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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
3051
Northwest Wealth Management
Iowa
$370K -$2.6K -3 -0.7%
FM
3052
Foster & Motley
Ohio
$369K -$67.7K -78 -16%
Capital Wealth Planning
3053
Capital Wealth Planning
Florida
$368K +$60.8K +70 +20%
MFP
3054
Meridian Financial Partners
Virginia
$367K +$12.2K +14 +4%
HG
3055
Harbor Group
New Hampshire
$366K – – –
OPOWM
3056
One Plus One Wealth Management
Florida
$366K – – –
AWA
3057
Archvest Wealth Advisors
California
$363K – – –
FH
3058
FWG Holdings
Florida
$363K +$33.8K +39 +11%
WFS
3059
Widmann Financial Services
Maryland
$363K -$86.8K -100 -20%
GC
3060
Gilbert & Cook
Iowa
$363K +$3.47K +4 +1%
Quantbot Technologies
3061
Quantbot Technologies
New York
$363K +$229K +264 +182%
WMWM
3062
Whitaker-Myers Wealth Managers
Ohio
$362K +$355K +409 New
LRIC
3063
Long Road Investment Counsel
Michigan
$362K – – –
HWP
3064
Heritage Wealth Partners
Ohio
$362K – – –
EFA
3065
Edge Financial Advisors
Illinois
$362K -$20K -23 -5%
AIA
3066
Acute Investment Advisory
Arizona
$361K – – –
RCM
3067
Raleigh Capital Management
North Carolina
$360K +$30.4K +35 +9%
IDBONY
3068
Israel Discount Bank of New York
New York
$360K -$22.6K -26 -6%
MWP
3069
Meridian Wealth Partners
Pennsylvania
$360K -$22.6K -26 -6%
GPA
3070
Guidance Point Advisors
Massachusetts
$360K -$3.47K -4 -1%
JWM
3071
Jeppson Wealth Management
California
$359K -$46K -53 -12%
FS
3072
Ferguson Shapiro
Georgia
$359K – – –
Allstate Corporation
3073
Allstate Corporation
Illinois
$359K -$1.01M -1,159 -74%
SAM
3074
SP Asset Management
California
$357K -$868 -1 -0.2%
HCM
3075
HMS Capital Management
Tennessee
$355K – – –