Name Holding Trade Value Shares
Change
Change in
Stake
NW
801
Naviter Wealth
Arkansas
$10.1M -$747K -1,813 -6%
MG
802
Mather Group
Illinois
$10M +$599K +1,455 +6%
CI
803
Cigna Investments
Connecticut
$10M -$143K -348 -1%
VCP
804
Verus Capital Partners
Arizona
$9.99M +$2.52M +6,106 +29%
SRC
805
Sage Rhino Capital
California
$9.9M +$252K +612 +2%
BHWM
806
Beaird Harris Wealth Management
Texas
$9.9M -$1.89M -4,592 -15%
FWM
807
Focused Wealth Management
New York
$9.86M +$896K +2,174 +9%
AWM
808
Avior Wealth Management
Nebraska
$9.84M +$985K +2,392 +10%
GFG
809
Genesis Financial Group
New Jersey
$9.82M +$79.9K +194 +0.7%
SIS
810
Sound Income Strategies
Florida
$9.79M +$391K +949 +4%
SC
811
Syon Capital
California
$9.78M +$172K +417 +2%
FCM
812
Fortis Capital Management
Washington
$9.78M +$297K +720 +3%
EC
813
E20 Capital
$9.75M +$10.8M +26,231 New
SW
814
SVB Wealth
Massachusetts
$9.74M +$985K +2,391 +10%
JWM
815
Jessup Wealth Management
Ohio
$9.73M +$239K +581 +2%
AFA
816
AA Financial Advisors
Ohio
$9.71M +$4.49M +10,903 +72%
LCWP
817
Legacy Capital Wealth Partners
Arkansas
$9.67M +$590K +1,432 +6%
FFG
818
Fortem Financial Group
California
$9.67M +$150K +363 +1%
GWP
819
Gateway Wealth Partners
Wisconsin
$9.65M +$6.28M +15,241 +142%
FNBOO
820
First National Bank of Omaha
Nebraska
$9.64M -$302K -732 -3%
VWA
821
Visionary Wealth Advisors
Illinois
$9.62M – – –
JSW
822
Journey Strategic Wealth
New Jersey
$9.62M +$1.02M +2,469 +11%
PL
823
Parkwood LLC
Ohio
$9.62M +$5.86M +14,215 +122%
DWP
824
Daymark Wealth Partners
Ohio
$9.6M -$770K -1,870 -7%
DC
825
Defender Capital
North Carolina
$9.58M -$556K -1,350 -5%