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Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Continuum Advisory
Idaho
$859K -$317K -1,835 -27%
WS
752
Wilian Securities
Minnesota
$847K +$539K +3,119 +168%
CWM
753
Challenger Wealth Management
California
$846K -$35.1K -203 -4%
IIA
754
ICW Investment Advisors
Arizona
$842K -$2.59K -15 -0.3%
LCM
755
LVM Capital Management
Michigan
$842K
HP
756
Haven Private
Florida
$842K -$66.7K -386 -7%
FLPIM
757
F.L. Putnam Investment Management
Massachusetts
$831K +$136K +789 +19%
HIC
758
Holderness Investments Company
North Carolina
$827K
IA
759
Intellus Advisors
Florida
$814K -$692 -4 -0.1%
MA
760
MCF Advisors
Kentucky
$807K +$177K +1,025 +28%
CAG
761
Crestwood Advisors Group
Massachusetts
$805K +$192K +1,112 +31%
PWM
762
Perigon Wealth Management
California
$802K -$46.2K -267 -5%
VWA
763
VERITY Wealth Advisors
United States
$798K -$161K -934 -17%
CCM
764
Capstone Capital Management
$796K +$810K +4,683 New
IAS
765
Integrity Advisory Solutions
Texas
$794K +$807K +4,670 New
BWM
766
BAM Wealth Management
Colorado
$780K +$125K +723 +19%
WA
767
WBH Advisory
Maryland
$779K
SEP
768
Southland Equity Partners
Missouri
$778K +$11.6K +67 +1%
SCM
769
Stevens Capital Management
Pennsylvania
$778K +$466K +2,698 +144%
MAM
770
Morse Asset Management
Connecticut
$775K -$6.05K -35 -0.8%
SHFA
771
SC&H Financial Advisors
Maryland
$771K -$14.5K -84 -2%
LJHT
772
Laurie J. Hall Trustee
$765K
MG
773
Mather Group
Illinois
$761K +$60.2K +348 +8%
JA
774
JVL Associates
Michigan
$761K +$69.9K +404 +10%
KTM
775
Keeler Thomas Management
Utah
$760K +$123K +714 +19%