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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1626
Mattern Wealth Management
Kansas
$502K +$126K +518 +30%
LWM
1627
Liberty Wealth Management
California
$501K +$25.9K +107 +5%
DDC
1628
DF Dent & Co
Maryland
$500K +$4.12K +17 +0.8%
CAC
1629
Certified Advisory Corp
Florida
$500K +$215K +889 +67%
HVIA
1630
Hudson Valley Investment Advisors
New York
$499K -$34.2K -141 -6%
FPWM
1631
FSB Premier Wealth Management
Iowa
$497K -$17.9K -74 -3%
KWS
1632
Keystone Wealth Services
California
$497K +$1.21K +5 +0.2%
VAFP
1633
Vahanian & Associates Financial Planning
New York
$497K +$534K +2,203 New
GCMG
1634
Gyroscope Capital Management Group
Florida
$497K +$534K +2,205 New
NAS
1635
Nicolet Advisory Services
Wisconsin
$496K -$9.7K -40 -2%
LRIC
1636
Long Road Investment Counsel
Michigan
$496K
LSPW
1637
Lake Street Private Wealth
Illinois
$496K +$4.61K +19 +0.9%
KLWA
1638
Kelly Lawrence W & Associates
California
$496K +$17K +70 +3%
WCA
1639
Westover Capital Advisors
Delaware
$493K -$727 -3 -0.1%
DF
1640
Donoghue Forlines
Massachusetts
$492K -$910K -3,755 -63%
CCM
1641
Cullen Capital Management
New York
$492K -$18.4K -76 -3%
CWM
1642
Circle Wealth Management
New Jersey
$492K -$7.27K -30 -1%
HCM
1643
Howland Capital Management
Massachusetts
$491K -$1.45K -6 -0.3%
SGI
1644
Summit Global Investments
Utah
$490K -$3.57M -14,731 -87%
CG
1645
CFO4Life Group
Texas
$490K -$13.6K -56 -3%
FNC
1646
First National Corp
Massachusetts
$490K -$2.91K -12 -0.5%
HFM
1647
Harvest Fund Management
China
$490K +$372K +1,535 +241%
HGERS
1648
Householder Group Estate & Retirement Specialist
Arizona
$488K +$3.39K +14 +0.6%
RDIA
1649
RE Dickinson Investment Advisors
Iowa
$487K
AFP
1650
Ausdal Financial Partners
Iowa
$487K +$24K +99 +5%