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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1551
Armis Advisers
Georgia
$2.53M +$119K +288 +5%
Waldron Private Wealth
1552
Waldron Private Wealth
Pennsylvania
$2.53M +$145K +352 +5%
SRA
1553
Secured Retirement Advisors
Minnesota
$2.53M +$1.38M +3,352 +97%
SGWP
1554
Sun Group Wealth Partners
California
$2.53M +$163K +395 +6%
ACG
1555
Allen Capital Group
Nebraska
$2.53M -$51.1K -124 -2%
RI
1556
Ruggiero Investments
Florida
$2.52M +$75.4K +183 +3%
ZWJ Investment Counsel
1557
ZWJ Investment Counsel
Georgia
$2.52M +$9.06K +22 +0.3%
CWP
1558
Core Wealth Partners
California
$2.51M +$135K +328 +5%
FM
1559
Family Management
New York
$2.51M +$2.28M +5,542 +460%
MCI
1560
MRP Capital Investments
Georgia
$2.51M +$113K +275 +4%
MA
1561
MJP Associates
Connecticut
$2.51M -$115K -278 -4%
CHAM
1562
Clear Harbor Asset Management
Connecticut
$2.5M +$112K +272 +4%
CAM
1563
CenterStar Asset Management
Illinois
$2.5M +$2.44M +5,913 +715%
EFH
1564
Eaton Financial Holdings
Florida
$2.5M -$503K -1,221 -15%
OWA
1565
One Wealth Advisors
California
$2.49M +$31.7K +77 +1%
AWC
1566
Abundance Wealth Counselors
Pennsylvania
$2.49M +$615K +1,492 +29%
BAM
1567
BLKBRD Asset Management
Connecticut
$2.49M -$799K -1,940 -22%
UF
1568
Univest Financial
Pennsylvania
$2.48M +$67.6K +164 +3%
CIM
1569
Corda Investment Management
Texas
$2.48M +$126K +306 +5%
WE
1570
Wealth Effects
Massachusetts
$2.48M -$284K -690 -9%
SWRP
1571
Summit Wealth & Retirement Planning
California
$2.47M -$61.8K -150 -2%
RA
1572
Range Advisory
Virginia
$2.47M +$459K +1,115 +20%
KA
1573
KLCM Advisors
Wisconsin
$2.47M -$332K -806 -11%
SFCL
1574
Strengthening Families & Communities LLC
Massachusetts
$2.46M -$81.6K -198 -3%
WMWM
1575
Whitaker-Myers Wealth Managers
Ohio
$2.46M +$622K +1,509 +30%