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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1451
CIM Investment Management
Pennsylvania
$3.12M -$20.1K -58 -0.8%
SFCL
1452
Strengthening Families & Communities LLC
Massachusetts
$3.12M +$264K +761 +12%
MFS
1453
Monetta Financial Services
Illinois
$3.11M – – –
Smith Salley Wealth Management
1454
Smith Salley Wealth Management
North Carolina
$3.11M +$524K +1,512 +28%
PWM
1455
Pinnacle Wealth Management
California
$3.11M -$322K -929 -12%
CG
1456
CFO4Life Group
Texas
$3.1M +$916K +2,640 +61%
ZWJ Investment Counsel
1457
ZWJ Investment Counsel
Georgia
$3.1M -$82.9K -239 -3%
MAM
1458
Milestone Asset Management
Pennsylvania
$3.1M -$767K -2,211 -24%
MWA
1459
Monograph Wealth Advisors
California
$3.09M +$135K +389 +6%
HCM
1460
Highview Capital Management
Illinois
$3.08M -$62.8K -181 -3%
CWP
1461
Concord Wealth Partners
Virginia
$3.08M -$509K -1,468 -18%
KLI
1462
Kelman-Lazarov Inc
Tennessee
$3.07M +$31.9K +92 +1%
TCBWMS
1463
Texas Capital Bank Wealth Management Services
Texas
$3.05M +$1.73M +4,995 +267%
SFS
1464
Strategic Financial Services
New York
$3.04M +$6.59K +19 +0.3%
AI
1465
AXS Investments
New York
$3.04M +$530K +1,528 +29%
CQWA
1466
Chokshi & Queen Wealth Advisors
California
$3.03M -$1.73M -5,000 -42%
SG
1467
Sienna Gestion
France
$3.03M – – –
GFA
1468
Gifford Fong Associates
California
$3.02M – – –
Ancora Advisors
1469
Ancora Advisors
Ohio
$3.02M -$184K -531 -7%
UF
1470
Univest Financial
Pennsylvania
$3.01M -$26.7K -77 -1%
CFS
1471
CRA Financial Services
New Jersey
$3M -$166K -479 -7%
BA
1472
Birinyi Associates
Connecticut
$2.99M +$1.81M +5,230 +349%
CPA
1473
Capital Performance Advisors
California
$2.99M +$200K +577 +9%
HWA
1474
HHM Wealth Advisors
Tennessee
$2.99M +$73.9K +213 +3%
IPW
1475
Impact Partnership Wealth
Georgia
$2.99M +$436K +1,257 +23%