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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
1801
HF Advisory Group
Maryland
$465K +$474K +1,769 New
WCG
1802
Weaver Consulting Group
California
$464K – – –
TAM
1803
Townsend Asset Management
North Carolina
$464K +$133K +495 +39%
WP
1804
WMS Partners
Maryland
$463K +$13.4K +50 +3%
BAM
1805
Blueshift Asset Management
New Jersey
$463K +$216K +806 +84%
SDWMA
1806
Schneider Downs Wealth Management Advisors
Pennsylvania
$462K +$191K +712 +68%
CWMU
1807
Caliber Wealth Management (Utah)
Utah
$459K +$468K +1,747 New
IP
1808
Ignite Planners
California
$457K +$154K +574 +47%
EFG
1809
Ethos Financial Group
Pennsylvania
$457K +$465K +1,733 New
LPAM
1810
Lodestar Private Asset Management
California
$453K +$463K +1,727 New
CAL
1811
Capital Advisors Ltd
Ohio
$451K -$146K -544 -22%
MW
1812
MBL Wealth
North Carolina
$451K +$461K +1,719 New
SBL
1813
Sargent Bickham Lagudis
Colorado
$450K -$3.75K -14 -0.8%
FL
1814
Fort LP
Maryland
$450K -$164K -613 -26%
WPA
1815
West Paces Advisors
Georgia
$449K +$9.11K +34 +2%
FM
1816
Family Management
New York
$449K +$13.1K +49 +3%
CWS
1817
Confluence Wealth Services
Pennsylvania
$448K -$1.07K -4 -0.2%
VWM
1818
Vigilare Wealth Management
Arizona
$446K +$268 +1 +0.1%
SSG
1819
Summit Securities Group
New York
$446K -$3.95M -14,741 -90%
HC
1820
Hamilton Capital
Ohio
$445K +$89.8K +335 +25%
TWM
1821
Thrive Wealth Management
Pennsylvania
$445K +$71K +265 +19%
BAM
1822
Beaumont Asset Management
Texas
$444K +$268 +1 +0.1%
3F
1823
360 Financial
Minnesota
$444K – – –
GAB
1824
German American Bancorp
Indiana
$443K -$65.7K -245 -13%
CWM
1825
Centurion Wealth Management
Virginia
$441K +$450K +1,680 New