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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2076
Aberdeen Wealth Management
Illinois
$951K -$1.6K -10 -0.2%
EFL
2077
ERn Financial LLC
Wisconsin
$950K +$95.1K +593 +11%
VBFG
2078
Vishria Bird Financial Group
Tennessee
$950K – – –
AIS
2079
AM Investment Strategies
Tennessee
$950K +$114K +708 +13%
SFSG
2080
Sound Financial Strategies Group
Mississippi
$950K +$968K +6,035 New
RIM
2081
RW Investment Management
Idaho
$949K -$53.4K -333 -5%
FWTB
2082
First Western Trust Bank
Colorado
$949K -$301K -1,877 -24%
NAS
2083
Nicolet Advisory Services
Wisconsin
$948K -$63.3K -395 -6%
WCG
2084
Weaver Consulting Group
California
$946K +$5.45K +34 +0.6%
DC
2085
Defender Capital
North Carolina
$944K -$160K -995 -14%
EIM
2086
Essex Investment Management
Massachusetts
$942K – – –
SGCA
2087
Steel Grove Capital Advisors
Tennessee
$942K +$387K +2,413 +67%
FNBOSM
2088
First National Bank of South Miami
Florida
$941K -$63.3K -395 -6%
LWMM
2089
Legacy Wealth Management (Mississippi)
Mississippi
$940K -$3.21K -20 -0.3%
SWM
2090
Salvus Wealth Management
New Jersey
$934K +$60.4K +377 +7%
WCA
2091
Westover Capital Advisors
Delaware
$933K -$26K -162 -3%
SRAM
2092
Spouting Rock Asset Management
Pennsylvania
$931K – – –
MPIA
2093
Mountain Pacific Investment Advisers
Idaho
$930K -$53.7K -335 -5%
AF
2094
Apexium Financial
Texas
$929K +$86.4K +539 +10%
AWA
2095
Amplius Wealth Advisors
Pennsylvania
$929K +$51.1K +319 +6%
SA
2096
SAM Advisors
California
$928K +$962 +6 +0.1%
MIM
2097
Morningstar Investment Management
Illinois
$922K +$155K +964 +20%
6F
2098
626 Financial
Michigan
$921K +$1.92K +12 +0.2%
CCM
2099
Chickasaw Capital Management
Tennessee
$918K – – –
CICI
2100
Capital Investment Counsel Inc
North Carolina
$917K +$12.5K +78 +1%