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Name Holding Trade Value Shares
Change
Change in
Stake
FB
1951
Finward Bancorp
Indiana
$560K -$5.65K -50 -0.9%
PSCM
1952
Per Stirling Capital Management
Texas
$559K +$21.9K +194 +4%
CFG
1953
Cooper Financial Group
California
$558K -$48.2K -427 -7%
CH
1954
Cromwell Holdings
Wyoming
$558K -$2.15K -19 -0.3%
LSPW
1955
Lake Street Private Wealth
Illinois
$555K +$67.4K +597 +12%
FFA
1956
Fragasso Financial Advisors
Pennsylvania
$555K -$15.1K -134 -2%
PCMI
1957
Paradigm Capital Management Inc
New York
$554K
ERWM
1958
Elk River Wealth Management
Colorado
$551K
DIP
1959
Davis Investment Partners
North Carolina
$549K -$28.2K -250 -4%
HIS
1960
Harvest Investment Services
Illinois
$549K -$12.1K -107 -2%
HWA
1961
HMV Wealth Advisors
Louisiana
$549K
PWM
1962
Prentice Wealth Management
New York
$548K +$5.65K +50 +0.9%
RWA
1963
River Wealth Advisors
Pennsylvania
$547K -$6.66K -59 -1%
PCS
1964
Personal CFO Solutions
New Jersey
$547K -$736K -6,521 -55%
MP
1965
McDonald Partners
Ohio
$546K
OFA
1966
Oak Family Advisors
Illinois
$545K -$200K -1,769 -25%
GWP
1967
Gen-Wealth Partners
Michigan
$544K +$72.4K +641 +14%
WAM
1968
Wolverine Asset Management
Illinois
$543K -$2.43M -21,530 -80%
GJWM
1969
Gilliland Jeter Wealth Management
Arkansas
$542K +$790 +7 +0.1%
FWP
1970
FAS Wealth Partners
Kansas
$542K +$3.5K +31 +0.6%
KWM
1971
KFG Wealth Management
Indiana
$541K -$2.15K -19 -0.4%
EHAM
1972
Eagle Harbor Asset Management
Washington
$541K +$595K +5,267 New
TC
1973
Trilogy Capital
California
$540K +$47.6K +422 +9%
GIM
1974
Guardian Investment Management
California
$539K -$56.5K -500 -9%
RFG
1975
Range Financial Group
Oregon
$539K -$4.29K -38 -0.7%