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Name Holding Trade Value Shares
Change
Change in
Stake
EP
2076
Essential Planning
New Hampshire
$511K +$511K +4,420 New
BWA
2077
BCU Wealth Advisors
Illinois
$510K +$1.85K +16 +0.4%
WIM
2078
WealthPlan Investment Management
Nebraska
$508K -$21.3K -184 -4%
IP
2079
Ignite Planners
California
$508K +$1.62K +14 +0.3%
AA
2080
Addison Advisors
Vermont
$506K +$10.5K +91 +2%
GXJ
2081
Global X Japan
Japan
$505K +$61.4K +531 +14%
HIF
2082
Hill Island Financial
Michigan
$505K -$5.55K -48 -1%
GFA
2083
Gallagher Fiduciary Advisors
Illinois
$505K +$109K +942 +27%
WDC
2084
Woodward Diversified Capital
California
$503K -$208K -1,797 -29%
PWMG
2085
Prestige Wealth Management Group
New Jersey
$501K +$40.1K +347 +8%
LSV Asset Management
2086
LSV Asset Management
Illinois
$501K – – –
SCP
2087
Sivia Capital Partners
California
$501K +$98.7K +854 +24%
TCWM
2088
Total Clarity Wealth Management
Illinois
$500K +$14.2K +123 +3%
IAG
2089
Ipsen Advisor Group
Arkansas
$500K +$511K +4,418 New
MCM
2090
Mengis Capital Management
Oregon
$499K -$11.4K -99 -2%
SWM
2091
Segment Wealth Management
Texas
$499K -$47.3K -409 -8%
VI
2092
Versor Investments
New York
$498K -$150K -1,300 -23%
SNB
2093
Security National Bank
Nebraska
$498K -$16.8K -145 -3%
NCM
2094
NCM Capital Management
New Jersey
$498K – – –
MWM
2095
MBE Wealth Management
Wisconsin
$498K -$84K -727 -14%
NAMP
2096
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$497K -$28.9K -250 -5%
QC
2097
Quantessence Capital
New York
$496K +$507K +4,383 New
CFS
2098
Cannon Financial Strategists
Georgia
$493K – – –
S
2099
Sunpointe
Missouri
$492K +$231 +2 +0%
TPWA
2100
TRUE Private Wealth Advisors
Oregon
$490K -$17.7K -153 -3%