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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
3426
Tolleson Wealth Management
Texas
$1.1M
SCM
3427
Salem Capital Management
Massachusetts
$1.1M
IWP
3428
Innova Wealth Partners
Pennsylvania
$1.09M +$991K +8,240 New
SHJ
3429
Sharkey, Howes & Javer
Colorado
$1.09M +$101K +840 +11%
RWRC
3430
R.W. Roge & Company
New York
$1.09M
AA
3431
Aufman Associates
Pennsylvania
$1.09M -$63.6K -529 -6%
FFW
3432
Fusion Family Wealth
New York
$1.08M +$48.1K +400 +5%
MSWMA
3433
Market Street Wealth Management Advisors
Indiana
$1.08M
SPI
3434
Santori & Peters Inc
Pennsylvania
$1.08M +$7.7K +64 +0.8%
ODIJL
3435
One Day In July LLC
Vermont
$1.07M -$33.7K -280 -3%
HWA
3436
Heritage Way Advisors
Illinois
$1.07M +$396K +3,296 +69%
GSC
3437
Ground Swell Capital
South Carolina
$1.07M +$968K +8,046 New
TC
3438
Trilogy Capital
California
$1.07M -$18.5K -154 -2%
PWM
3439
Praetorian Wealth Management
California
$1.06M +$101K +839 +12%
Aristotle Capital Management
3440
Aristotle Capital Management
California
$1.06M -$25.3K -210 -3%
CL
3441
CSS LLC
Illinois
$1.06M +$962K +8,000 New
EWG
3442
Executive Wealth Group
Washington
$1.06M -$359K -2,983 -27%
OAM
3443
Oberweis Asset Management
Illinois
$1.06M -$69.5K -578 -7%
WEPOG
3444
Wealth Enhancement & Preservation of GA
Georgia
$1.06M -$889K -7,391 -48%
BSWM
3445
Boston Standard Wealth Management
Massachusetts
$1.05M +$722 +6 +0.1%
EGWAG
3446
Elwood & Goetz Wealth Advisory Group
Georgia
$1.05M +$209K +1,740 +28%
TWM
3447
Trinity Wealth Management
Pennsylvania
$1.05M +$951K +7,904 New
RCA
3448
Rex Capital Advisors
Rhode Island
$1.04M
PWC
3449
PYA Waltman Capital
Tennessee
$1.04M +$529K +4,400 +127%
PA
3450
Paragon Advisors
Texas
$1.03M -$18.2K -151 -2%