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Name Holding Trade Value Shares
Change
Change in
Stake
ACG
2501
Allen Capital Group
Nebraska
$567K -$2.33M -13,343 -81%
AWA
2502
Archvest Wealth Advisors
California
$567K +$3.14K +18 +0.6%
PWMG
2503
Pinnacle Wealth Management Group
Michigan
$566K -$174K -997 -24%
XWM
2504
Xcel Wealth Management
Florida
$566K -$17.5K -100 -3%
WDL
2505
Well Done LLC
Michigan
$566K -$77K -441 -12%
SSW
2506
Smith Shellnut Wilson
Mississippi
$565K -$1.22K -7 -0.2%
TRIA
2507
Trail Ridge Investment Advisors
Colorado
$564K
KAM
2508
Knightsbridge Asset Management
California
$560K +$698 +4 +0.1%
HWM
2509
HFR Wealth Management
New York
$559K +$120K +690 +28%
WRPWM
2510
Werba Rubin Papier Wealth Management
California
$559K +$543K +3,113 New
AA
2511
Axiom Advisory
California
$558K -$9.25K -53 -2%
AWM
2512
Accel Wealth Management
Iowa
$558K -$136K -781 -20%
B
2513
BetterWealth
California
$557K -$24.4K -140 -4%
Loomis, Sayles & Company
2514
Loomis, Sayles & Company
Massachusetts
$556K +$119K +681 +28%
RFN
2515
Redwood Financial Network
Ohio
$555K +$35.1K +201 +7%
AWS
2516
AJ Wealth Strategies
New York
$555K +$9.77K +56 +2%
SIS
2517
Sound Income Strategies
Florida
$555K -$3.84K -22 -0.7%
RW
2518
Rede Wealth
Virginia
$554K +$175 +1 +0%
MA
2519
MJP Associates
Connecticut
$554K +$18.3K +105 +4%
AGC
2520
Aspen Grove Capital
Colorado
$554K +$538K +3,085 New
EWM
2521
Evermay Wealth Management
Virginia
$552K -$56.9K -326 -10%
DDC
2522
DF Dent & Co
Maryland
$549K -$8.2K -47 -2%
TIM
2523
Total Investment Management
Arizona
$548K +$3.49K +20 +0.7%
HP
2524
Hyperion Partners
Pennsylvania
$548K +$533K +3,053 New
DI
2525
Disciplined Investments
Oklahoma
$548K -$51.3K -294 -9%