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Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
1851
First Business Financial Services
Wisconsin
$543K +$15.5K +170 +3%
ACM
1852
Allred Capital Management
Texas
$542K +$11.6K +127 +2%
CCA
1853
Childress Capital Advisors
Texas
$541K -$108K -1,185 -17%
AW
1854
Apricus Wealth
South Carolina
$541K +$18.3K +200 +3%
ACM
1855
Arcataur Capital Management
Wisconsin
$541K -$1.37K -15 -0.3%
LWAM
1856
Legacy Wealth Asset Management
Minnesota
$540K +$6.39K +70 +1%
GGA
1857
Granite Group Advisors
Connecticut
$540K +$543K +5,949 New
1WM
1858
1900 Wealth Management
Texas
$539K +$204K +2,230 +60%
BWM
1859
BKM Wealth Management
Wisconsin
$539K -$1.58M -17,360 -75%
RFG
1860
Range Financial Group
Oregon
$538K +$62.2K +681 +13%
NVIM
1861
New Vernon Investment Management
Illinois
$537K
KLWA
1862
Kelly Lawrence W & Associates
California
$536K
TCA
1863
Transcend Capital Advisors
New Jersey
$536K +$227K +2,485 +73%
CRI
1864
Commonwealth Retirement Investments
Virginia
$535K -$1.72M -18,872 -76%
IFWM
1865
Institute for Wealth Management
Colorado
$534K -$163K -1,786 -23%
NB
1866
Northwest Bancshares
Pennsylvania
$533K
BWM
1867
Bulltick Wealth Management
Florida
$533K -$146K -1,601 -21%
SHGA
1868
Sand Hill Global Advisors
California
$532K -$45.4K -497 -8%
RFA
1869
Register Financial Advisors
Georgia
$532K +$265K +2,907 +98%
LWA
1870
Lantern Wealth Advisors
New York
$532K
SOS
1871
Silver Oak Securities
Tennessee
$531K -$55.5K -608 -9%
LFS
1872
Lighthouse Financial Services
California
$529K +$7.12K +78 +1%
HWA
1873
HHM Wealth Advisors
Tennessee
$528K -$7.03K -77 -1%
RWP
1874
Ridgecrest Wealth Partners
California
$528K -$84.1K -921 -14%
UAG
1875
United Advisor Group
Ohio
$528K +$226K +2,481 +74%