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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1551
Fi3 Financial Advisors
Indiana
$1.28M +$195K +854 +21%
IAG
1552
Investmark Advisory Group
Connecticut
$1.28M -$100K -437 -8%
MCM
1553
Mainstream Capital Management
California
$1.27M +$1.11M +4,870 New
LCWP
1554
Legacy Capital Wealth Partners
Arkansas
$1.27M +$537K +2,355 +94%
Waters Parkerson & Co
1555
Waters Parkerson & Co
Louisiana
$1.27M -$10.3K -45 -0.9%
PGIM Custom Harvest
1556
PGIM Custom Harvest
New Jersey
$1.27M +$792K +3,472 +249%
Journey Advisory Group
1557
Journey Advisory Group
Kentucky
$1.27M – – –
SIS
1558
Strategic Investment Solutions
Illinois
$1.27M +$177K +778 +19%
Global Wealth Management Investment Advisory
1559
Global Wealth Management Investment Advisory
Florida
$1.27M -$30.8K -135 -3%
WAS
1560
Winch Advisory Services
Wisconsin
$1.27M -$11.9K -52 -1%
Gemmer Asset Management
1561
Gemmer Asset Management
California
$1.27M +$40.8K +179 +4%
MJP Associates
1562
MJP Associates
Connecticut
$1.27M +$67.3K +295 +6%
SMWM
1563
Silvia McColl Wealth Management
California
$1.26M – – –
Glen Eagle Advisors
1564
Glen Eagle Advisors
New Jersey
$1.26M -$165K -725 -13%
EWM
1565
Echo Wealth Management
Minnesota
$1.26M -$288K -1,262 -19%
UAM
1566
Unison Asset Management
Florida
$1.26M – – –
PIMG
1567
Patriot Investment Management Group
Tennessee
$1.25M -$115K -505 -10%
SXL
1568
Summit X LLC
Missouri
$1.25M -$140K -615 -9%
Rockbridge Investment Management
1569
Rockbridge Investment Management
New York
$1.25M +$121K +530 +12%
Lifeworks Advisors
1570
Lifeworks Advisors
Michigan
$1.25M +$48.6K +213 +5%
JCM
1571
Jacobsen Capital Management
Utah
$1.25M +$178K +780 +20%
Evolution Wealth Advisors
1572
Evolution Wealth Advisors
Florida
$1.25M -$283K -1,239 -21%
Oak Grove Capital
1573
Oak Grove Capital
New Hampshire
$1.24M -$68.4K -300 -6%
CWM
1574
CCG Wealth Management
California
$1.24M -$405K -1,774 -27%
KHCM
1575
Kirtland Hills Capital Management
Ohio
$1.24M +$244K +1,070 +29%