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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
1376
Live Oak Private Wealth
North Carolina
$914K +$39K +159 +4%
IWM
1377
Iams Wealth Management
Nebraska
$910K +$385K +1,568 +71%
WDG
1378
Wealth Dimensions Group
Ohio
$907K +$113K +459 +14%
FWM
1379
FMB Wealth Management
California
$902K -$1.47K -6 -0.2%
CCM
1380
Check Capital Management
California
$899K
SIM
1381
Sentry Investment Management
Wisconsin
$899K -$3.44K -14 -0.4%
AP
1382
Arlington Partners
Alabama
$899K +$227K +926 +33%
KTM
1383
Keeler Thomas Management
Utah
$896K -$3.52M -14,331 -79%
FCCM
1384
First City Capital Management
Georgia
$894K -$70.7K -288 -7%
Fiera Capital (Canada)
1385
Fiera Capital (Canada)
Quebec, Canada
$893K +$49.8K +203 +6%
BOPW
1386
Brandywine Oak Private Wealth
Pennsylvania
$891K -$11.8K -48 -1%
AIM
1387
Athena Investment Management
California
$891K +$491 +2 +0.1%
BBA
1388
BLB&B Advisors
Pennsylvania
$888K +$4.42K +18 +0.5%
EI
1389
Ellevest Inc
New York
$887K -$21.8K -89 -2%
SSI
1390
Scott & Selber Inc
Texas
$884K +$2.95K +12 +0.3%
ICP
1391
Interchange Capital Partners
Pennsylvania
$880K +$441K +1,796 +97%
RWP
1392
RWA Wealth Partners
Massachusetts
$879K -$17.4K -71 -2%
RIA
1393
Richwood Investment Advisors
Ohio
$879K -$13.5K -55 -1%
PPWP
1394
Proquility Private Wealth Partners
Nevada
$876K -$60.4K -246 -6%
CBA
1395
Coastal Bridge Advisors
Connecticut
$867K +$491 +2 +0.1%
PP
1396
Patron Partners
Texas
$865K +$6.38K +26 +0.7%
CWM
1397
Curi Wealth Management
North Carolina
$864K -$982 -4 -0.1%
APIM
1398
Agate Pass Investment Management
Washington
$863K -$337K -1,372 -28%
CAM
1399
Cypress Asset Management
Texas
$862K +$7.36K +30 +0.8%
BDFN
1400
Bond & Devick Financial Network
Minnesota
$862K