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Name Holding Trade Value Shares
Change
Change in
Stake
WQ
851
Wealth Quarterback
New Jersey
$793K +$3.55K +4 +0.5%
CWA
852
CM Wealth Advisors
Ohio
$789K +$771K +869 New
P
853
Paradiem
Louisiana
$789K -$132K -149 -15%
SC
854
Solstein Capital
California
$786K +$151K +170 +27%
UFF
855
USA Financial Formulas
Michigan
$786K +$718K +810 New
WPC
856
Wedmont Private Capital
Pennsylvania
$786K +$84.3K +95 +14%
FCM
857
Family Capital Management
Michigan
$784K +$74.5K +84 +12%
SOW
858
State of Wyoming
Wyoming
$776K +$710K +800 New
KWM
859
Kolinsky Wealth Management
New Jersey
$771K +$14.2K +16 +2%
RCAG
860
Rehmann Capital Advisory Group
Michigan
$767K -$10.6K -12 -1%
MGIA
861
Moneta Group Investment Advisors
Missouri
$765K +$84.3K +95 +14%
SQA
862
Simon Quick Advisors
New Jersey
$759K +$49.7K +56 +8%
DCM
863
Dimension Capital Management
Florida
$759K
PWM
864
Prosperity Wealth Management
California
$757K +$692K +780 New
HBW
865
Hazlett, Burt & Watson
West Virginia
$755K +$26.6K +30 +4%
SCTC
866
Sanibel Captiva Trust Company
Florida
$754K +$62.1K +70 +10%
MJP
867
Michael J. Puzo
$752K +$13.3K +15 +2%
AAS
868
Ameritas Advisory Services
Nebraska
$749K +$311K +351 +73%
BIM
869
Baldwin Investment Management
Pennsylvania
$747K +$133K +150 +24%
AMCA
870
Arthur M. Cohen & Associates
Illinois
$746K -$20.4K -23 -3%
KAS
871
KPP Advisory Services
Kentucky
$745K +$681K +768 New
ADL
872
Asset Dedication LLC
California
$741K +$4.43K +5 +0.7%
VAF
873
Values Added Financial
District of Columbia
$733K
LIM
874
Letson Investment Management
Georgia
$728K
JSW
875
Journey Strategic Wealth
New Jersey
$728K +$359K +405 +117%