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Name Holding Trade Value Shares
Change
Change in
Stake
AO
1426
Advisor OS
Illinois
$973K -$18K -177 -2%
LWA
1427
Lineweaver Wealth Advisors
Ohio
$973K +$128K +1,257 +14%
BWFA
1428
Baltimore-Washington Financial Advisors
Maryland
$971K -$103K -1,015 -9%
CM
1429
Caption Management
Oklahoma
$969K +$1.03M +10,065 New
RW
1430
RVW Wealth
California
$968K – – –
BFA
1431
Benedict Financial Advisors
Georgia
$968K -$130K -1,271 -11%
BOS
1432
Bank of Stockton
California
$968K +$7.03K +69 +0.7%
CPIG
1433
Chicago Partners Investment Group
Illinois
$966K +$38.7K +380 +4%
PH
1434
Pinnacle Holdings
Oklahoma
$963K -$42.1K -413 -4%
EC
1435
Enhancing Capital
Pennsylvania
$963K – – –
PCM
1436
Ping Capital Management
New York
$963K +$10.2K +100 +1%
HCP
1437
Holt Capital Partners
Texas
$961K +$56.1K +550 +6%
FRM
1438
Fox Run Management
Connecticut
$960K +$1.02M +9,973 New
SB
1439
Strategic Blueprint
Georgia
$957K +$1.94K +19 +0.2%
FNT
1440
First Nebraska Trust
Nebraska
$954K +$119K +1,170 +13%
EC
1441
EntryPoint Capital
New York
$953K +$340K +3,337 +51%
PP
1442
Pingora Partners
Wyoming
$947K -$8.67K -85 -0.9%
WA
1443
Westfuller Advisors
New York
$946K +$47.6K +467 +5%
SBFM
1444
S-Bank Fund Management
Finland
$946K +$1M +9,824 New
FWM
1445
Forza Wealth Management
Florida
$943K +$15K +147 +2%
MSFS
1446
Main Street Financial Solutions
Pennsylvania
$939K -$11K -108 -1%
SFG
1447
Synergy Financial Group
California
$939K -$204 -2 -0%
RP
1448
Rowlandmiller & Partners
Georgia
$938K -$101K -995 -9%
WAM
1449
Wernau Asset Management
Massachusetts
$938K +$8.16K +80 +0.8%
MIA
1450
MainStreet Investment Advisors
Illinois
$938K +$57.9K +568 +6%