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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
Adams Wealth Management
Utah
$576K +$61.9K +850 +12%
IWA
1052
IVC Wealth Advisors
Pennsylvania
$575K
CST
1053
Charles Schwab Trust
Nevada
$573K -$64.8K -889 -10%
LPIC
1054
LeJeune Puetz Investment Counsel
Michigan
$573K -$37.2K -510 -6%
JWS
1055
Juncture Wealth Strategies
Arizona
$571K +$43.7K +600 +8%
IFWM
1056
Institute for Wealth Management
Colorado
$568K
JC
1057
JB Capital
Connecticut
$567K +$41.5K +569 +8%
VCM
1058
Virtue Capital Management
Tennessee
$564K -$60.6K -832 -10%
FNBOMD
1059
First National Bank of Mount Dora
Florida
$564K -$33.5K -460 -6%
MMPW
1060
Mitchell McLeod Pugh & Williams
Alabama
$563K +$24.8K +340 +5%
HIC
1061
Holderness Investments Company
North Carolina
$562K -$1.38K -19 -0.2%
OPWM
1062
Oakwell Private Wealth Management
Texas
$561K -$8.16K -112 -1%
TCOT
1063
Trust Company of Toledo
Ohio
$557K -$5.17K -71 -0.9%
GC
1064
GFG Capital
Florida
$555K +$2.19K +30 +0.4%
CCM
1065
Compton Capital Management
Rhode Island
$549K -$72.9K -1,000 -12%
BO
1066
Bank OZK
Arkansas
$549K -$31.6K -433 -5%
GAAM
1067
Guinness Atkinson Asset Management
California
$549K +$14.6K +200 +3%
Kovitz Investment Group Partners
1068
Kovitz Investment Group Partners
Illinois
$548K +$67.9K +932 +7%
AAS
1069
Ameritas Advisory Services
Nebraska
$547K +$552K +7,578 New
ARC
1070
Advisor Resource Council
Texas
$547K +$553K +7,595 New
BHWM
1071
Beaird Harris Wealth Management
Texas
$545K +$550K +7,555 New
FM
1072
Foster & Motley
Ohio
$542K -$15.2K -208 -3%
WT
1073
Washington Trust
Rhode Island
$542K -$13.7K -188 -2%
NM
1074
Nokota Management
New York
$541K +$546K +7,500 New
VWA
1075
Visionary Wealth Advisors
Illinois
$539K +$288K +3,951 +113%