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Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
4801
Paradigm Strategies in Wealth Management
Minnesota
$679K -$396 -2 -0.1%
FSCM
4802
Front Street Capital Management
Montana
$678K -$208K -1,053 -25%
VWM
4803
Verus Wealth Management
Wisconsin
$677K -$52K -263 -8%
CAM
4804
Claret Asset Management
Quebec, Canada
$677K -$19.8K -100 -3%
CBOR
4805
Community Bank of Raymore
Missouri
$677K +$192K +970 +46%
SMWM
4806
Silvia McColl Wealth Management
California
$675K
CSF
4807
Capital Squared Financial
Maryland
$673K +$607K +3,066 New
CWA
4808
Clearview Wealth Advisors
Oregon
$672K
AAMC
4809
Asset Allocation & Management Company
Illinois
$670K
EWM
4810
Endowment Wealth Management
Wisconsin
$669K +$270K +1,365 +81%
WAM
4811
Weinberger Asset Management
California
$668K +$4.16K +21 +0.7%
KFSN
4812
Keystone Financial Services (Nebraska)
Nebraska
$668K -$16.2K -82 -3%
AWF
4813
Alpha Wealth Funds
Utah
$667K +$378K +1,908 +173%
TPF
4814
Tribridge Partners Financial
Maryland
$667K +$602K +3,041 New
WI
4815
Wedgewood Investors
Pennsylvania
$666K +$3.96K +20 +0.7%
SNWA
4816
Siligmueller & Norvid Wealth Advisors
Illinois
$664K -$1.19K -6 -0.2%
TFA
4817
TPG Financial Advisors
Oregon
$664K -$103K -519 -15%
CMMS
4818
Comprehensive Money Management Services
Florida
$662K +$15.6K +79 +3%
EWM
4819
Evolution Wealth Management
Florida
$661K +$597K +3,015 New
WFC
4820
Western Financial Corp
California
$659K +$16.4K +83 +3%
IFS
4821
Ifrah Financial Services
Arkansas
$659K +$78.8K +398 +15%
SCA
4822
Strathmore Capital Advisors
North Carolina
$659K +$586K +2,960 New
BAM
4823
BOCHK Asset Management
Hong Kong
$658K -$7.5M -37,900 -93%
CP
4824
Capital Planning
Washington
$656K -$162K -819 -21%
TCB
4825
Texas Capital Bancshares
Texas
$656K +$792 +4 +0.1%