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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1626
Westover Capital Advisors
Delaware
$529K +$503K +2,189 New
CG
1627
CFO4Life Group
Texas
$528K +$1.38K +6 +0.3%
RDIA
1628
RE Dickinson Investment Advisors
Iowa
$523K
LSPW
1629
Lake Street Private Wealth
Illinois
$523K +$12.6K +55 +3%
AOWM
1630
Alpha Omega Wealth Management
Virginia
$520K
SF
1631
Symphony Financial
Texas
$519K +$474K +2,062 New
SIG
1632
Sky Investment Group
Connecticut
$518K -$233K -1,015 -32%
TCM
1633
Teza Capital Management
Illinois
$518K +$244K +1,060 +98%
KLWA
1634
Kelly Lawrence W & Associates
California
$515K -$193K -840 -28%
SCM
1635
SOL Capital Management
Maryland
$514K
VCP
1636
Verus Capital Partners
Arizona
$512K +$493K +2,144 New
EWG
1637
Executive Wealth Group
Washington
$512K
FCFC
1638
First Citizens Financial Corp
Iowa
$510K
MCM
1639
Magnolia Capital Management
New York
$508K
TCOK
1640
Trust Company of Kansas
Kansas
$508K
FWIA
1641
Fort Washington Investment Advisors
Ohio
$507K
CCA
1642
Childress Capital Advisors
Texas
$507K +$41.8K +182 +10%
MMPW
1643
Mitchell McLeod Pugh & Williams
Alabama
$505K -$3.22K -14 -0.7%
JWM
1644
Jeppson Wealth Management
California
$504K +$13.6K +59 +3%
IFS
1645
Ifrah Financial Services
Arkansas
$504K +$66.6K +290 +16%
MW
1646
Marcum Wealth
Ohio
$502K -$8.96K -39 -2%
CQS
1647
Credential Qtrade Securities
$502K +$32.2K +140 +7%
ICP
1648
Interchange Capital Partners
Pennsylvania
$501K -$53.3K -232 -10%
BHIA
1649
Birch Hill Investment Advisors
Massachusetts
$501K
LWM
1650
Liberty Wealth Management
California
$501K +$56.1K +244 +13%