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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2576
Abound Wealth Management
Tennessee
$82.7K -$3.29K -10 -4%
HCA
2577
Harbor Capital Advisors
Illinois
$82.1K -$8.56K -26 -10%
PPWM
2578
PFG Private Wealth Management
Florida
$82K -$5.27K -16 -6%
FMP
2579
Financial Management Professionals
Texas
$82K
RWMH
2580
Riverpoint Wealth Management Holdings
Illinois
$80.3K +$76K +231 New
BLC
2581
Brown, Lisle/Cummings
Rhode Island
$80K
AFS
2582
Annapolis Financial Services
Maryland
$78.2K -$10.5K -32 -12%
HWM
2583
HighMark Wealth Management
Minnesota
$73K
EA
2584
Evolution Advisers
Virginia
$71K -$49.4K -150 -42%
TAIM
2585
TD Ameritrade Investment Management
Nebraska
$71K -$20.4K -62 -23%
MWM
2586
MinichMacGregor Wealth Management
New York
$70.6K +$66.8K +203 New
LSV Asset Management
2587
LSV Asset Management
Illinois
$70K
CSWM
2588
Cassady Schiller Wealth Management
Ohio
$69.5K +$65.8K +200 New
GGI
2589
Godsey & Gibb Inc
Virginia
$69.5K +$65.8K +200 New
SWA
2590
SOA Wealth Advisors
New York
$67.8K +$2.63K +8 +4%
AWM
2591
Accel Wealth Management
Iowa
$64.3K
CFFP
2592
Center for Financial Planning
Michigan
$62.6K -$12.8K -39 -18%
PCA
2593
Providence Capital Advisors
North Carolina
$62.6K
BAM
2594
Baldrige Asset Management
Pennsylvania
$61K
NECFA
2595
New England Capital Financial Advisors
Connecticut
$59.9K +$52.3K +159 New
CBT
2596
CoreFirst Bank & Trust
Kansas
$59.1K
GA
2597
GoalVest Advisory
New York
$58.1K -$474K -1,439 -90%
TIM
2598
Tortoise Investment Management
New York
$58.1K -$18.1K -55 -25%
DWMG
2599
DB Wealth Management Group
California
$58.1K
HFS
2600
HBC Financial Services
Washington
$58K