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Name Holding Trade Value Shares
Change
Change in
Stake
BRPW
4926
Ballast Rock Private Wealth
South Carolina
$989K +$981K +4,287 New
BWM
4927
Base Wealth Management
Florida
$989K -$2.29K -10 -0.2%
CIAS
4928
CBIZ Investment Advisory Services
Ohio
$988K +$22.9K +100 +2%
ACM
4929
Anfield Capital Management
California
$987K -$17.6K -77 -2%
VAMG
4930
Voisard Asset Management Group
Michigan
$987K +$123K +536 +14%
FM
4931
Foster & Motley
Ohio
$987K +$122K +535 +14%
SR
4932
Syntax Research
Florida
$986K -$6.86K -30 -0.7%
POIA
4933
Pin Oak Investment Advisors
Texas
$985K +$11.7K +51 +1%
EP
4934
Ehrenkranz Partners
New York
$985K +$587K +2,566 +151%
PA
4935
Persium Advisors
Georgia
$981K -$57.4K -251 -6%
IIA
4936
Integrity Investment Advisors
Colorado
$981K +$45.5K +199 +5%
WMN
4937
Wealth Management Nebraska
Nebraska
$981K +$4.12K +18 +0.4%
CKAIS
4938
Christensen King & Associates Investment Services
Washington
$980K -$22.9K -100 -2%
GAM
4939
Gould Asset Management
California
$978K +$2.29K +10 +0.2%
AAS
4940
Asset Allocation Strategies
Michigan
$978K +$3.66K +16 +0.4%
PWP
4941
Parkwoods Wealth Partners
New York
$978K +$35.9K +157 +4%
MBI
4942
May Barnhard Investments
Maryland
$976K -$27.5K -120 -3%
T
4943
Tableaux
Massachusetts
$975K -$1.15M -5,006 -54%
MP
4944
Moment Partners
California
$974K +$59.5K +260 +7%
HFA
4945
High Falls Advisors
New York
$972K -$31.1K -136 -3%
CIM
4946
Capital Investment Management
Missouri
$970K +$961K +4,202 New
SPL
4947
Smart Portfolios LLC
Washington
$970K -$3.43K -15 -0.4%
BWA
4948
Bestgate Wealth Advisors
Maryland
$967K +$51.9K +227 +6%
WW
4949
Wright Wealth
Georgia
$966K +$957K +4,185 New
SRWM
4950
Shira Ridge Wealth Management
California
$963K -$22.4K -98 -2%