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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1901
Perfromance Wealth Partners
Illinois
$787K +$368K +2,791 +93%
PB
1902
Pinnacle Bancorp
Nebraska
$786K -$31.5K -239 -4%
BWM
1903
Baron Wealth Management
Michigan
$782K +$48.8K +370 +7%
GIM
1904
Guardian Investment Management
California
$782K -$171K -1,300 -18%
HB
1905
Horizon Bancorp
Indiana
$781K +$278K +2,110 +58%
WP
1906
WealthPLAN Partners
Nebraska
$780K -$57.4K -435 -7%
SFSG
1907
Sound Financial Strategies Group
Mississippi
$780K +$27.3K +207 +4%
SWM
1908
Stockman Wealth Management
Montana
$779K +$7.38K +56 +1%
HR
1909
Howe & Rusling
New York
$777K +$30.7K +233 +4%
FFG
1910
Fortem Financial Group
California
$776K -$215K -1,630 -22%
WC
1911
Westhampton Capital
North Carolina
$775K
CCP
1912
Cushing Capital Partners
Wisconsin
$775K -$47.9K -363 -6%
BAM
1913
Brave Asset Management
New Jersey
$774K +$13.2K +100 +2%
LWAM
1914
Legacy Wealth Asset Management
Minnesota
$769K -$4.09K -31 -0.5%
DIP
1915
Davis Investment Partners
North Carolina
$769K +$5.67K +43 +0.8%
3IP
1916
3Chopt Investment Partners
Virginia
$769K +$14.2K +108 +2%
PW
1917
Pandora Wealth
Illinois
$767K +$4.22K +32 +0.6%
HW
1918
Hedeker Wealth
Illinois
$763K +$740K +5,610 New
CFG
1919
Cooper Financial Group
California
$762K +$24.3K +184 +3%
OC
1920
Oarsman Capital
Wisconsin
$762K +$8.57K +65 +1%
HWA
1921
HMV Wealth Advisors
Louisiana
$761K +$29.8K +226 +4%
S
1922
Sachetta
Massachusetts
$761K -$44.3K -336 -6%
MWM
1923
MGB Wealth Management
Texas
$757K -$93.1K -706 -11%
EAM
1924
Evanson Asset Management
California
$757K +$204K +1,550 +39%
VWA
1925
Visionary Wealth Advisors
Illinois
$755K +$1.05K +8 +0.1%