M -$321K -1,724 -2%
BB
1969
Berkshire Bank
Massachusetts
$15.9M -$1.69M -9,056 -10%
SMC
1970
Smith, Moore & Co
Missouri
$15.8M -$1.07M -5,766 -6%
FWI
1971
Facet Wealth Inc
Maryland
$15.8M +$6.5M +34,934 +73%
IF
1972
Intrua Financial
Texas
$15.8M +$2.11M +11,359 +15%
HCM
1973
Hollencrest Capital Management
California
$15.8M -$971K -5,215 -6%
TAP
1974
Tounjian Advisory Partners
Florida
$15.8M -$13.4K -72 -0.1%
LCM
1975
Lattice Capital Management
Washington
$15.8M -$32.9M -177,000 -68%