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Name Holding Trade Value Shares
Change
Change in
Stake
LF
2201
Lantz Financial
Illinois
$594K -$50.1K -719 -8%
DWMS
2202
Dominguez Wealth Management Solutions
Virginia
$593K -$9.76K -140 -2%
WMWM
2203
Wilkins Miller Wealth Management
Alabama
$593K +$3.28K +47 +0.6%
FHC
2204
First Heartland Consultants
Missouri
$593K -$54.9K -788 -9%
3F
2205
360 Financial
Minnesota
$592K +$5.65K +81 +1%
AFM
2206
Armstrong Fleming & Moore
District of Columbia
$592K +$70 +1 +0%
DI
2207
DAGCO Inc
Ohio
$592K -$88K -1,263 -13%
FFA
2208
Fragasso Financial Advisors
Pennsylvania
$591K +$62.2K +892 +12%
IAS
2209
IMA Advisory Services
Colorado
$590K +$5.37K +77 +0.9%
CFA
2210
CWS Financial Advisors
Michigan
$590K +$51.7K +742 +10%
PEAK6
2211
PEAK6
Illinois
$589K +$587K +8,426 New
YIM
2212
Yoffe Investment Management
Pennsylvania
$589K +$209 +3 +0%
CA
2213
Cornerstone Advisory
Maryland
$589K -$27.8K -399 -5%
MCA
2214
Magnolia Capital Advisors
Mississippi
$588K +$29.3K +420 +5%
AS
2215
Altshuler Shaham
Israel
$587K +$586K +8,402 New
SIS
2216
Sound Income Strategies
Florida
$586K +$133K +1,904 +30%
BWM
2217
BlackDiamond Wealth Management
New York
$585K +$134K +1,925 +34%
RWP
2218
Revolve Wealth Partners
New Jersey
$585K +$23.2K +333 +4%
OCM
2219
Orser Capital Management
Texas
$585K
ADBIC
2220
A.D. Beadell Investment Counsel
Wisconsin
$585K -$181K -2,601 -24%
PMA
2221
Prudent Man Advisors
Illinois
$585K -$8.09K -116 -2%
IFS
2222
Ifrah Financial Services
Arkansas
$585K -$5.51K -79 -0.9%
CCFCSB
2223
Cape Cod Five Cents Savings Bank
Massachusetts
$583K
HFS
2224
Howard Financial Services
Texas
$582K +$56K +804 +11%
1WA
2225
180 Wealth Advisors
Washington
$582K +$55.5K +796 +11%