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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1701
Lake Street Private Wealth
Illinois
$465K +$20.4K +60 +5%
CWM
1702
Cordatus Wealth Management
Pennsylvania
$465K – – –
SFG
1703
Synergy Financial Group
California
$465K -$107K -316 -19%
ACM
1704
Aljian Capital Management
Nevada
$464K -$132K -388 -23%
RWP
1705
Revolve Wealth Partners
New Jersey
$462K +$3.06K +9 +0.7%
KSB
1706
Kennebec Savings Bank
Maine
$461K -$46.3K -136 -9%
SSW
1707
Smith Shellnut Wilson
Mississippi
$461K -$17.7K -52 -4%
EWM
1708
Evermay Wealth Management
Virginia
$460K +$2.38K +7 +0.5%
WCM
1709
Weaver Capital Management
Georgia
$460K -$144K -423 -24%
ST
1710
Somerset Trust
Pennsylvania
$460K -$23.5K -69 -5%
WWWM
1711
White Wing Wealth Management
Texas
$458K +$445K +1,308 New
BOH
1712
Bank of Hawaii
Hawaii
$457K -$137K -404 -24%
Fort Washington Investment Advisors
1713
Fort Washington Investment Advisors
Ohio
$456K -$304K -895 -41%
BCM
1714
Berbice Capital Management
New York
$455K – – –
Quotient Wealth Partners
1715
Quotient Wealth Partners
Texas
$455K -$45.9K -135 -9%
YP
1716
YANKCOM Partnership
South Dakota
$452K -$7.82K -23 -2%
LF
1717
LifePlan Financial
Minnesota
$452K +$439K +1,291 New
VBCG
1718
Valley Brook Capital Group
Pennsylvania
$451K +$3.4K +10 +0.8%
TS
1719
Triglav Skladi
Slovenia
$449K -$2.04K -6 -0.5%
Circle Wealth Management
1720
Circle Wealth Management
New Jersey
$449K +$21.8K +64 +5%
Burney Company
1721
Burney Company
Virginia
$448K -$8.84K -26 -2%
FMLI
1722
Fukoku Mutual Life Insurance
Japan
$448K -$70.7K -208 -14%
OL
1723
OneFund LLC
Florida
$447K +$22.4K +66 +5%
TWM
1724
Tradition Wealth Management
Minnesota
$446K -$81.6K -240 -16%
CANC
1725
Culbertson A N & Co
Virginia
$444K -$138K -405 -24%