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Name Holding Trade Value Shares
Change
Change in
Stake
Lighthouse Financial Services
1551
Lighthouse Financial Services
California
$6.19M +$732K +2,280 +15%
Davis Rea
1552
Davis Rea
Ontario, Canada
$6.18M +$131K +409 +2%
Parkside Financial Bank & Trust
1553
Parkside Financial Bank & Trust
Missouri
$6.18M -$376K -1,170 -6%
RBA Wealth Management
1554
RBA Wealth Management
California
$6.16M -$702K -2,187 -11%
Azzad Asset Management
1555
Azzad Asset Management
Virginia
$6.16M +$109K +340 +2%
Lifeworks Advisors
1556
Lifeworks Advisors
Michigan
$6.16M +$1.16M +3,610 +25%
Bahl & Gaynor
1557
Bahl & Gaynor
Ohio
$6.14M -$122K -380 -2%
Crewe Advisors
1558
Crewe Advisors
Utah
$6.13M +$198K +618 +4%
Connecticut Wealth Management
1559
Connecticut Wealth Management
Connecticut
$6.12M -$481K -1,497 -8%
Butensky & Cohen Financial Security
1560
Butensky & Cohen Financial Security
Florida
$6.12M +$16.1K +50 +0.3%
Asset One Wealth Management
1561
Asset One Wealth Management
Washington
$6.11M +$217K +676 +4%
Bretton Capital Management
1562
Bretton Capital Management
California
$6.11M – – –
Stonebridge Financial Group
1563
Stonebridge Financial Group
California
$6.1M +$5.71M +17,795 New
CCAM
1564
Codex Capital Asset Management
Texas
$6.1M -$29.2K -91 -0.5%
Portfolio Design Labs
1565
Portfolio Design Labs
California
$6.09M -$660K -2,056 -10%
Shelter Rock Management
1566
Shelter Rock Management
New York
$6.09M +$21.5K +67 +0.4%
San Luis Wealth Advisors
1567
San Luis Wealth Advisors
California
$6.09M +$1.25M +3,898 +28%
Commonwealth Retirement Investments
1568
Commonwealth Retirement Investments
Virginia
$6.09M -$812K -2,529 -12%
LWMM
1569
Legacy Wealth Management (Mississippi)
Mississippi
$6.08M -$956K -2,977 -14%
Financial Management Network
1570
Financial Management Network
California
$6.07M -$137K -427 -2%
Alpha Capital Management
1571
Alpha Capital Management
Texas
$6.07M +$44.3K +138 +0.8%
Transamerica Financial Advisors
1572
Transamerica Financial Advisors
Florida
$6.06M -$267K -831 -4%
SevenBridge Financial Group
1573
SevenBridge Financial Group
Pennsylvania
$6.04M +$142K +443 +3%
Empower Advisory Group
1574
Empower Advisory Group
Colorado
$6.04M +$509K +1,585 +10%
Abundance Wealth Counselors
1575
Abundance Wealth Counselors
Pennsylvania
$6.03M +$2.68M +8,353 +91%