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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1601
Focused Wealth Management
New York
$729K -$589K -1,461 -46%
EFG
1602
Ethos Financial Group
Pennsylvania
$727K +$10.1K +25 +1%
FPW
1603
Fairvoy Private Wealth
Alabama
$726K -$807 -2 -0.1%
CAM
1604
Chesapeake Asset Management
New York
$725K -$4.03K -10 -0.6%
SC
1605
Sepio Capital
Utah
$723K -$7.66K -19 -1%
IP
1606
Isthmus Partners
Wisconsin
$722K
UB
1607
Umpqua Bank
Oregon
$722K +$24.2K +60 +4%
JSA
1608
Jacobson & Schmitt Advisors
Wisconsin
$720K
DP
1609
DDD Partners
Washington
$720K +$1.21K +3 +0.2%
LIA
1610
LBMC Investment Advisors
Tennessee
$718K -$80.7K -200 -11%
MCM
1611
Monument Capital Management
Virginia
$717K +$10.5K +26 +2%
CGA
1612
Crescent Grove Advisors
Illinois
$716K -$7.66K -19 -1%
FDW
1613
Fourth Dimension Wealth
Ohio
$716K
LI
1614
LVZ Inc
Michigan
$715K +$12.1K +30 +2%
PCM
1615
Pointe Capital Management
Michigan
$714K
CBT
1616
Central Bank & Trust
Kentucky
$714K +$324K +803 +92%
FAOAI
1617
Fund Advisors of America Inc
Florida
$711K -$11.3K -28 -2%
QCIG
1618
Quad-Cities Investment Group
Iowa
$709K
EW
1619
Evexia Wealth
Wisconsin
$708K +$5.24K +13 +0.8%
RPWA
1620
Regent Peak Wealth Advisors
Georgia
$708K +$1.21K +3 +0.2%
AI
1621
Arvest Investments
Arkansas
$704K +$1.61K +4 +0.2%
DE
1622
Diversified Enterprises
Delaware
$704K +$9.28K +23 +1%
Fidelity International
1623
Fidelity International
Bermuda
$704K -$397K -984 -37%
GFG
1624
Goldstone Financial Group
Illinois
$703K -$57.7K -143 -8%
MAM
1625
Madison Asset Management
Wisconsin
$701K +$262K +649 +65%