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Name Holding Trade Value Shares
Change
Change in
Stake
IG
5001
IFS Group
Pennsylvania
$961K +$110K +438 +12%
DCBT
5002
Dakota Community Bank & Trust
North Dakota
$959K +$1.51K +6 +0.1%
GGA
5003
Granite Group Advisors
Connecticut
$959K -$761K -3,033 -43%
FH
5004
Financial Harvest
Florida
$958K +$93.6K +373 +10%
TFM
5005
Trademark Financial Management
Minnesota
$956K -$39.7K -158 -4%
MSWM
5006
Mowery & Schoenfeld Wealth Management
Illinois
$955K +$146K +581 +17%
MWM
5007
McMill Wealth Management
Nebraska
$955K +$502 +2 +0%
DLP
5008
De Lisle Partners
United Kingdom
$953K
WWA
5009
Wingate Wealth Advisors
Massachusetts
$953K -$208K -830 -17%
OWA
5010
Outlook Wealth Advisors
Texas
$953K -$18.3K -73 -2%
CCM
5011
Courage Capital Management
Tennessee
$953K
ANBOT
5012
American National Bank of Texas
Texas
$952K -$5.02K -20 -0.5%
CIR
5013
Clear Investment Research
Georgia
$948K +$166K +662 +20%
TWM
5014
Tolleson Wealth Management
Texas
$948K +$4.02K +16 +0.4%
RBC
5015
Roble Belko & Company
Pennsylvania
$947K -$23.1K -92 -2%
DIP
5016
Davis Investment Partners
North Carolina
$947K -$140K -557 -12%
MWM
5017
Momentous Wealth Management
Washington
$947K -$27.4K -109 -3%
PHWA
5018
Petersen Hastings Wealth Advisors
Washington
$945K -$35.9K -143 -3%
PWM
5019
PTM Wealth Management
United States
$943K +$12.6K +50 +1%
BIS
5020
BG Investment Services
Guam
$942K -$41.7K -166 -4%
MLIC
5021
Mandatum Life Insurance Company
Finland
$941K +$176K +700 +22%
ACP
5022
Arcus Capital Partners
Georgia
$940K -$369K -1,469 -27%
LTL
5023
Lowery Thomas LLC
California
$939K -$25.1K -100 -2%
PVAMC
5024
PPS&V Asset Management Consultants
Michigan
$933K -$58.5K -233 -6%
DF
5025
DecisionPoint Financial
Arizona
$932K -$2.76K -11 -0.3%