Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2076
Capital Performance Advisors
California
$565K +$22.3K +482 +4%
IWM
2077
Iams Wealth Management
Nebraska
$564K -$6.86K -148 -1%
AAG
2078
Asset Advisory Group
New Jersey
$564K -$4.63K -100 -0.9%
SWMP
2079
Signature Wealth Management Partners
New Jersey
$563K +$20.2K +436 +4%
CCMG
2080
Clark Capital Management Group
Pennsylvania
$562K -$53.7M -1,158,317 -99%
KIA
2081
Kraematon Investment Advisors
Massachusetts
$560K +$3.99K +86 +0.8%
CAM
2082
Campion Asset Management
Virginia
$560K -$7.09K -153 -1%
CW
2083
Code Waechter
Florida
$560K -$352K -7,594 -41%
MAG
2084
MRA Advisory Group
New Jersey
$560K +$1.39K +30 +0.3%
QWM
2085
QP Wealth Management
New Jersey
$559K -$229K -4,941 -31%
UBG
2086
United Bank (Georgia)
Georgia
$559K +$2.97K +64 +0.6%
BFS
2087
BridgePort Financial Solutions
Iowa
$559K -$22.8K -493 -4%
CSPIA
2088
Cary Street Partners Investment Advisory
Virginia
$557K -$50.7K -1,095 -9%
LA
2089
Legacy Advisors
Pennsylvania
$556K +$36.3K +784 +8%
AA
2090
Armis Advisers
Georgia
$556K -$12.2K -263 -2%
SAM
2091
Summit Asset Management
Tennessee
$554K -$76.1K -1,643 -13%
RFA
2092
Rollins Financial Advisors
New York
$554K -$58.1K -1,253 -10%
IHL
2093
Investment House LLC
California
$553K -$20.8K -449 -4%
TWM
2094
TCFG Wealth Management
California
$553K -$252K -5,438 -33%
TIA
2095
TCFG Investment Advisors
California
$553K +$510K +11,014 New
SCM
2096
Stonehearth Capital Management
Massachusetts
$552K -$17.4K -375 -3%
VEA
2097
Virtus ETF Advisers
New York
$550K – – –
RPC
2098
Rossmore Private Capital
Connecticut
$550K -$15.3K -331 -3%
CFS
2099
Commonwealth Financial Services
West Virginia
$549K -$32.9K -710 -6%
HAIM
2100
Hunter Associates Investment Management
Pennsylvania
$549K -$4.08K -88 -0.8%