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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1001
Capital CS Group
California
$533K +$175K +1,530 +49%
YWS
1002
Yarger Wealth Strategies
Ohio
$532K +$29.6K +259 +6%
BHPW
1003
Beverly Hills Private Wealth
California
$532K -$28.3K -248 -5%
EWA
1004
EverSource Wealth Advisors
Alabama
$532K -$214K -1,875 -29%
WWM
1005
Western Wealth Management
Colorado
$532K -$238K -2,088 -31%
NGA
1006
Naples Global Advisors
Florida
$531K -$3.88K -34 -0.7%
KCM
1007
Kathmere Capital Management
Pennsylvania
$531K -$2.85K -25 -0.5%
HIMC
1008
Heritage Investors Management Corp
Maryland
$531K – – –
SYBT
1009
Stock Yards Bank & Trust
Kentucky
$530K +$530K +4,645 New
BW
1010
BIP Wealth
Georgia
$529K +$40.5K +355 +8%
SMA
1011
Seven Mile Advisory
New Jersey
$529K +$19.6K +172 +4%
BWP
1012
Barlow Wealth Partners
Kentucky
$528K – – –
PCA
1013
Prosperity Capital Advisors
Ohio
$520K -$116K -1,015 -18%
CA
1014
Claro Advisors
Massachusetts
$516K -$62.7K -549 -11%
CCP
1015
Cane Capital Partners
Louisiana
$513K +$19.5K +171 +4%
PW
1016
PUREfi Wealth
Massachusetts
$513K +$291K +2,551 +131%
Financial Engines Advisors
1017
Financial Engines Advisors
California
$512K +$290K +2,542 +131%
SAM
1018
Secure Asset Management
Michigan
$512K -$27.2K -238 -5%
BMCM
1019
Bryn Mawr Capital Management
Pennsylvania
$511K -$116K -1,016 -18%
SG
1020
StoneX Group
New York
$507K +$132K +1,160 +36%
OP
1021
Oslo Pensjonsforsikring
$503K +$183K +1,600 +57%
MWM
1022
Modern Wealth Management
Kansas
$502K +$61.1K +535 +14%
SFGM
1023
Stonebridge Financial Group (Missouri)
Missouri
$501K -$3.88K -34 -0.8%
WFI
1024
West Family Investments
California
$500K +$2.85K +25 +0.6%
SSA
1025
Shepherd Street Advisors
California
$498K +$61.5K +539 +15%