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Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
3901
National Wealth Management Group
Ohio
$1.25M +$1.12M +7,061 New
KIC
3902
Keating Investment Counselors
Florida
$1.25M -$8.69K -55 -0.8%
RA
3903
Riversedge Advisors
Delaware
$1.24M -$192K -1,218 -15%
NF
3904
Norwood Financial
Pennsylvania
$1.24M +$1.1M +6,960 New
DGI
3905
Disciplined Growth Investors
Minnesota
$1.23M +$598K +3,787 +120%
CMP
3906
Courage Miller Partners
Virginia
$1.23M +$1.74K +11 +0.2%
BPGAM
3907
BTG Pactual Global Asset Management
Bermuda
$1.23M +$950K +6,010 +674%
KOMWMG
3908
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.23M +$336K +2,123 +44%
NLG
3909
New Legacy Group
New York
$1.23M +$1.09M +6,900 New
SCA
3910
Sassicaia Capital Advisers
New York
$1.23M +$1.09M +6,900 New
FWM
3911
ForthRight Wealth Management
Georgia
$1.22M -$57.7K -365 -5%
MFS
3912
McNamara Financial Services
Massachusetts
$1.22M -$4.74K -30 -0.4%
MIAS
3913
Mason Investment Advisory Services
Virginia
$1.21M +$184K +1,166 +21%
FPIS
3914
Financial Planning & Information Services
Wisconsin
$1.21M +$10.6K +67 +1%
LSC
3915
Lesa Sroufe & Co
Washington
$1.21M +$158 +1 +0%
5SA
3916
5th Street Advisors
Connecticut
$1.21M +$1.07M +6,787 New
RK
3917
Rather & Kittrell
Tennessee
$1.2M +$1.07M +6,758 New
SFA
3918
Seneca Financial Advisors
New York
$1.2M +$178K +1,126 +20%
HWA
3919
Heartwood Wealth Advisors
Virginia
$1.2M +$790 +5 +0.1%
GCWM
3920
Graham Capital Wealth Management
District of Columbia
$1.19M +$1.06M +6,717 New
AFWM
3921
AMJ Financial Wealth Management
Virginia
$1.18M -$443K -2,802 -30%
CAAM
3922
Cornerstone Advisors Asset Management
Pennsylvania
$1.18M +$1.05M +6,626 New
IWP
3923
Insight Wealth Partners
Texas
$1.18M +$365K +2,311 +54%
GWM
3924
Greenhouse Wealth Management
Connecticut
$1.17M -$2.03M -12,871 -66%
PWM
3925
Prentice Wealth Management
New York
$1.16M -$269K -1,704 -21%