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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1626
Ignite Planners
California
$1.03M +$12.1K +39 +1%
RCG
1627
Rock Creek Group
District of Columbia
$1.03M +$57.9K +186 +7%
SIAG
1628
Safeguard Investment Advisory Group
California
$1.03M +$189K +606 +27%
SGK
1629
Steigerwald Gordon & Koch
Virginia
$1.03M -$57K -183 -6%
LDB
1630
Lee, Danner & Bass
Tennessee
$1.03M +$207K +663 +30%
FFS
1631
Founders Financial Securities
Maryland
$1.03M -$2.93M -9,411 -77%
PTC
1632
Private Trust Company
Ohio
$1.02M +$122K +393 +16%
BFA
1633
Beacon Financial Advisory
Ohio
$1.02M -$11.2K -36 -1%
BFC
1634
Bedel Financial Consulting
Indiana
$1.02M +$139K +447 +19%
FMP
1635
Financial Management Professionals
Texas
$1.02M +$150K +483 +21%
EW
1636
Evoke Wealth
California
$1.01M +$80.4K +258 +10%
EverSource Wealth Advisors
1637
EverSource Wealth Advisors
Alabama
$1.01M +$127K +408 +17%
Wedge Capital Management
1638
Wedge Capital Management
North Carolina
$1.01M -$13.1K -42 -1%
SAM
1639
Secure Asset Management
Michigan
$1.01M +$74.8K +240 +9%
FRA
1640
Frank Rimerman Advisors
California
$1.01M – – –
Modera Wealth Management
1641
Modera Wealth Management
New Jersey
$1.01M -$772K -2,478 -47%
Stonehage Fleming Financial Services
1642
Stonehage Fleming Financial Services
Jersey
$1.01M +$37.4K +120 +4%
LPP
1643
Life Planning Partners
Florida
$1M – – –
MCM
1644
Monument Capital Management
Virginia
$1M +$113K +363 +15%
RDWM
1645
Red Door Wealth Management
Tennessee
$1M +$171K +549 +25%
Capital Analysts LLC
1646
Capital Analysts LLC
Pennsylvania
$999K +$206K +660 +31%
FCA
1647
FinTrust Capital Advisors
South Carolina
$998K +$65.4K +210 +8%
MWA
1648
Monograph Wealth Advisors
California
$997K -$4.67K -15 -0.5%
EVM
1649
Evelyn V. Moreno
$997K +$864K +2,775 New
MWP
1650
Madison Wealth Partners
Wisconsin
$996K – – –