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Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
1851
Brown Miller Wealth Management
Virginia
$547K +$1.91K +6 +0.4%
SW
1852
Simplicity Wealth
New Jersey
$547K -$167K -526 -24%
1WM
1853
1858 Wealth Management
Ohio
$546K -$17.2K -54 -3%
RIG
1854
RiverFront Investment Group
Virginia
$546K -$182K -573 -26%
AWA
1855
Acorn Wealth Advisors
Michigan
$545K -$318 -1 -0.1%
TWP
1856
Tyche Wealth Partners
Texas
$543K +$13K +41 +3%
DP
1857
Dearborn Partners
Illinois
$543K
BL
1858
Balentine LLC
Georgia
$542K +$35.9K +113 +7%
SWM
1859
Silverlake Wealth Management
Vermont
$542K -$40.1K -126 -7%
SAM
1860
Strive Asset Management
Ohio
$541K -$22.6K -71 -4%
SW
1861
Solidarity Wealth
Utah
$540K -$2.46M -7,748 -83%
BOJHT
1862
Bank of Jackson Hole Trust
Wyoming
$538K +$221K +695 +75%
CP
1863
CenterBook Partners
Connecticut
$538K +$55K +173 +12%
PWS
1864
Peterson Wealth Services
Utah
$537K +$138K +433 +27%
HR
1865
Howe & Rusling
New York
$536K -$106K -333 -17%
RIM
1866
Rockbridge Investment Management
New York
$536K
Twin Tree Management
1867
Twin Tree Management
Texas
$536K +$514K +1,615 New
VA
1868
Valmark Advisers
Ohio
$536K +$5.41K +17 +1%
CPIA
1869
Cornell Pochily Investment Advisors
New York
$536K +$636 +2 +0.1%
RWPA
1870
Richard W. Paul & Associates
Michigan
$535K -$3.5K -11 -0.7%
FFA
1871
Fragasso Financial Advisors
Pennsylvania
$533K +$9.22K +29 +2%
PWW
1872
Pettyjohn Wood & White
Virginia
$532K
HFS
1873
Heritage Financial Services
Massachusetts
$532K +$32.8K +103 +7%
PAM
1874
Paradigm Asset Management
New York
$531K
BSSFA
1875
Baron Silver Stevens Financial Advisors
Florida
$531K