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Name Holding Trade Value Shares
Change
Change in
Stake
SC
751
Shuttleworth & Co
Ohio
$868K +$75.6K +437 +9%
RWM
752
Revisor Wealth Management
Ohio
$863K +$44.4K +257 +5%
LSA
753
Lansing Street Advisors
Pennsylvania
$861K -$8.82K -51 -1%
CA
754
Continuum Advisory
Idaho
$859K -$317K -1,835 -27%
WS
755
Wilian Securities
Minnesota
$847K +$539K +3,119 +168%
CWM
756
Challenger Wealth Management
California
$846K -$35.1K -203 -4%
IIA
757
ICW Investment Advisors
Arizona
$842K -$2.59K -15 -0.3%
LCM
758
LVM Capital Management
Michigan
$842K – – –
HP
759
Haven Private
Florida
$842K -$66.7K -386 -7%
FLPIM
760
F.L. Putnam Investment Management
Massachusetts
$831K +$136K +789 +19%
HIC
761
Holderness Investments Company
North Carolina
$827K – – –
IA
762
Intellus Advisors
Florida
$814K -$692 -4 -0.1%
MA
763
MCF Advisors
Kentucky
$807K +$177K +1,025 +28%
CAG
764
Crestwood Advisors Group
Massachusetts
$805K +$192K +1,112 +31%
PWM
765
Perigon Wealth Management
California
$802K -$46.2K -267 -5%
VWA
766
VERITY Wealth Advisors
United States
$798K -$161K -934 -17%
CCM
767
Capstone Capital Management
$796K +$810K +4,683 New
IAS
768
Integrity Advisory Solutions
Texas
$794K +$807K +4,670 New
BWM
769
BAM Wealth Management
Colorado
$780K +$125K +723 +19%
WA
770
WBH Advisory
Maryland
$779K – – –
SEP
771
Southland Equity Partners
Missouri
$778K +$11.6K +67 +1%
SCM
772
Stevens Capital Management
Pennsylvania
$778K +$466K +2,698 +144%
MAM
773
Morse Asset Management
Connecticut
$775K -$6.05K -35 -0.8%
SHFA
774
SC&H Financial Advisors
Maryland
$771K -$14.5K -84 -2%
LJHT
775
Laurie J. Hall Trustee
$765K – – –