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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
2651
Silver Coast Investments
United States
$869K
EWM
2652
Elmwood Wealth Management
California
$868K -$45.7K -115 -5%
DIP
2653
DT Investment Partners
Pennsylvania
$866K
SWA
2654
Strata Wealth Advisors
Texas
$865K +$40.2K +101 +5%
HBW
2655
Hazlett, Burt & Watson
West Virginia
$864K +$95.5K +240 +13%
CPC
2656
Consolidated Planning Corp
Georgia
$863K +$14.7K +37 +2%
BIS
2657
BG Investment Services
Guam
$863K -$308K -775 -27%
CWMG
2658
Compass Wealth Management (Georgia)
Georgia
$862K -$89.9K -226 -10%
CW
2659
Cedarwood Wealth
Colorado
$861K -$12.7K -32 -2%
DWG
2660
Darden Wealth Group
Michigan
$859K -$31.8K -80 -4%
KCM
2661
KRS Capital Management
Michigan
$859K
PGF
2662
Plan Group Financial
Oklahoma
$858K -$239K -601 -23%
SHFG
2663
S Harris Financial Group
Texas
$857K +$28.2K +71 +4%
RMP
2664
Richards, Merrill & Peterson
Washington
$854K +$25.1K +63 +3%
EWM
2665
Evermay Wealth Management
Virginia
$853K +$34.2K +86 +4%
IJWM
2666
Inman Jager Wealth Management
Mississippi
$852K -$18.3K -46 -2%
VIA
2667
Victrix Investment Advisors
Florida
$851K -$11.9K -30 -1%
OC
2668
Oakworth Capital
Alabama
$850K +$27.8K +70 +4%
KW
2669
KWB Wealth
California
$850K +$32.2K +81 +4%
NWM
2670
Nova Wealth Management
Florida
$849K +$228K +573 +40%
SA
2671
Sylvest Advisors
Texas
$849K +$49.3K +124 +7%
CIS
2672
Custom Index Systems
New York
$847K -$26.2K -66 -3%
PA
2673
PFW Advisors
Georgia
$847K -$8.75K -22 -1%
4WM
2674
49 Wealth Management
Texas
$847K +$251K +632 +46%
A
2675
Alongside
Texas
$847K +$801K +2,014 New