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Name Holding Trade Value Shares
Change
Change in
Stake
KHCM
1001
Kirtland Hills Capital Management
Ohio
$746K +$57.2K +760 +10%
FAM
1002
Fulcrum Asset Management
United Kingdom
$741K +$622K +8,270 New
CNBT
1003
Canandaigua National Bank & Trust
New York
$740K -$9.03K -120 -1%
NG
1004
Norden Group
Utah
$739K +$205K +2,720 +49%
CT
1005
Caldwell Trust
Florida
$739K +$4.51K +60 +0.7%
ATPW
1006
Ashton Thomas Private Wealth
Arizona
$736K +$282K +3,750 +84%
QP
1007
Quartz Partners
New York
$734K +$616K +8,190 New
VA
1008
Valmark Advisers
Ohio
$732K -$45.1K -600 -7%
RIA
1009
Regal Investment Advisors
Michigan
$727K +$70K +930 +13%
MLA
1010
My Legacy Advisors
Oregon
$727K +$56.4K +750 +11%
LJAC
1011
L.J. Altfest & Co
New York
$726K -$757K -10,060 -55%
MAM
1012
McLean Asset Management
Virginia
$725K +$11.3K +150 +2%
LAM
1013
Lifestyle Asset Management
Texas
$721K +$17.3K +230 +3%
WAP
1014
Wealthcare Advisory Partners
Pennsylvania
$719K +$6.77K +90 +1%
VWM
1015
Valley Wealth Managers
New Jersey
$717K -$27.1K -360 -4%
MWM
1016
Mission Wealth Management
California
$708K +$1.5K +20 +0.3%
MA
1017
MJP Associates
Connecticut
$706K -$48.1K -640 -8%
CFP
1018
Catalyst Financial Partners
Massachusetts
$702K +$3.01K +40 +0.5%
UWS
1019
Unique Wealth Strategies
Illinois
$698K -$33.1K -440 -5%
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$698K +$85.8K +1,140 +17%
DCM
1021
DGS Capital Management
New Jersey
$698K +$110K +1,460 +23%
TPI
1022
Trust Point Inc
Wisconsin
$693K +$214K +2,840 +58%
CAMG
1023
CWA Asset Management Group
Florida
$687K +$67.7K +900 +13%
TAP
1024
Tounjian Advisory Partners
Florida
$686K -$12K -160 -2%
PP
1025
PDS Planning
Ohio
$686K +$89.5K +1,190 +18%