Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1951
Aaron Wealth Advisors
Illinois
$735K -$4.71K -79 -0.7%
BLAM
1952
Bourne Lent Asset Management
New York
$735K – – –
CWM
1953
Connecticut Wealth Management
Connecticut
$734K -$19.8K -333 -3%
FIM
1954
Fruth Investment Management
Texas
$734K -$14.9K -250 -2%
ACA
1955
Aptus Capital Advisors
Alabama
$732K -$33.9K -568 -5%
SWMG
1956
Strategic Wealth Management Group
Maryland
$730K -$3.1K -52 -0.5%
GC
1957
Gilbert & Cook
Iowa
$728K +$25.4K +427 +4%
LC
1958
Lindbrook Capital
California
$728K +$28.1K +471 +4%
PFGIA
1959
Patriot Financial Group Insurance Agency
Massachusetts
$727K -$4.17K -70 -0.6%
NAS
1960
Nicolet Advisory Services
Wisconsin
$727K +$21.9K +367 +3%
APW
1961
Aurora Private Wealth
New Jersey
$726K -$92.9K -1,559 -12%
AA
1962
Argent Advisors
Louisiana
$726K -$25.2K -423 -4%
BWP
1963
Baldwin Wealth Partners
Massachusetts
$725K +$265K +4,450 +65%
GIA
1964
Gladstone Institutional Advisory
Florida
$725K +$358K +6,015 +113%
CHJWM
1965
Carlton Hofferkamp & Jenks Wealth Management
Texas
$723K -$519K -8,715 -41%
NQWM
1966
Northwest Quadrant Wealth Management
Oregon
$722K +$40.5K +679 +6%
CA
1967
Claro Advisors
Massachusetts
$721K -$41.2K -692 -6%
LCM
1968
LCM Capital Management
Illinois
$721K -$18.8K -315 -3%
SWM
1969
Salvus Wealth Management
New Jersey
$721K +$40.2K +675 +7%
CP
1970
Camelot Portfolios
Ohio
$719K +$40.3K +676 +6%
MPPLM
1971
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$718K -$60.8K -1,021 -7%
EGA
1972
Eagle Global Advisors
Texas
$718K -$5.96K -100 -0.9%
TAIM
1973
TD Ameritrade Investment Management
Nebraska
$715K – – –
IIM
1974
Ironwood Investment Management
Massachusetts
$714K -$11.9K -200 -2%
RFG
1975
Range Financial Group
Oregon
$713K +$664K +11,135 New