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Name Holding Trade Value Shares
Change
Change in
Stake
CAMV
1376
Concord Asset Management (Virginia)
Virginia
$3.8M +$142K +357 +4%
CA
1377
COFG Advisors
Illinois
$3.79M +$381K +958 +12%
SSWM
1378
Smith Salley Wealth Management
North Carolina
$3.79M +$177K +446 +5%
EF
1379
Evanson Financial
Virginia
$3.78M +$3.58M +8,989 New
WFI
1380
West Family Investments
California
$3.78M +$737K +1,854 +26%
Polen Capital Management
1381
Polen Capital Management
Florida
$3.77M +$639K +1,606 +22%
NWMG
1382
National Wealth Management Group
Ohio
$3.77M +$157K +396 +5%
WAM
1383
Weatherly Asset Management
California
$3.76M -$18.7K -47 -0.5%
MMG
1384
Monetary Management Group
Missouri
$3.76M -$31.8K -80 -0.9%
JCM
1385
Jacobi Capital Management
Pennsylvania
$3.75M -$158K -398 -4%
DIM
1386
DLK Investment Management
California
$3.75M +$1.08M +2,718 +17%
PWS
1387
Proactive Wealth Strategies
Georgia
$3.73M +$1.59K +4 +0%
FP
1388
Financial Perspectives
Minnesota
$3.73M +$99.4K +250 +3%
CB
1389
CNB Bank
Pennsylvania
$3.73M -$200K -502 -5%
FWM
1390
Foguth Wealth Management
Michigan
$3.73M +$328K +825 +9%
CGA
1391
Crescent Grove Advisors
Illinois
$3.72M -$11.1K -28 -0.3%
OC
1392
OceanIQ Capital
California
$3.7M +$4.42M +11,124 New
IIL
1393
Income Insurance Ltd
$3.69M +$63.6K +160 +2%
HP
1394
Hilltop Partners
Indiana
$3.67M +$350K +880 +11%
SFG
1395
Synergy Financial Group
California
$3.64M -$717K -1,803 -17%
OL
1396
Optas LLC
Texas
$3.64M +$122K +307 +4%
PJWM
1397
Philip James Wealth Mangement
Georgia
$3.64M +$77.6K +195 +2%
AW
1398
Alchemi Wealth
Connecticut
$3.63M -$226K -568 -6%
CWWM
1399
Clear Wave Wealth Management
New Jersey
$3.63M +$4.38K +11 +0.1%
SF
1400
Seek First
California
$3.62M -$70.4K -177 -2%