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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
4801
Defined Wealth Management
Oregon
$670K +$37.4K +183 +6%
HPC
4802
Hobart Private Capital
North Carolina
$669K +$125K +610 +25%
WA
4803
WESPAC Advisors
California
$667K
HWM
4804
HRC Wealth Management
Idaho
$667K +$622K +3,039 New
CMMS
4805
Comprehensive Money Management Services
Florida
$667K +$622K +3,038 New
AW
4806
Apricus Wealth
South Carolina
$665K -$36.8K -180 -6%
CIAS
4807
CBIZ Investment Advisory Services
Ohio
$664K +$24.1K +118 +4%
AP
4808
Aspect Partners
Virginia
$663K -$5.12K -25 -0.8%
FAM
4809
Forte Asset Management
New York
$661K
PWP
4810
Phillips Wealth Planners
Mississippi
$660K +$38.1K +186 +7%
PP
4811
Paloma Partners
Connecticut
$658K -$13M -63,390 -95%
RIM
4812
RW Investment Management
Idaho
$658K +$44.6K +218 +8%
YCG
4813
Yeomans Consulting Group
Georgia
$658K -$69.4K -339 -10%
FLA
4814
Financial Life Advisors
Texas
$657K
IWM
4815
Integris Wealth Management
California
$657K +$90.6K +443 +17%
SLA
4816
Silver Lake Advisory
Utah
$656K
FP
4817
Foundry Partners
Minnesota
$656K +$139K +680 +29%
CAC
4818
Core Alternative Capital
Georgia
$656K -$15.1K -74 -2%
LFA
4819
LGT Financial Advisors
Texas
$655K +$173K +845 +39%
AFM
4820
Anson Funds Management
Texas
$654K
WMN
4821
Wealth Management Nebraska
Nebraska
$654K +$610K +2,982 New
MAP
4822
Moody Aldrich Partners
Massachusetts
$652K -$134K -657 -18%
AWM
4823
Absher Wealth Management
North Carolina
$652K +$42.3K +207 +7%
PWM
4824
Penobscot Wealth Management
Maine
$650K +$41.3K +202 +7%
ELM
4825
Elite Life Management
Florida
$650K +$49.3K +241 +9%