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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Apollon Wealth Management
South Carolina
$10.7M +$573K +1,953 +6%
IAA
802
Independent Advisor Alliance
North Carolina
$10.7M -$87.1K -297 -0.8%
JA
803
JLB & Associates
Michigan
$10.7M -$410K -1,399 -4%
RMA
804
Roffman Miller Associates
Pennsylvania
$10.7M +$2.82M +9,622 +38%
ECP
805
Elwood Capital Partners
New York
$10.6M -$2.93M -10,000 -22%
ITC
806
Inspire Trust Company
Nevada
$10.6M
S
807
SimplyRich
California
$10.6M -$23.2K -79 -0.2%
LI
808
Louisbourg Investments
New Brunswick, Canada
$10.5M +$1.22M +4,156 +11%
AAM
809
Advisors Asset Management
Colorado
$10.5M +$1.68M +5,719 +20%
GCM
810
Greenland Capital Management
New York
$10.5M +$673K +2,292 +7%
TS
811
Triglav Skladi
Slovenia
$10.5M -$4.8M -16,351 -32%
GAG
812
Goodman Advisory Group
Massachusetts
$10.5M +$91K +310 +0.9%
AP
813
Advisortrust Partners
North Carolina
$10.4M +$10M +34,236 New
GCM
814
Gunderson Capital Management
South Carolina
$10.3M +$183K +622 +2%
AMI
815
Amica Mutual Insurance
Rhode Island
$10.3M -$1.47M -5,003 -13%
AGC
816
ARP Global Capital
$10.3M +$9.91M +33,762 New
DCM
817
Dilation Capital Management
New York
$10.2M +$9.89M +33,690 New
PA
818
Profund Advisors
Maryland
$10.2M -$2.26M -7,695 -19%
AWA
819
Acumen Wealth Advisors
Tennessee
$10.2M +$9.84M +33,524 New
FP
820
Financial Perspectives
Minnesota
$10.2M -$71.9K -245 -0.7%
AWA
821
Aaron Wealth Advisors
Illinois
$10.2M +$2.64M +9,013 +37%
CA
822
Callahan Advisors
Texas
$10.2M +$558K +1,903 +6%
VFA
823
Valeo Financial Advisors
Indiana
$10.2M +$638K +2,176 +7%
SGAM
824
Smith Group Asset Management
Texas
$10.1M +$403K +1,375 +4%
IWA
825
IBEX Wealth Advisors
New Jersey
$10.1M +$671K +2,287 +7%