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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
2276
Glassman Wealth Services
Virginia
$772K -$43.6K -250 -5%
SF
2277
Summit Financial
New Jersey
$772K -$550K -3,149 -42%
RZH
2278
Relyea Zuckerberg Hanson
Connecticut
$771K +$89.5K +513 +14%
AWM
2279
Act Wealth Management
Texas
$768K -$81.3K -466 -10%
ARG
2280
Advisory Resource Group
Oklahoma
$766K +$1.57K +9 +0.2%
APWM
2281
Atlas Private Wealth Management
New York
$765K
OMC
2282
Overbrook Management Corp
New York
$764K
MAWA
2283
Moss Adams Wealth Advisors
Washington
$763K +$742K +4,250 New
FNBSF
2284
First National Bank Sioux Falls
South Dakota
$762K -$47.8K -274 -6%
DAM
2285
Diamant Asset Management
Connecticut
$762K
DWM
2286
Defined Wealth Management
Oregon
$760K +$349 +2 +0%
TA
2287
Tectonic Advisors
Texas
$758K -$30.4K -174 -4%
CFD
2288
Creative Financial Designs
Indiana
$757K -$103K -588 -12%
NCMW
2289
Northern Capital Management (Washington)
Washington
$757K
CA
2290
Corrado Advisors
New Jersey
$756K +$335K +1,920 +84%
AFG
2291
Altiora Financial Group
Ohio
$756K +$735K +4,212 New
CFSG
2292
Clark Financial Services Group
Missouri
$756K -$8.9K -51 -1%
CHA
2293
Carmichael Hill & Associates
Maryland
$755K +$118K +674 +19%
SA
2294
Shilanski & Associates
Alaska
$754K +$181K +1,037 +33%
CCIA
2295
Cherry Creek Investment Advisors
Colorado
$751K +$18.8K +108 +3%
WBCM
2296
Wilson & Boucher Capital Management
California
$749K -$8.72K -50 -1%
MSCM
2297
McElhenny Sheffield Capital Management
Texas
$748K -$4.36K -25 -0.6%
APIM
2298
Agate Pass Investment Management
Washington
$747K -$7.5K -43 -1%
LWM
2299
LJI Wealth Management
Indiana
$747K +$726K +4,162 New
RGC
2300
Roberts, Glore & Co
Illinois
$746K -$224K -1,286 -24%