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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2101
IVC Wealth Advisors
Pennsylvania
$560K -$4.45K -13 -0.8%
GIM
2102
Groesbeck Investment Management
New Jersey
$559K -$9.59K -28 -2%
CWM
2103
Circle Wealth Management
New Jersey
$559K -$1.71K -5 -0.3%
BCM
2104
Brasada Capital Management
Texas
$558K +$528K +1,542 New
AWM
2105
Aberdeen Wealth Management
Illinois
$558K -$961K -2,807 -65%
SF
2106
Sun Financial
Utah
$558K +$215K +629 +89%
BWP
2107
Burling Wealth Partners
Illinois
$558K +$23.6K +69 +5%
DWM
2108
Drive Wealth Management
Utah
$556K -$27.7K -81 -5%
FBT
2109
First Bankers Trust
Kentucky
$556K -$2.4K -7 -0.5%
RIG
2110
Renaissance Investment Group
Massachusetts
$555K -$34.2K -100 -6%
KLCM
2111
KG&L Capital Management
Louisiana
$555K +$191K +559 +57%
KFI
2112
Key Financial Inc
Pennsylvania
$553K -$6.16K -18 -1%
A
2113
Argentarii
Ohio
$552K -$35.9K -105 -7%
LTI
2114
Laffer Tengler Investments
Tennessee
$551K +$29.1K +85 +6%
DWG
2115
Darden Wealth Group
Michigan
$551K +$5.82K +17 +1%
VWM
2116
Vigilare Wealth Management
Arizona
$551K +$3.77K +11 +0.7%
CCM
2117
Consolidated Capital Management
California
$549K
PFA
2118
Perryman Financial Advisory
Texas
$549K +$685 +2 +0.1%
CFA
2119
Capstone Financial Advisors
Illinois
$548K +$3.42K +10 +0.7%
SFA
2120
Seneca Financial Advisors
New York
$545K
CPBTD
2121
Central Pacific Bank - Trust Division
Hawaii
$545K +$73.6K +215 +17%
JWM
2122
Jupiter Wealth Management
Colorado
$543K
ACA
2123
Aspire Capital Advisors
Washington
$543K +$342 +1 +0.1%
FWTB
2124
First Western Trust Bank
Colorado
$542K +$1.03K +3 +0.2%
TWP
2125
Tyche Wealth Partners
Texas
$542K -$6.85K -20 -1%