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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
2451
Northwest Wealth Management
Iowa
$344K +$21.3K +205 +8%
JCM
2452
Janney Capital Management
Pennsylvania
$344K -$13.3K -128 -4%
PSCM
2453
Per Stirling Capital Management
Texas
$344K -$104K -999 -26%
VAG
2454
VisionPoint Advisory Group
Texas
$343K +$288K +2,768 New
CAL
2455
Capital Advisors Ltd
Ohio
$343K +$20.8K +200 +8%
CGH
2456
CMG Global Holdings
Texas
$343K -$1.56K -15 -0.5%
GIP
2457
Greatmark Investment Partners
Georgia
$343K – – –
AIM
2458
Aspen Investment Management
Michigan
$342K -$18.8K -181 -6%
PIM
2459
Progressive Investment Management
Oregon
$342K – – –
AG
2460
AmeriFlex Group
Nevada
$342K -$90K -866 -24%
MWP
2461
Meriwether Wealth & Planning
Louisiana
$342K -$47.4K -456 -14%
6F
2462
626 Financial
Michigan
$342K -$13.4K -129 -4%
BWM
2463
Bernard Wealth Management
Michigan
$342K -$40.8K -393 -12%
TCM
2464
Tradewinds Capital Management
Washington
$342K – – –
CCA
2465
Childress Capital Advisors
Texas
$341K +$9.04K +87 +3%
CRWM
2466
Castle Rock Wealth Management
California
$340K -$2.08K -20 -0.7%
FPCP
2467
Fort Point Capital Partners
California
$340K +$20.2K +194 +8%
CWP
2468
CFM Wealth Partners
Texas
$339K +$29.6K +285 +12%
BWM
2469
BlackDiamond Wealth Management
New York
$338K +$7.17K +69 +3%
PMG
2470
ProVise Management Group
Florida
$337K – – –
PA
2471
PharVision Advisers
Florida
$337K +$283K +2,719 New
GAM
2472
Gould Asset Management
California
$337K -$15.1K -145 -5%
KWM
2473
Keebeck Wealth Management
Illinois
$337K +$41.4K +398 +17%
FCA
2474
Fortis Capital Advisors
Kansas
$336K -$99K -953 -26%
CHA
2475
Cooper/Haims Advisors
New York
$336K -$4.57K -44 -2%