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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1226
Keudell/Morrison Wealth Management
Oregon
$922K -$8.47K -224 -0.9%
APWM
1227
Atlas Private Wealth Management
New York
$919K +$32.2K +851 +4%
QPWM
1228
Quadrant Private Wealth Management
Pennsylvania
$917K +$41.2K +1,090 +5%
MCM
1229
Mork Capital Management
California
$915K
HI
1230
Humankind Investments
New York
$911K -$120K -3,181 -12%
WMA
1231
West Michigan Advisors
Michigan
$910K +$88.9K +2,350 +11%
EWA
1232
Exencial Wealth Advisors
Oklahoma
$909K +$33.2K +877 +4%
CIAS
1233
CFS Investment Advisory Services
New Jersey
$909K +$180K +4,773 +25%
MA
1234
MCF Advisors
Kentucky
$905K +$40.8K +1,078 +5%
ECAM
1235
East Coast Asset Management
Massachusetts
$902K -$15.4K -407 -2%
SS
1236
Sunbelt Securities
Texas
$901K +$121K +3,202 +15%
SLWA
1237
San Luis Wealth Advisors
California
$899K -$1.51M -40,051 -63%
Koshinski Asset Management
1238
Koshinski Asset Management
Illinois
$899K +$21.4K +565 +2%
LIM
1239
Leavell Investment Management
Alabama
$897K -$57.8K -1,529 -6%
MG
1240
Mather Group
Illinois
$894K +$14.5K +384 +2%
VCM
1241
Virtue Capital Management
Tennessee
$892K +$97.1K +2,568 +12%
IRC
1242
Investors Research Corp
Georgia
$890K -$12.3K -325 -1%
AFG
1243
Allegheny Financial Group
Pennsylvania
$888K -$161K -4,258 -15%
DWM
1244
Defined Wealth Management
Oregon
$888K
PMA
1245
Prudent Man Advisors
Illinois
$885K -$17.7K -467 -2%
PWA
1246
Phoenix Wealth Advisors
North Carolina
$883K +$58.1K +1,537 +7%
PSB
1247
Piscataqua Savings Bank
New Hampshire
$881K -$16.2K -429 -2%
IFG
1248
Independent Financial Group
California
$879K +$70.4K +1,862 +9%
FNBOSM
1249
First National Bank of South Miami
Florida
$879K -$145K -3,838 -14%
SC
1250
Solstein Capital
California
$877K