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Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
1401
Howard Capital Management Group
California
$1.21M +$101K +576 +10%
CAM
1402
Claret Asset Management
Quebec, Canada
$1.21M +$94.5K +541 +10%
SIC
1403
Samalin Investment Counsel
New York
$1.21M -$34.6K -198 -3%
Arax Advisory Partners
1404
Arax Advisory Partners
Colorado
$1.21M +$162K +925 +18%
SIC
1405
Sigma Investment Counselors
Michigan
$1.2M – – –
PIM
1406
Profit Investment Management
Maryland
$1.2M – – –
Savvy Advisors Inc
1407
Savvy Advisors Inc
New York
$1.2M +$377K +2,159 +55%
ZF
1408
Zhang Financial
Michigan
$1.2M +$48.1K +275 +5%
CHA
1409
Carmichael Hill & Associates
Maryland
$1.2M +$2.27K +13 +0.2%
North Star Asset Management
1410
North Star Asset Management
Wisconsin
$1.2M +$80K +458 +8%
SWP
1411
Strategic Wealth Partners
Ohio
$1.19M -$35.7K -204 -3%
WesBanco Bank
1412
WesBanco Bank
West Virginia
$1.19M -$32.5K -186 -3%
RCA
1413
Riverview Capital Advisers
Massachusetts
$1.19M +$6.12K +35 +0.6%
Journey Strategic Wealth
1414
Journey Strategic Wealth
New Jersey
$1.19M +$430K +2,460 +69%
EWA
1415
Evolution Wealth Advisors
Florida
$1.19M +$63.1K +361 +6%
Intact Investment Management
1416
Intact Investment Management
Quebec, Canada
$1.19M -$175K -1,000 -14%
SIM
1417
Spark Investment Management
New York
$1.19M – – –
VFM
1418
Viking Fund Management
North Dakota
$1.19M – – –
KWS
1419
Keystone Wealth Services
California
$1.19M +$8.56K +49 +0.8%
EC
1420
EdgeRock Capital
Colorado
$1.19M +$61K +349 +6%
WE
1421
Wealth Effects
Massachusetts
$1.18M +$145K +829 +16%
AO
1422
Advisor OS
Illinois
$1.18M +$2.62K +15 +0.3%
AFG
1423
Albion Financial Group
Utah
$1.18M -$29.7K -170 -3%
MAM
1424
Morse Asset Management
Connecticut
$1.18M +$605K +3,462 +138%
XF
1425
XML Financial
Maryland
$1.18M +$30.4K +174 +3%