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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
651
Jessup Wealth Management
Ohio
$19K +$20.3K +220 New
FP
652
Financial Perspectives
Minnesota
$18.5K +$92 +1 +0.5%
CHC
653
City Holding Co
West Virginia
$17.9K
SEP
654
Signature Equity Partners
Ohio
$17.8K +$19K +206 New
GJIA
655
Glass Jacobson Investment Advisors
Maryland
$17.3K
TIM
656
Thompson Investment Management
Wisconsin
$17.3K
MWPCG
657
Measured Wealth Private Client Group
New Hampshire
$17.1K
SWA
658
SOA Wealth Advisors
New York
$15.9K -$16K -174 -49%
FC
659
Fairscale Capital
New Hampshire
$15.9K -$4.61K -50 -21%
VWA
660
VSM Wealth Advisory
Maryland
$15.6K
HWA
661
HHM Wealth Advisors
Tennessee
$15.5K
SA
662
Scarborough Advisors
Maryland
$15.5K -$2.21K -24 -12%
MIM
663
MTM Investment Management
South Carolina
$15.4K
TCM
664
Tradewinds Capital Management
Washington
$15.1K
KFA
665
Kelleher Financial Advisors
New York
$15.1K
LWM
666
Lodestone Wealth Management
Washington
$14.8K +$15.8K +172 New
CW
667
CrossGen Wealth
North Carolina
$14.1K +$15.1K +164 New
SIC
668
SJS Investment Consulting
Ohio
$13.8K +$4.79K +52 +48%
FPB
669
First PREMIER Bank
South Dakota
$13K
MEG
670
Millstone Evans Group
Colorado
$12.9K
CSB
671
City State Bank
Iowa
$12.9K
BAM
672
Bellevue Asset Management
Washington
$12.6K +$276 +3 +2%
BCM
673
Boreal Capital Management
Florida
$12.6K
SL
674
Salomon & Ludwin
Virginia
$12.5K -$33.3K -362 -72%
CRI
675
Commonwealth Retirement Investments
Virginia
$12.3K +$13.2K +143 New