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Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
2151
J.L. Bainbridge & Co
Florida
$742K -$860 -6 -0.1%
PA
2152
Perennial Advisors
New York
$741K -$61K -425 -9%
GWS
2153
Glassman Wealth Services
Virginia
$741K +$7.74K +54 +1%
FHC
2154
First Heartland Consultants
Missouri
$741K +$45.7K +319 +8%
NIM
2155
NuWave Investment Management
New Jersey
$741K +$653K +4,551 New
MW
2156
MBL Wealth
North Carolina
$740K +$652K +4,543 New
WMA
2157
West Michigan Advisors
Michigan
$739K -$135K -939 -17%
NRW
2158
Nova R Wealth
Kansas
$738K -$274K -1,909 -30%
SAM
2159
Summit Asset Management
Tennessee
$738K +$17.6K +123 +3%
CWA
2160
Clarity Wealth Advisors
California
$738K +$650K +4,535 New
CSWM
2161
Cassady Schiller Wealth Management
Ohio
$735K +$574K +4,000 +783%
PWM
2162
PBMares Wealth Management
Virginia
$734K -$69K -481 -10%
AA
2163
Axiom Advisory
California
$734K -$55.2K -385 -8%
OFS
2164
Orrstown Financial Services
Pennsylvania
$733K -$129K -899 -17%
SF
2165
SBK Financial
Virginia
$733K – – –
LFG
2166
Larson Financial Group
Missouri
$729K +$1.86K +13 +0.3%
HWA
2167
Heartwood Wealth Advisors
Virginia
$726K +$148K +1,029 +30%
RMSCM
2168
R.M. Sincerbeaux Capital Management
New York
$725K – – –
CBT
2169
Central Bank & Trust
Kentucky
$723K -$141K -983 -18%
CIM
2170
CIM Investment Management
Pennsylvania
$723K -$717 -5 -0.1%
BRC
2171
Bell Rock Capital
Delaware
$722K +$51.3K +358 +9%
VCM
2172
Vigilant Capital Management
Maine
$721K +$152K +1,057 +31%
AW
2173
Avion Wealth
Texas
$720K -$80.2K -559 -11%
CC
2174
Cornerstone Capital
California
$720K -$17.2K -120 -3%
MCWA
2175
Meadow Creek Wealth Advisors
Georgia
$719K -$10.2K -71 -2%