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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
2051
Watershed Private Wealth
Illinois
$227K +$209K +589 New
PAM
2052
Palisade Asset Management
Minnesota
$227K +$209K +588 New
FCM
2053
Fourpath Capital Management
Oklahoma
$226K +$209K +587 New
MIG
2054
McGuire Investment Group
Rhode Island
$226K +$208K +586 New
JMF
2055
Johnson Midwest Financial
Iowa
$225K
BDFN
2056
Bond & Devick Financial Network
Minnesota
$225K +$208K +584 New
IP
2057
Ignite Planners
California
$225K +$1.42K +4 +0.7%
VDI
2058
Vaughan David Investments
Illinois
$224K -$54.7K -154 -21%
LWM
2059
LJI Wealth Management
Indiana
$224K +$206K +581 New
WDA
2060
Wendell David Associates
New Hampshire
$222K -$10.7K -30 -5%
BC
2061
Barrett & Company
Rhode Island
$222K +$178K +500 +667%
RCA
2062
Resonant Capital Advisors
Wisconsin
$220K -$11.7K -33 -5%
LAS
2063
LWM Advisory Services
Florida
$220K
CWM
2064
Chemistry Wealth Management
New York
$218K +$201K +565 New
ETCM
2065
Evolutionary Tree Capital Management
Virginia
$218K +$201K +565 New
CWM
2066
Cedar Wealth Management
California
$216K +$24.5K +69 +14%
DWM
2067
Destination Wealth Management
California
$216K +$199K +561 New
WMA
2068
West Michigan Advisors
Michigan
$216K +$199K +561 New
AC
2069
Addison Capital
Pennsylvania
$216K -$17.4K -49 -8%
AP
2070
Adero Partners
California
$216K +$199K +560 New
PNAA
2071
Pictet North America Advisors
Switzerland
$216K +$199K +560 New
DG
2072
DMC Group
Alabama
$216K +$202K +567 New
AWM
2073
Avior Wealth Management
Nebraska
$215K -$204K -574 -51%
FCA
2074
FinTrust Capital Advisors
South Carolina
$213K
WA
2075
Waverly Advisors
Alabama
$213K +$196K +552 New