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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3301
Austin Wealth Management
Texas
$1.66M -$103K -736 -7%
LCGC
3302
Legacy Capital Group California
California
$1.66M +$5.89K +42 +0.4%
PMSA
3303
Patrick M. Sweeney & Associates
Illinois
$1.65M +$1.52M +10,866 New
BIA
3304
Bigelow Investment Advisors
Maine
$1.65M -$40.9K -292 -3%
BWA
3305
Burt Wealth Advisors
Maryland
$1.65M
AWG
3306
Altus Wealth Group
Colorado
$1.64M +$32K +228 +2%
PA
3307
Probity Advisors
Texas
$1.64M -$179K -1,278 -11%
LSIA
3308
LaSalle St. Investment Advisors
Illinois
$1.64M -$552K -3,938 -27%
MLFP
3309
MPS Loria Financial Planners
Illinois
$1.64M +$5.75K +41 +0.4%
RI
3310
Ridgewood Investments
New Jersey
$1.64M +$45.4K +324 +3%
DAM
3311
Doheny Asset Management
California
$1.64M -$84.1K -600 -5%
SL
3312
Stevard LLC
Illinois
$1.64M +$22.7K +162 +2%
AWA
3313
Aletheian Wealth Advisors
Washington
$1.63M -$110K -784 -7%
RCA
3314
Ranch Capital Advisors
Florida
$1.63M +$6.73K +48 +0.5%
PRS
3315
Pinkerton Retirement Specialists
Idaho
$1.62M +$351K +2,504 +31%
CAS
3316
Coppell Advisory Solutions
Texas
$1.62M +$564K +4,025 +60%
CAM
3317
Crestone Asset Management
Colorado
$1.62M -$53K -378 -3%
LD
3318
Lipe & Dalton
New York
$1.61M
TPW
3319
Tiller Private Wealth
Pennsylvania
$1.61M -$73.6K -525 -5%
IWS
3320
Integrity Wealth Solutions
Colorado
$1.6M +$1.48M +10,556 New
AR
3321
Advisory Research
Illinois
$1.6M -$2.46M -17,556 -62%
CBOR
3322
Community Bank of Raymore
Missouri
$1.6M +$1.21M +8,666 +461%
BWM
3323
BCS Wealth Management
Tennessee
$1.6M +$3.92K +28 +0.3%
IIA
3324
ICW Investment Advisors
Arizona
$1.6M +$54K +385 +4%
JCFM
3325
JBR Co Financial Management
Oklahoma
$1.59M +$1.47M +10,489 New