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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2476
FMB Wealth Management
California
$686K -$44.4K -294 -6%
RPWA
2477
Regent Peak Wealth Advisors
Georgia
$686K -$105K -698 -14%
EIG
2478
Ellenbecker Investment Group
Wisconsin
$686K +$9.81K +65 +2%
DWM
2479
Defined Wealth Management
Oregon
$684K +$8.45K +56 +1%
APWM
2480
Atlas Private Wealth Management
New York
$684K -$14.2K -94 -2%
CPW
2481
Crestmont Private Wealth
Texas
$684K
ECM
2482
Exchange Capital Management
Michigan
$683K +$9.21K +61 +1%
AFT
2483
Alpha Family Trust
California
$683K +$72.4K +480 +12%
WHCI
2484
W.H. Cornerstone Investments
Massachusetts
$682K -$8.6K -57 -1%
BIP
2485
Blueprint Investment Partners
North Carolina
$682K +$224K +1,483 +52%
WAM
2486
WNY Asset Management
New York
$681K +$302 +2 +0%
HCMG
2487
Howard Capital Management Group
California
$680K
CNBT
2488
Cornerstone National Bank & Trust
Illinois
$680K +$60.8K +403 +10%
CCM
2489
Carderock Capital Management
Maryland
$679K -$55.5K -368 -8%
GCA
2490
Genesee Capital Advisors
New York
$679K +$14.5K +96 +2%
BHWM
2491
Beaird Harris Wealth Management
Texas
$678K +$134K +885 +26%
AWM
2492
Act Wealth Management
Texas
$678K -$151 -1 -0%
RA
2493
Ruggaard & Associates
Ohio
$678K +$8K +53 +1%
KFA
2494
Kapstone Financial Advisors
Ohio
$678K +$12.2K +81 +2%
BIA
2495
Beacon Investment Advisors
Maryland
$678K +$16K +106 +3%
OFS
2496
Orrstown Financial Services
Pennsylvania
$677K -$9.81K -65 -1%
MPM
2497
MBB Public Markets
Illinois
$677K +$648K +4,294 New
SNB
2498
Security National Bank
Nebraska
$677K
FFO
2499
Fiduciary Family Office
Florida
$675K -$2.87K -19 -0.4%
MCM
2500
McRae Capital Management
New Jersey
$674K -$10.9K -72 -2%