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Name Holding Trade Value Shares
Change
Change in
Stake
JF
2151
JSF Financial
California
$492K -$14.6K -46 -3%
SDWMA
2152
Schneider Downs Wealth Management Advisors
Pennsylvania
$491K -$381K -1,200 -44%
CFA
2153
Capstone Financial Advisors
Illinois
$491K +$1.27K +4 +0.3%
IIC
2154
Integrated Investment Consultants
Michigan
$491K -$175K -552 -27%
IWA
2155
IVC Wealth Advisors
Pennsylvania
$491K +$3.49K +11 +0.7%
ACA
2156
Aspire Capital Advisors
Washington
$490K -$13.3K -42 -3%
FWTB
2157
First Western Trust Bank
Colorado
$489K +$190K +600 +67%
PFA
2158
Perryman Financial Advisory
Texas
$487K +$472K +1,489 New
BFA
2159
Brown Financial Advisors
Ohio
$487K -$8.56K -27 -2%
EFH
2160
Eaton Financial Holdings
Florida
$487K -$62.5K -197 -12%
GWM
2161
Greenwich Wealth Management
Connecticut
$487K +$41.9K +132 +10%
SFS
2162
Security Financial Services
Indiana
$486K -$12.4K -39 -3%
RIS
2163
Retirement Income Solutions
Michigan
$486K -$27.3K -86 -5%
BWP
2164
Burling Wealth Partners
Illinois
$486K +$225K +710 +92%
CFA
2165
CWS Financial Advisors
Michigan
$486K
NG
2166
Northstar Group
New York
$485K
NB
2167
Nicolet Bankshares
Wisconsin
$484K +$21.9K +69 +5%
PWM
2168
Palumbo Wealth Management
New York
$483K +$27.6K +87 +6%
AIM
2169
Acropolis Investment Management
Missouri
$483K +$73.9K +233 +19%
MKA
2170
M. Kulyk & Associates
Georgia
$483K -$19.7K -62 -4%
TVPW
2171
Third View Private Wealth
Connecticut
$482K +$468K +1,474 New
FIB
2172
First Interstate Bank
Montana
$482K -$250K -787 -35%
BTWM
2173
Baker Tilly Wealth Management
Wisconsin
$482K +$7.93K +25 +2%
HAS
2174
Holland Advisory Services
Florida
$481K +$20K +63 +4%
AOWM
2175
Asset One Wealth Management
Washington
$479K +$441K +1,390 New