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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
1651
Legacy Wealth Asset Management
Minnesota
$869K +$11.4K +114 +1%
LFA
1652
Legacy Financial Advisors
Kentucky
$868K +$93.9K +941 +12%
SLWA
1653
San Luis Wealth Advisors
California
$866K +$852K +8,537 New
CG
1654
CFO4Life Group
Texas
$864K -$6.78K -68 -0.8%
Kovitz Investment Group Partners
1655
Kovitz Investment Group Partners
Illinois
$860K -$138K -1,385 -14%
HPWM
1656
Highland Private Wealth Management
Washington
$858K +$252K +2,531 +43%
BFPW
1657
BOK Financial Private Wealth
Colorado
$856K +$26.6K +267 +3%
WA
1658
Waverly Advisors
Alabama
$856K +$109K +1,095 +17%
CCA
1659
Childress Capital Advisors
Texas
$856K +$307K +3,081 +58%
SIA
1660
Strategic Investment Advisors
Michigan
$855K +$2.39K +24 +0.3%
SFG
1661
StrategIQ Financial Group
Indiana
$855K +$2.99K +30 +0.4%
KA
1662
KLCM Advisors
Wisconsin
$854K +$15.2K +152 +2%
SC
1663
Searle & Co
Connecticut
$853K – – –
ASBI
1664
American State Bank (Iowa)
Iowa
$852K – – –
CWS
1665
Cypress Wealth Services
California
$849K -$145K -1,449 -15%
PMFA
1666
Plante Moran Financial Advisors
Michigan
$848K -$18K -180 -2%
TCM
1667
Tradewinds Capital Management
Washington
$847K -$68.4K -686 -8%
GGS
1668
Galvin Gaustad & Stein
Arizona
$843K +$6.78K +68 +0.8%
WP
1669
WMS Partners
Maryland
$839K -$24.2K -243 -3%
SHA
1670
Seneca House Advisors
Virginia
$838K -$91.2K -914 -10%
IP
1671
Investment Partners
Ohio
$838K +$127K +1,269 +18%
PJSIMP
1672
P.J. Schmidt Investment Management (PJS)
Wisconsin
$837K -$109K -1,088 -13%
JWA
1673
JFS Wealth Advisors
Pennsylvania
$837K +$239K +2,398 +41%
CP
1674
Camelot Portfolios
Ohio
$836K -$224K -2,250 -21%
GP
1675
Girard Partners
Pennsylvania
$836K -$7.18K -72 -0.9%