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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2901
Aberdeen Wealth Management
Illinois
$649K -$161K -1,020 -20%
WA
2902
Wambolt & Associates
Colorado
$645K -$28.4K -180 -4%
SDAM
2903
Shulman DeMeo Asset Management
New York
$645K
TIM
2904
Thompson Investment Management
Wisconsin
$642K -$28.4K -180 -4%
TC
2905
TAP Consulting
Missouri
$642K +$15.8K +100 +3%
TWA
2906
Tillar-Wenstrup Advisors
Ohio
$642K +$281K +1,780 +77%
FLA
2907
Financial Life Advisors
Texas
$642K +$643K +4,080 New
TCWA
2908
Ten Capital Wealth Advisors
Washington
$642K +$643K +4,080 New
FMP
2909
Financial Management Professionals
Texas
$636K -$18.9K -120 -3%
CPA
2910
Clear Perspective Advisors
Illinois
$633K -$807K -5,120 -20%
BDF
2911
Black Diamond Financial
Maryland
$633K
EFMH
2912
E Fund Management (HK)
Hong Kong
$630K -$10.1M -63,860 -94%
PVWM
2913
Point View Wealth Management
New Jersey
$630K +$15.8K +100 +3%
BRA
2914
Biechele Royce Advisors
Indiana
$630K +$322K +2,040 +104%
UWM
2915
USAdvisors Wealth Management
Minnesota
$629K -$18.9K -120 -3%
CSWG
2916
Cardinal Strategic Wealth Guidance
Kentucky
$627K +$9.46K +60 +2%
FS
2917
Ferguson Shapiro
Georgia
$627K +$154K +980 +33%
TFM
2918
TFC Financial Management
Massachusetts
$627K +$627K +3,980 New
PG
2919
Prostatis Group
Maryland
$620K -$132K -840 -18%
EARNEST Partners
2920
EARNEST Partners
Georgia
$620K
FFG
2921
Fortem Financial Group
California
$620K
SDWMA
2922
Schneider Downs Wealth Management Advisors
Pennsylvania
$620K +$142K +900 +30%
SHWM
2923
Smith & Howard Wealth Management
Georgia
$617K -$151K -960 -20%
CFA
2924
Camarda Financial Advisors
Florida
$617K
Members Trust
2925
Members Trust
Florida
$614K -$347K -2,200 -36%