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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2526
Melfa Wealth Management
Massachusetts
$741K +$741K +4,865 New
PLFS
2527
Provident Living Financial Services
Utah
$741K +$741K +4,863 New
BWP
2528
BSW Wealth Partners
Colorado
$738K -$6.4K -42 -0.9%
FHC
2529
First Heartland Consultants
Missouri
$737K +$10.1K +66 +1%
AA
2530
Auxano Advisors
Washington
$737K -$46.1K -303 -6%
HIA
2531
HTG Investment Advisors
Connecticut
$736K -$609 -4 -0.1%
IAP
2532
Indie Asset Partners
Indiana
$735K +$78K +512 +12%
FPGK
2533
Financial Partners Group (Kansas)
Kansas
$735K -$296K -1,944 -32%
VNIM
2534
Vaughan Nelson Investment Management
Texas
$734K -$554K -3,640 -43%
EWM
2535
Edge Wealth Management
New York
$733K -$58.9K -387 -7%
MIA
2536
MMBG Investment Advisors
Florida
$732K -$190K -1,250 -21%
DWG
2537
Darden Wealth Group
Michigan
$730K -$110K -721 -13%
TSS
2538
Two Sigma Securities
New York
$730K +$729K +4,789 New
SFGM
2539
Stonebridge Financial Group (Missouri)
Missouri
$730K +$729K +4,787 New
KPWM
2540
KDK Private Wealth Management
Texas
$729K +$161K +1,056 +28%
CA
2541
Cambridge Advisors
Nebraska
$729K -$15.1K -99 -2%
CWMGP
2542
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$729K +$33.7K +221 +5%
JC
2543
JB Capital
Connecticut
$729K -$5.63K -37 -0.8%
VW
2544
Vantus Wealth
Pennsylvania
$727K +$726K +4,769 New
VC
2545
Veracity Capital
Georgia
$726K -$4.42K -29 -0.6%
AWM
2546
Atticus Wealth Management
Florida
$725K +$29.7K +195 +4%
KA
2547
Kozak & Associates
Colorado
$723K -$745K -4,891 -52%
TSW
2548
Three Seasons Wealth
Utah
$723K +$2.59K +17 +0.4%
AIM
2549
Arcadia Investment Management
Michigan
$722K +$32.1K +211 +5%
CFO
2550
Collective Family Office
Pennsylvania
$722K -$24.8K -163 -3%