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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2751
Fingerlakes Wealth Management
New York
$4.66M -$177K -1,239 -3%
LWM
2752
Lodestone Wealth Management
Washington
$4.66M +$5.13M +35,863 New
APW
2753
Aurora Private Wealth
New Jersey
$4.65M -$1.56M -10,930 -23%
IWS
2754
Insight Wealth Strategies
California
$4.65M -$3.85M -26,914 -43%
VC
2755
Veracity Capital
Georgia
$4.65M -$100K -702 -2%
SI
2756
Saxon Interests
Texas
$4.65M -$503K -3,520 -9%
CA
2757
Cresta Advisors
Texas
$4.65M -$298K -2,086 -6%
CF
2758
Corrigan Financial
Rhode Island
$4.64M -$150K -1,051 -3%
AO
2759
Advisor OS
Illinois
$4.64M +$2.8M +19,611 +122%
GWM
2760
Gitterman Wealth Management
New Jersey
$4.64M +$166K +1,164 +3%
FIM
2761
Fruth Investment Management
Texas
$4.64M -$3.57K -25 -0.1%
TSWM
2762
Triangle Securities Wealth Management
North Carolina
$4.63M -$78.2K -547 -2%
SCM
2763
Seascape Capital Management
New Hampshire
$4.63M -$3.29K -23 -0.1%
VW
2764
Vance Wealth
California
$4.63M +$143 +1 +0%
PPWM
2765
Paragon Private Wealth Management
Kentucky
$4.63M +$206K +1,444 +4%
CIG
2766
Cascade Investment Group
Colorado
$4.61M +$5.07M +35,477 New
WBCM
2767
Wilson & Boucher Capital Management
California
$4.61M -$64.2K -449 -1%
1WM
2768
1900 Wealth Management
Texas
$4.61M +$34.2K +239 +0.7%
WMA
2769
West Michigan Advisors
Michigan
$4.6M -$9.86K -69 -0.2%
SMA
2770
Sage Mountain Advisors
Georgia
$4.6M +$158K +1,104 +3%
SHFA
2771
SC&H Financial Advisors
Maryland
$4.6M -$256K -1,792 -5%
RLWM
2772
RF&L Wealth Management
Massachusetts
$4.59M +$5.05M +35,364 New
FA
2773
Faithward Advisors
Pennsylvania
$4.59M +$192K +1,342 +4%
BIA
2774
Bigelow Investment Advisors
Maine
$4.59M -$569K -3,982 -10%
BAM
2775
Byrne Asset Management
New Jersey
$4.59M -$120K -840 -2%