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Name Holding Trade Value Shares
Change
Change in
Stake
ZF
1876
Zhang Financial
Michigan
$525K +$29.6K +683 +5%
PWA
1877
Providence Wealth Advisors
Illinois
$523K +$40.9K +945 +7%
EWM
1878
EPG Wealth Management
Georgia
$522K +$604K +13,955 New
SFS
1879
Stiles Financial Services
Minnesota
$519K +$47K +1,086 +8%
HWA
1880
Heartwood Wealth Advisors
Virginia
$519K +$99.2K +2,293 +20%
IFS
1881
Ifrah Financial Services
Arkansas
$518K -$4.8K -111 -0.8%
AHB
1882
Abner Herrman & Brock
New Jersey
$516K -$8.65K -200 -1%
HBW
1883
Hazlett, Burt & Watson
West Virginia
$516K +$13.3K +307 +2%
NAS
1884
Nicolet Advisory Services
Wisconsin
$516K +$25.9K +599 +5%
CAM
1885
Cozad Asset Management
Illinois
$516K +$45.7K +1,056 +8%
RIG
1886
Renaissance Investment Group
Massachusetts
$515K +$5.58K +129 +0.9%
PS
1887
Planned Solutions
California
$515K +$51.9K +1,200 +10%
PWS
1888
Precision Wealth Strategies
Missouri
$513K +$319K +7,363 +114%
MA
1889
MKT Advisors
California
$512K -$2.55K -59 -0.4%
CCM
1890
Carlson Capital Management
Minnesota
$509K +$184K +4,258 +46%
WAL
1891
W Advisors LLC
Tennessee
$507K +$2.6K +60 +0.4%
IDBONY
1892
Israel Discount Bank of New York
New York
$507K +$53K +1,226 +10%
CIA
1893
Caerus Investment Advisors
Texas
$506K
DI
1894
DAGCO Inc
Ohio
$503K -$23.4K -541 -4%
GC
1895
Garde Capital
Washington
$503K -$3.25K -75 -0.6%
WCM
1896
WealthBridge Capital Management
Ohio
$503K
RTS
1897
Round Table Services
New Jersey
$502K -$8.65K -200 -1%
SAM
1898
Seelaus Asset Management
New Jersey
$502K
HA
1899
Herold Advisors
New York
$502K +$4.93K +114 +0.9%
OWA
1900
One Wealth Advisors
California
$501K -$113K -2,618 -16%