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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
3001
Graybill Wealth Management
Illinois
$386K -$24.2K -200 -7%
AMG
3002
Advisors Management Group
Wisconsin
$386K
OBWP
3003
O'Brien Wealth Partners
Massachusetts
$385K +$292K +2,420 New
KCM
3004
Kathmere Capital Management
Pennsylvania
$384K +$336K +2,780 New
CFSG
3005
Clark Financial Services Group
Missouri
$384K +$8.72M +72,160 New
LSC
3006
Lyon Street Capital
California
$383K -$1.48M -12,220 -81%
CCM
3007
Cadence Capital Management
Massachusetts
$383K -$162K -1,340 -33%
EW
3008
Element Wealth
Mississippi
$383K -$43.5K -360 -11%
PCAP
3009
Pratt Collard Advisory Partners
New York
$383K
FBFS
3010
First Business Financial Services
Wisconsin
$381K +$333K +2,760 New
OWM
3011
Orgel Wealth Management
Wisconsin
$378K +$21.7K +180 +7%
SDJVC
3012
St. Denis J. Villere & Co
Louisiana
$375K +$70.1K +580 +27%
FCM
3013
Fortis Capital Management
Washington
$372K +$7.25K +60 +2%
KOMWMG
3014
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$372K +$326K +2,700 New
PWM
3015
Praetorian Wealth Management
California
$372K +$326K +2,700 New
SC
3016
Schoolcraft Capital
Colorado
$370K
KLWA
3017
Kelly Lawrence W & Associates
California
$367K
VIM
3018
Vista Investment Management
Pennsylvania
$364K -$24.2K -200 -7%
DC
3019
Derby & Company
Massachusetts
$364K +$319K +2,640 New
RBC
3020
Roble Belko & Company
Pennsylvania
$361K
PCFFS
3021
Pacific Center for Financial Services
California
$361K +$91.8K +760 +41%
Boston Partners
3022
Boston Partners
Massachusetts
$356K
GWAG
3023
Garrett Wealth Advisory Group
Texas
$356K +$4.83K +40 +2%
HWMG
3024
Hurlow Wealth Management Group
Indiana
$354K -$147K -1,220 -35%
CP
3025
Corbenic Partners
Pennsylvania
$353K