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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1351
Wisconsin Capital Management
Wisconsin
$4.62M +$276K +681 +8%
EWM
1352
EPG Wealth Management
Georgia
$4.61M +$81.2K +200 +2%
CRI
1353
Colonial River Investments
Virginia
$4.59M -$161K -396 -4%
LIP
1354
Lighthouse Investment Partners
Florida
$4.59M +$3.28M +8,072 +528%
RCM
1355
Regency Capital Management
Hawaii
$4.58M +$3.9M +9,599 New
AWA
1356
Argos Wealth Advisors
California
$4.58M -$288K -710 -7%
MBT
1357
Montecito Bank & Trust
California
$4.56M -$48.7K -120 -1%
FWA
1358
Fulcrum Wealth Advisors
Washington
$4.55M -$255K -629 -6%
LCWM
1359
Legacy Capital Wealth Management
Texas
$4.55M +$162K +398 +4%
PWM
1360
Peterson Wealth Management
Nevada
$4.54M +$13K +32 +0.3%
SFCL
1361
Strengthening Families & Communities LLC
Massachusetts
$4.54M +$102K +252 +3%
HCC
1362
Hirtle Callaghan & Co
Pennsylvania
$4.5M – – –
DL
1363
Dockside LLC
New York
$4.46M +$3.79M +9,329 New
WMP
1364
Wealth Management Partners
Arizona
$4.45M -$5.68K -14 -0.1%
SW
1365
Simplicity Wealth
New Jersey
$4.45M +$1.65M +4,054 +77%
LWAM
1366
Legacy Wealth Asset Management
Minnesota
$4.44M -$176K -433 -4%
EFMH
1367
E Fund Management (HK)
Hong Kong
$4.43M +$479K +1,181 +15%
HRCM
1368
Hood River Capital Management
Florida
$4.39M +$650K +1,601 +21%
AAM
1369
Azzad Asset Management
Virginia
$4.37M -$91.7K -226 -2%
ZIM
1370
Zacks Investment Management
Illinois
$4.37M +$31.2K +77 +0.8%
HIMS
1371
Hager Investment Management Services
New Hampshire
$4.36M -$687K -1,694 -16%
PC
1372
Permanens Capital
New York
$4.36M +$1.56M +3,840 +73%
PGWM
1373
Parisi Gray Wealth Management
New Jersey
$4.34M -$70.6K -174 -2%
MA
1374
MONECO Advisors
Connecticut
$4.33M +$1.26M +3,109 +52%
CTC
1375
Central Trust Company
Missouri
$4.33M +$548K +1,350 +17%