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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1201
Asset Dedication LLC
California
$1.79M +$154K +3,564 +10%
MI
1202
Motiv8 Investments
Florida
$1.79M +$225K +5,193 +15%
FCP
1203
Fidelis Capital Partners
Florida
$1.79M -$101K -2,335 -5%
IP
1204
Ignite Planners
California
$1.78M -$37.5K -866 -2%
SSWM
1205
Smith Salley Wealth Management
North Carolina
$1.78M -$22.9K -529 -1%
SGCA
1206
Steel Grove Capital Advisors
Tennessee
$1.78M – – –
MIC
1207
Meridian Investment Counsel
California
$1.77M -$25.3K -585 -1%
HI
1208
Harrington Investments
California
$1.77M -$81.1K -1,873 -4%
OWA
1209
Octavia Wealth Advisors
Ohio
$1.76M +$283K +6,543 +19%
YAM
1210
Yacktman Asset Management
Texas
$1.76M -$476K -11,000 -22%
TCM
1211
Triumph Capital Management
Colorado
$1.76M +$939K +21,689 +118%
SB
1212
Strategic Blueprint
Georgia
$1.75M -$47.6K -1,099 -3%
EWM
1213
EPG Wealth Management
Georgia
$1.75M -$55.6K -1,284 -3%
IJWM
1214
Inman Jager Wealth Management
Mississippi
$1.75M -$20.4K -472 -1%
AWM
1215
Avior Wealth Management
Nebraska
$1.75M -$56.5K -1,305 -3%
HCP
1216
Hexagon Capital Partners
Arkansas
$1.74M +$85.8K +1,981 +5%
CVM
1217
Cheviot Value Management
California
$1.74M -$19.7K -455 -1%
FWM
1218
Forza Wealth Management
Florida
$1.74M +$45.9K +1,061 +3%
AIA
1219
Affinity Investment Advisors
California
$1.74M +$29.8K +688 +2%
4WM
1220
44 Wealth Management
Oregon
$1.73M -$1.47M -33,922 -46%
TRCT
1221
Tower Research Capital (TRC)
New York
$1.73M -$2.78M -64,179 -62%
FA
1222
Fiduciary Alliance
South Carolina
$1.73M +$292K +6,743 +21%
AWM
1223
Accurate Wealth Management
Florida
$1.73M +$85.8K +1,982 +5%
DCM
1224
Donaldson Capital Management
Indiana
$1.73M +$145K +3,353 +9%
PFSC
1225
Peoples Financial Services Corp
Pennsylvania
$1.73M -$8.14K -188 -0.5%