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Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
2151
ARS Wealth Advisors Group
Florida
$12.2M +$6.39M +36,676 +127%
BTWM
2152
Baker Tilly Wealth Management
Wisconsin
$12.2M +$529K +3,037 +5%
SCM
2153
Sirios Capital Management
Massachusetts
$12.2M -$8.76M -50,279 -43%
SWA
2154
Strategies Wealth Advisors
Michigan
$12.2M +$2.33M +13,383 +26%
AWM
2155
Arista Wealth Management
Nevada
$12.2M +$198K +1,138 +2%
SFG
2156
Synergy Financial Group
California
$12.2M -$294K -1,688 -3%
SW
2157
SMART Wealth
Nebraska
$12.2M +$800K +4,588 +8%
BWA
2158
Beam Wealth Advisors
Louisiana
$12.2M -$169K -972 -1%
VFM
2159
Viking Fund Management
North Dakota
$12.1M
OE
2160
October Effect
Virginia
$12.1M +$207K +1,190 +2%
TWP
2161
Tempus Wealth Planning
California
$12.1M -$1.24M -7,103 -10%
MC
2162
Middleton & Co
Massachusetts
$12.1M +$1.11M +6,373 +11%
CPA
2163
Cardiff Park Advisors
California
$12.1M +$69.2K +397 +0.6%
JGC
2164
J. Goldman & Co
New York
$12.1M -$15.8M -90,914 -58%
FFO
2165
Fiduciary Family Office
Florida
$12.1M +$1.07M +6,161 +11%
SIM
2166
Sentry Investment Management
Wisconsin
$12M -$1.25M -7,147 -10%
Axa
2167
Axa
France
$12M -$2.49B -14,278,089 -100%
AA
2168
ALPS Advisors
Colorado
$12M -$83K -476 -0.7%
FMN
2169
Financial Management Network
California
$12M +$265K +1,520 +2%
SC
2170
Sawyer & Company
Massachusetts
$12M +$72.5K +416 +0.6%
GA
2171
GFS Advisors
Texas
$12M -$986K -5,655 -8%
CCM
2172
Chickasaw Capital Management
Tennessee
$12M -$26.8K -154 -0.2%
CWM
2173
Centurion Wealth Management
Virginia
$12M +$26.7K +153 +0.2%
CPA
2174
Capital Performance Advisors
California
$11.9M +$1.21M +6,923 +12%
RCG
2175
Regatta Capital Group
California
$11.9M +$1.14M +6,534 +11%