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Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
1876
TBH Global Asset Management
Tennessee
$1.07M -$44.7K -130 -4%
LMFP
1877
Larry Mathis Financial Planning
Arizona
$1.07M -$130K -377 -11%
MWA
1878
Meridian Wealth Advisors
Texas
$1.07M
KP
1879
Keel Point
Alabama
$1.07M -$1.9M -5,518 -64%
SWGC
1880
Summit Wealth Group (Colorado)
Colorado
$1.07M +$373K +1,083 +52%
LWM
1881
Lionsbridge Wealth Management
Florida
$1.07M -$16.9K -49 -2%
WSA
1882
Wealth Science Advisors
Georgia
$1.06M
BFA
1883
Bill Few Associates
Pennsylvania
$1.06M +$3.44K +10 +0.3%
AI
1884
Accredited Investors
Minnesota
$1.06M +$1.72K +5 +0.2%
MCP
1885
Miller Capital Partners
Michigan
$1.06M
PEWA
1886
Pacific Excel Wealth Advisors
California
$1.05M +$363K +1,054 +51%
FFL
1887
Future Fund LLC
Illinois
$1.05M -$357K -1,038 -25%
ZIG
1888
Zuckerman Investment Group
Illinois
$1.05M
MG
1889
McHugh Group
Ohio
$1.05M +$16.2K +47 +2%
MPCG
1890
Matrix Private Capital Group
New York
$1.05M -$26.5K -77 -2%
MFS
1891
Monetta Financial Services
Illinois
$1.05M +$1.07M +3,100 New
PF
1892
Prosperitas Financial
California
$1.05M +$1.07M +3,095 New
Financial Engines Advisors
1893
Financial Engines Advisors
California
$1.04M -$129K -375 -11%
FGWP
1894
Founders Grove Wealth Partners
Virginia
$1.04M +$110K +319 +12%
RMC
1895
Ring Mountain Capital
California
$1.04M +$75.7K +220 +8%
CCM
1896
CFO Capital Management
Connecticut
$1.04M +$2.75K +8 +0.3%
SSWM
1897
Sheets Smith Wealth Management
North Carolina
$1.04M +$344 +1 +0%
NG
1898
Navigation Group
California
$1.04M +$1.06M +3,083 New
TF
1899
Tudor Financial
Ohio
$1.04M -$25.8K -75 -2%
WCFA
1900
Walkner Condon Financial Advisors
Wisconsin
$1.03M +$115K +333 +12%