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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1551
Alerus Financial
North Dakota
$990K -$338K -3,265 -27%
CCG
1552
Chatham Capital Group
Georgia
$988K -$833K -8,045 -47%
AF
1553
Ally Financial
Michigan
$988K
QPW
1554
Quantum Private Wealth
Florida
$988K +$567K +5,476 +156%
W
1555
Wealthquest
Ohio
$986K
EWM
1556
Empirical Wealth Management
Washington
$986K -$141K -1,358 -13%
MMPW
1557
Mitchell McLeod Pugh & Williams
Alabama
$983K -$58.5K -565 -6%
RWP
1558
Ridgecrest Wealth Partners
California
$982K
MSWM
1559
McGlone Suttner Wealth Management
Wisconsin
$982K +$926K +8,939 New
WPC
1560
Wedmont Private Capital
Pennsylvania
$981K +$51.6K +498 +6%
CWAG
1561
Compton Wealth Advisory Group
Virginia
$980K -$207K -2,000 -18%
XI
1562
XXEC Inc
Oklahoma
$978K +$19.5K +188 +2%
CCM
1563
Cribstone Capital Management
Maine
$975K +$23.1K +223 +3%
HSWM
1564
Hubbell Strickland Wealth Management
Louisiana
$971K +$1.76K +17 +0.2%
FP
1565
Financial Perspectives
Minnesota
$969K
EIA
1566
Eldridge Investment Advisors
New Hampshire
$969K -$5.18K -50 -0.6%
VCM
1567
Vivaldi Capital Management
Illinois
$965K +$24K +232 +3%
IP
1568
Investment Partners
Ohio
$963K -$810K -7,827 -47%
CBT
1569
Central Bank & Trust
Kentucky
$963K +$14.6K +141 +2%
IIC
1570
Integrated Investment Consultants
Michigan
$962K +$50K +483 +6%
LAM
1571
Lountzis Asset Management
Pennsylvania
$959K
BRA
1572
Bender Robert & Associates
California
$958K -$26.9K -260 -3%
AAM
1573
AR Asset Management
California
$955K
CA
1574
Cambridge Advisors
Nebraska
$954K -$20.7K -200 -2%
CPA
1575
Cardiff Park Advisors
California
$953K +$174K +1,682 +24%