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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1676
North Star Investment Management
Illinois
$615K -$3.37K -7 -0.5%
FFA
1677
Founders Financial Alliance
North Carolina
$611K -$113K -234 -15%
AFG
1678
Allegheny Financial Group
Pennsylvania
$609K +$161K +334 +33%
LFAS
1679
Level Four Advisory Services
Texas
$607K +$111K +230 +21%
1WM
1680
1900 Wealth Management
Texas
$606K -$75.5K -157 -11%
RPWA
1681
Regent Peak Wealth Advisors
Georgia
$606K -$42.3K -88 -6%
PWAG
1682
Polaris Wealth Advisory Group
California
$604K
MPI
1683
Mairs & Power Inc
Minnesota
$599K +$1.92K +4 +0.3%
VCP
1684
Verus Capital Partners
Arizona
$598K +$733K +1,524 New
CGH
1685
CMG Global Holdings
Texas
$595K
WAM
1686
Werlinich Asset Management
Connecticut
$593K +$22.1K +46 +4%
ECAM
1687
East Coast Asset Management
Massachusetts
$591K
AMBIA
1688
Allen Mooney & Barnes Investment Advisors
Georgia
$591K +$624K +1,297 New
MW
1689
Marcum Wealth
Ohio
$590K -$32.7K -68 -5%
CF
1690
Copperwynd Financial
Arizona
$586K +$12.5K +26 +2%
IA
1691
Insight Advisors
Pennsylvania
$585K +$7.7K +16 +1%
AIM
1692
Alhambra Investment Management
Florida
$584K
SWA
1693
Sutton Wealth Advisors
Florida
$584K +$2.89K +6 +0.5%
LWA
1694
Lineweaver Wealth Advisors
Ohio
$583K +$291K +605 +89%
AWA
1695
Arete Wealth Advisors
Illinois
$581K -$43.3K -90 -7%
HCP
1696
Holt Capital Partners
Texas
$581K
BHB
1697
Bank Hapoalim BM
Israel
$580K -$760K -1,580 -55%
HIM
1698
Harbour Investment Management
Washington
$580K
CWM
1699
Circle Wealth Management
New Jersey
$579K -$30.3K -63 -5%
1SB
1700
1ST Source Bank
Indiana
$578K -$3.37K -7 -0.5%