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Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
1401
Summit Wealth Group (Colorado)
Colorado
$3.2M +$1.09M +2,640 +44%
NSLI
1402
Nan Shan Life Insurance
Taiwan
$3.2M +$3.54M +8,595 New
AFWM
1403
Arta Finance Wealth Management
California
$3.19M +$326K +791 +10%
NWMG
1404
National Wealth Management Group
Ohio
$3.18M -$297K -721 -8%
Smith Salley Wealth Management
1405
Smith Salley Wealth Management
North Carolina
$3.18M +$231K +560 +7%
PWM
1406
Parkshore Wealth Management
California
$3.18M – – –
NF
1407
Nikulski Financial
Iowa
$3.16M +$558K +1,355 +19%
EFS
1408
Econ Financial Services
Pennsylvania
$3.16M +$739K +1,795 +27%
Aristotle Atlantic Partners
1409
Aristotle Atlantic Partners
Florida
$3.15M +$407K +988 +13%
PJWM
1410
Philip James Wealth Mangement
Georgia
$3.14M +$95.6K +232 +3%
Betterment LLC
1411
Betterment LLC
New York
$3.14M +$1.95M +4,738 +128%
PSF
1412
Pacific Sun Financial
California
$3.14M -$14.4K -35 -0.4%
SWM
1413
SHP Wealth Management
Massachusetts
$3.14M +$63.4K +154 +2%
S
1414
SharpePoint
Arizona
$3.13M +$184K +446 +6%
VGDSS
1415
VUB Generali dochodkova spravcovska spolocnost
$3.13M +$386K +937 +13%
MFA
1416
Morling Financial Advisors
California
$3.12M -$4.12K -10 -0.1%
OL
1417
Optas LLC
Texas
$3.11M +$601K +1,459 +21%
WJA
1418
Willis Johnson & Associates
Texas
$3.1M +$48.2K +117 +1%
DCM
1419
DGS Capital Management
New Jersey
$3.09M +$440K +1,069 +15%
LOAME
1420
Lombard Odier Asset Management (Europe)
United Kingdom
$3.07M -$5M -12,147 -60%
ESBC
1421
E.S. Barr & Co
Kentucky
$3.06M – – –
Twin Tree Management
1422
Twin Tree Management
Texas
$3.05M +$3.39M +8,217 New
NFG
1423
Northeast Financial Group
Pennsylvania
$3.05M -$11.1K -27 -0.3%
TF
1424
TLWM Financial
Texas
$3.05M +$107K +259 +3%
Gradient Investments
1425
Gradient Investments
Minnesota
$3.05M -$192K -467 -5%