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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1301
ORG Wealth Partners
Texas
$4.31M +$882K +2,217 +28%
PPWM
1302
Paragon Private Wealth Management
Kentucky
$4.31M +$25.5K +64 +0.6%
CBA
1303
Coastal Bridge Advisors
Connecticut
$4.31M +$55.7K +140 +1%
CFD
1304
Creative Financial Designs
Indiana
$4.31M +$224K +562 +6%
AC
1305
Avant Capital
Louisiana
$4.31M +$190K +477 +5%
FBB
1306
Fulton Breakefield Broenniman
Maryland
$4.29M -$881K -2,215 -18%
KIM
1307
Kestra Investment Management
Texas
$4.29M -$107K -269 -3%
GM
1308
GeoWealth Management
Illinois
$4.29M +$202K +507 +5%
Betterment LLC
1309
Betterment LLC
New York
$4.27M +$682K +1,716 +20%
KHCM
1310
Kirtland Hills Capital Management
Ohio
$4.27M +$795 +2 +0%
KFP
1311
KMG Fiduciary Partners
Ohio
$4.27M +$87.9K +221 +2%
FMLI
1312
Fukoku Mutual Life Insurance
Japan
$4.26M +$379K +953 +10%
ZIG
1313
Zullo Investment Group
Pennsylvania
$4.26M +$3.18K +8 +0.1%
SFS
1314
Summit Financial Strategies
Ohio
$4.25M +$398 +1 +0%
SMC
1315
Smith, Moore & Co
Missouri
$4.24M +$5.17K +13 +0.1%
QPWM
1316
Quadrant Private Wealth Management
Pennsylvania
$4.23M +$149K +375 +4%
AGA
1317
Arch Global Advisors
New York
$4.23M -$48.9K -123 -1%
ASA
1318
Axxion S.A.
Luxembourg
$4.21M +$3.98M +10,007 New
RCMF
1319
RK Capital Management (Florida)
Florida
$4.21M +$3.98M +10,000 New
NFG
1320
Nadler Financial Group
Illinois
$4.2M -$16.3K -41 -0.4%
BA
1321
Bridgewater Advisors
New York
$4.2M -$95.5K -240 -2%
CPRC
1322
Consolidated Portfolio Review Corp
New York
$4.17M – – –
AHC
1323
Adell Harriman & Carpenter
Texas
$4.16M -$124K -312 -3%
RIM
1324
Redwood Investment Management
Arizona
$4.14M +$181K +456 +5%
NA
1325
N10 Assets
Connecticut
$4.13M +$3.91M +9,829 New