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Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1876
Total Clarity Wealth Management
Illinois
$1.08M +$661K +1,922 +149%
QCIG
1877
Quad-Cities Investment Group
Iowa
$1.08M +$59.9K +174 +6%
PWM
1878
Pines Wealth Management
North Carolina
$1.08M -$173K -504 -14%
RPSA
1879
Richard P. Slaughter Associates
Texas
$1.08M -$117K -341 -10%
Requisite Capital Management
1880
Requisite Capital Management
Texas
$1.08M +$654K +1,900 +149%
Nicholas Hoffman & Company
1881
Nicholas Hoffman & Company
Georgia
$1.07M -$25.5K -74 -2%
ISWM
1882
Intesa Sanpaolo Wealth Management
$1.07M -$91.2K -265 -8%
TGAM
1883
TBH Global Asset Management
Tennessee
$1.07M -$44.7K -130 -4%
LMFP
1884
Larry Mathis Financial Planning
Arizona
$1.07M -$130K -377 -11%
Meridian Wealth Advisors
1885
Meridian Wealth Advisors
Texas
$1.07M – – –
Keel Point
1886
Keel Point
Alabama
$1.07M -$1.9M -5,518 -64%
Summit Wealth Group (Colorado)
1887
Summit Wealth Group (Colorado)
Colorado
$1.07M +$373K +1,083 +52%
LWM
1888
Lionsbridge Wealth Management
Florida
$1.07M -$16.9K -49 -2%
WSA
1889
Wealth Science Advisors
Georgia
$1.06M – – –
BFA
1890
Bill Few Associates
Pennsylvania
$1.06M +$3.44K +10 +0.3%
Accredited Investors
1891
Accredited Investors
Minnesota
$1.06M +$1.72K +5 +0.2%
MCP
1892
Miller Capital Partners
Michigan
$1.06M – – –
PEWA
1893
Pacific Excel Wealth Advisors
California
$1.05M +$363K +1,054 +51%
FFL
1894
Future Fund LLC
Illinois
$1.05M -$357K -1,038 -25%
Zuckerman Investment Group
1895
Zuckerman Investment Group
Illinois
$1.05M – – –
MG
1896
McHugh Group
Ohio
$1.05M +$16.2K +47 +2%
MPCG
1897
Matrix Private Capital Group
New York
$1.05M -$26.5K -77 -2%
MFS
1898
Monetta Financial Services
Illinois
$1.05M +$1.07M +3,100 New
PF
1899
Prosperitas Financial
California
$1.05M +$1.07M +3,095 New
Financial Engines Advisors
1900
Financial Engines Advisors
California
$1.04M -$129K -375 -11%