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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
2226
Baker Tilly Wealth Management
Wisconsin
$663K +$480K +4,745 New
APFP
2227
Action Point Financial Planning
Michigan
$662K +$480K +4,748 New
USWG
2228
U.S. Wealth Group
New York
$662K +$480K +4,742 New
CA
2229
COFG Advisors
Illinois
$662K -$78.5K -776 -14%
ILI
2230
Invesco LLC (Illinois)
Illinois
$662K -$7.18K -71 -1%
TA
2231
Townsend & Associates
Colorado
$660K -$60.7K -600 -8%
CAM
2232
Concorde Asset Management
Michigan
$660K -$2.33K -23 -0.5%
TDB
2233
Thompson David Blair
$659K -$16K -158 -3%
BFG
2234
Beto Financial Group
Idaho
$659K +$7.99K +79 +1%
GI
2235
GLOBALT Investments
Georgia
$659K +$477K +4,719 New
GBT
2236
Grove Bank & Trust
Florida
$657K +$57.2K +566 +14%
MW
2237
Marble Wealth
Alabama
$657K +$476K +4,707 New
FMN
2238
Financial Management Network
California
$656K +$43.5K +430 +7%
EAM
2239
Empirical Asset Management
Massachusetts
$653K +$473K +4,680 New
WAM
2240
WNY Asset Management
New York
$653K +$473K +4,674 New
FCFC
2241
First Commonwealth Financial Corp
Pennsylvania
$653K – – –
RPSA
2242
Richard P. Slaughter Associates
Texas
$651K -$96.6K -955 -17%
ALAM
2243
Asahi Life Asset Management
Japan
$651K -$1.14M -11,243 -71%
DQRIM
2244
Dale Q Rice Investment Management
Washington
$650K – – –
CM
2245
Cercano Management
Washington
$649K – – –
PFSC
2246
Peoples Financial Services Corp
Pennsylvania
$649K – – –
IA
2247
IFC Advisors
California
$647K +$469K +4,636 New
HI
2248
Human Investing
Oregon
$646K -$1M -9,900 -68%
RW
2249
RVW Wealth
California
$646K -$101K -995 -18%
HWMO
2250
Heritage Wealth Management (Ohio)
Ohio
$645K +$467K +4,619 New