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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1701
Mindset Wealth Management
Indiana
$598K +$1.61K +4 +0.3%
APG
1702
Abacus Planning Group
South Carolina
$598K -$28.6K -71 -5%
OP
1703
Oslo Pensjonsforsikring
$597K
TNAM
1704
Terra Nova Asset Management
New York
$597K
LWM
1705
Lyell Wealth Management
California
$595K +$10.1K +25 +2%
ML
1706
McAdam LLC
Pennsylvania
$593K +$23.4K +58 +4%
VFG
1707
Victory Financial Group
Texas
$593K +$238K +590 +74%
CWM
1708
Circle Wealth Management
New Jersey
$592K
CA
1709
Continuum Advisory
Idaho
$591K -$57.7K -143 -9%
TA
1710
Townsend & Associates
Colorado
$588K
TC
1711
TownSquare Capital
Utah
$586K +$92.8K +230 +20%
EI
1712
Ellevest Inc
New York
$585K +$28.2K +70 +5%
SAM
1713
Sagewood Asset Management
New York
$584K +$149K +369 +37%
CAC
1714
Certified Advisory Corp
Florida
$584K +$25.8K +64 +5%
EFG
1715
Everhart Financial Group
Ohio
$583K -$24.2K -60 -4%
BSB
1716
Bangor Savings Bank
Maine
$582K -$24.2K -60 -4%
AWA
1717
Arbor Wealth Advisors
Michigan
$582K
CAM
1718
Clark Asset Management
New Hampshire
$581K +$41.1K +102 +8%
RA
1719
Rise Advisors
New York
$579K +$20.6K +51 +4%
BBA
1720
BLB&B Advisors
Pennsylvania
$579K +$10.1K +25 +2%
BMC
1721
Beaton Management Company
Massachusetts
$579K
VCAM
1722
Van Cleef Asset Management
Ohio
$575K
HWA
1723
Heartwood Wealth Advisors
Virginia
$573K +$117K +290 +28%
RF
1724
Rossby Financial
Florida
$573K +$133K +329 +32%
BFA
1725
Beaumont Financial Advisors
Massachusetts
$572K +$4.03K +10 +0.8%