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Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
3051
Hubbell Strickland Wealth Management
Louisiana
$547K – – –
AF
3052
AtlasMark Financial
Texas
$547K – – –
MAG
3053
MRA Advisory Group
New Jersey
$547K +$1.18K +3 +0.2%
MSG
3054
Main Street Group
Virginia
$546K -$3.54K -9 -0.7%
SW
3055
Solidarity Wealth
Utah
$545K +$37.7K +96 +8%
AWM
3056
Ameliora Wealth Management
Switzerland
$545K +$141K +358 +36%
CTC (Chicago Trading Company)
3057
CTC (Chicago Trading Company)
Illinois
$545K +$154K +391 +41%
HIM
3058
Hanlon Investment Management
New Jersey
$544K +$123K +314 +31%
SWM
3059
SFG Wealth Management
Maryland
$544K -$33.4K -85 -6%
BLAM
3060
Bourne Lent Asset Management
New York
$543K – – –
HWM
3061
HFR Wealth Management
New York
$542K – – –
MGWM
3062
Marks Group Wealth Management
Minnesota
$541K +$786 +2 +0.1%
LWM
3063
Lakeridge Wealth Management
Ohio
$541K -$4.72K -12 -0.9%
RIM
3064
RW Investment Management
Idaho
$539K +$786 +2 +0.2%
FFG
3065
Fortem Financial Group
California
$538K -$176K -448 -25%
CASB
3066
Cape Ann Savings Bank
Massachusetts
$538K -$13.8K -35 -3%
IDA
3067
Intelligence Driven Advisers
California
$538K -$33.4K -85 -6%
SA
3068
Sonoma Allocations
California
$538K +$546K +1,389 New
FWSM
3069
First Wilshire Securities Management
California
$537K – – –
AWM
3070
Avaii Wealth Management
Wisconsin
$537K +$521K +1,324 New
FWWM
3071
Fiscal Wisdom Wealth Management
Connecticut
$536K +$541K +1,377 New
SFS
3072
Summit Financial Strategies
Ohio
$535K -$11.4K -29 -2%
RCWM
3073
Royal Capital Wealth Management
Indiana
$534K +$786 +2 +0.2%
SDH
3074
Sloy Dahl & Holst
Washington
$534K – – –
SM
3075
Sweeney & Michel
California
$534K +$21.6K +55 +4%