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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1801
WMS Partners
Maryland
$463K +$13.4K +50 +3%
BAM
1802
Blueshift Asset Management
New Jersey
$463K +$216K +806 +84%
SDWMA
1803
Schneider Downs Wealth Management Advisors
Pennsylvania
$462K +$191K +712 +68%
CWMU
1804
Caliber Wealth Management (Utah)
Utah
$459K +$468K +1,747 New
IP
1805
Ignite Planners
California
$457K +$154K +574 +47%
EFG
1806
Ethos Financial Group
Pennsylvania
$457K +$465K +1,733 New
LPAM
1807
Lodestar Private Asset Management
California
$453K +$463K +1,727 New
CAL
1808
Capital Advisors Ltd
Ohio
$451K -$146K -544 -22%
MW
1809
MBL Wealth
North Carolina
$451K +$461K +1,719 New
SBL
1810
Sargent Bickham Lagudis
Colorado
$450K -$3.75K -14 -0.8%
FL
1811
Fort LP
Maryland
$450K -$164K -613 -26%
WPA
1812
West Paces Advisors
Georgia
$449K +$9.11K +34 +2%
FM
1813
Family Management
New York
$449K +$13.1K +49 +3%
CWS
1814
Confluence Wealth Services
Pennsylvania
$448K -$1.07K -4 -0.2%
VWM
1815
Vigilare Wealth Management
Arizona
$446K +$268 +1 +0.1%
SSG
1816
Summit Securities Group
New York
$446K -$3.95M -14,741 -90%
HC
1817
Hamilton Capital
Ohio
$445K +$89.8K +335 +25%
TWM
1818
Thrive Wealth Management
Pennsylvania
$445K +$71K +265 +19%
BAM
1819
Beaumont Asset Management
Texas
$444K +$268 +1 +0.1%
3F
1820
360 Financial
Minnesota
$444K
GAB
1821
German American Bancorp
Indiana
$443K -$65.7K -245 -13%
CWM
1822
Centurion Wealth Management
Virginia
$441K +$450K +1,680 New
KP
1823
Keel Point
Alabama
$440K +$54.4K +203 +14%
MWM
1824
Merriman Wealth Management
Washington
$439K -$42.9K -160 -9%
SSW
1825
Stone Summit Wealth
Florida
$439K -$22.8K -85 -5%