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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1001
Institute for Wealth Management
Colorado
$538K +$287K +399 +106%
RS
1002
Rakuten Securities
Japan
$536K +$276K +385 +99%
HBT
1003
Hills Bank & Trust
Iowa
$535K +$35.2K +49 +7%
SMA
1004
Seven Mile Advisory
New Jersey
$532K +$48.1K +67 +10%
VAF
1005
Values Added Financial
District of Columbia
$527K +$4.31K +6 +0.8%
RMAM
1006
Raab & Moskowitz Asset Management
New Jersey
$523K +$91.2K +127 +20%
LIM
1007
Letson Investment Management
Georgia
$520K – – –
B
1008
Bellecapital
Switzerland
$520K +$165K +230 +44%
ICM
1009
Intrepid Capital Management
Florida
$519K +$225K +314 +72%
1WM
1010
1900 Wealth Management
Texas
$518K – – –
WPW
1011
Warther Private Wealth
Ohio
$518K – – –
TSWM
1012
Triangle Securities Wealth Management
North Carolina
$517K +$536K +746 New
FP
1013
FFG Partners
Florida
$514K +$238K +332 +81%
VF
1014
Vest Financial
Virginia
$509K +$143K +199 +37%
QCIG
1015
Quad-Cities Investment Group
Iowa
$507K +$148K +206 +39%
SSW
1016
Smith Shellnut Wilson
Mississippi
$506K +$5.75K +8 +1%
DWM
1017
Defined Wealth Management
Oregon
$506K +$6.46K +9 +1%
DWM
1018
DecisionMap Wealth Management
Virginia
$505K +$524K +729 New
PTC
1019
Private Trust Company
Ohio
$505K -$94.1K -131 -15%
APW
1020
Aventura Private Wealth
Florida
$504K +$522K +727 New
CAG
1021
Crestwood Advisors Group
Massachusetts
$504K +$97.7K +136 +23%
PFA
1022
Pure Financial Advisors
California
$501K +$204K +284 +65%
Bank Julius Baer & Co
1023
Bank Julius Baer & Co
Switzerland
$501K +$470K +655 New
CWM
1024
Cedar Wealth Management
California
$498K – – –
WRPWM
1025
Werba Rubin Papier Wealth Management
California
$495K -$62.5K -87 -11%