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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1101
Deseret Mutual Benefit Administrators
Utah
$213K -$9.71K -33 -5%
IWM
1102
IHT Wealth Management
Illinois
$213K +$201K +683 New
DA
1103
Dash Acquisitions
California
$213K +$188K +639 New
MW
1104
Members Wealth
Pennsylvania
$212K +$200K +681 New
RBC
1105
Romano Brothers & Co
Illinois
$211K
DS
1106
DRW Securities
Illinois
$210K +$198K +673 New
SB
1107
Strategic Blueprint
Georgia
$209K +$197K +670 New
1SB
1108
1ST Source Bank
Indiana
$209K
FFG
1109
Fiduciary Financial Group
California
$208K +$196K +666 New
CIA
1110
Covington Investment Advisors
Pennsylvania
$208K +$196K +665 New
MGWM
1111
Marks Group Wealth Management
Minnesota
$208K -$1.47K -5 -0.7%
SFO
1112
Stokes Family Office
Louisiana
$208K +$195K +664 New
QFW
1113
QTR Family Wealth
Florida
$207K +$195K +664 New
BWP
1114
BSW Wealth Partners
Colorado
$205K +$193K +656 New
FRM
1115
Fox Run Management
Connecticut
$204K -$247K -841 -56%
JIP
1116
Jaffetilchin Investment Partners
Florida
$204K +$192K +653 New
KIA
1117
KCM Investment Advisors
California
$204K +$192K +653 New
MWP
1118
Meriwether Wealth & Planning
Louisiana
$204K +$192K +653 New
TCWM
1119
Total Clarity Wealth Management
Illinois
$203K -$26.5K -90 -12%
ADBIC
1120
A.D. Beadell Investment Counsel
Wisconsin
$202K +$190K +647 New
SPWM
1121
Schrum Private Wealth Management
Florida
$201K +$189K +644 New
AT
1122
Avalon Trust
New Mexico
$201K +$589 +2 +0.3%
FGWP
1123
Founders Grove Wealth Partners
Virginia
$201K +$189K +642 New
RCP
1124
Rothschild Capital Partners
New York
$200K +$188K +640 New
CT
1125
Coastline Trust
Rhode Island
$197K