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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1651
Sheets Smith Wealth Management
North Carolina
$847K -$34.2K -866 -4%
MSFP
1652
Mark Sheptoff Financial Planning
Connecticut
$847K +$219K +5,550 +34%
HT
1653
HighTower Trust
Texas
$847K +$10.4K +263 +1%
AWAP
1654
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$841K +$160K +4,064 +23%
NCM
1655
NCM Capital Management
New Jersey
$841K -$20.8K -527 -2%
Members Trust
1656
Members Trust
Florida
$839K -$28.9K -734 -3%
STA
1657
Summit Trail Advisors
New York
$839K +$225K +5,718 +36%
RCM
1658
RB Capital Management
Nevada
$836K -$38.6K -978 -4%
AFAS
1659
Acorn Financial Advisory Services
Virginia
$832K +$82.5K +2,091 +11%
VNA
1660
Valley National Advisers
Pennsylvania
$829K -$43K -1,091 -5%
MCM
1661
Mork Capital Management
California
$828K
WP
1662
Wedgewood Partners
Missouri
$823K +$16.8K +425 +2%
BWM
1663
BCGM Wealth Management
Indiana
$822K -$133K -3,383 -14%
FA
1664
Fagan Associates
New York
$821K +$18.9K +478 +2%
FFA
1665
Farther Finance Advisors
California
$821K +$531K +13,454 +176%
PWAM
1666
Pinnacle West Asset Management
Wyoming
$817K +$828K +21,000 New
EI
1667
Ellevest Inc
New York
$816K -$56.7K -1,437 -6%
TCBWMS
1668
Texas Capital Bank Wealth Management Services
Texas
$816K +$118 +3 +0%
GAG
1669
GM Advisory Group
New York
$815K +$340K +8,610 +70%
OIA
1670
Optimum Investment Advisors
Illinois
$814K -$148K -3,755 -15%
CS
1671
Capital Square
Tennessee
$812K +$2.72K +69 +0.3%
ST
1672
Spinnaker Trust
Maine
$810K -$73K -1,850 -8%
RW
1673
Rede Wealth
Virginia
$808K
DCM
1674
DGS Capital Management
New Jersey
$808K +$46.5K +1,178 +6%
MCA
1675
Millennium Capital Advisors
Arkansas
$807K -$62.3K -1,581 -7%