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Name Holding Trade Value Shares
Change
Change in
Stake
BHB
2576
Bank Hapoalim BM
Israel
$537K -$18K -33 -3%
WPWM
2577
Western Pacific Wealth Management
Illinois
$537K -$105K -193 -16%
SWAG
2578
Spectrum Wealth Advisory Group
California
$535K – – –
MWM
2579
MBE Wealth Management
Wisconsin
$534K -$10.9K -20 -2%
AIM
2580
Avity Investment Management
Connecticut
$534K – – –
WIC
2581
Wilkins Investment Counsel
Massachusetts
$534K – – –
VCP
2582
Verus Capital Partners
Arizona
$533K -$142K -260 -21%
LDB
2583
Lee, Danner & Bass
Tennessee
$533K – – –
PDM
2584
Penn Davis McFarland
Texas
$533K – – –
PA
2585
PFW Advisors
Georgia
$533K – – –
AI
2586
AdvisorShares Investments
Maryland
$533K – – –
DIM
2587
DLK Investment Management
California
$532K – – –
SFS
2588
Symphony Financial Services
Ohio
$532K -$139K -255 -21%
SA
2589
Stewardship Advisors
Pennsylvania
$531K +$7.08K +13 +1%
LWA
2590
Lineweaver Wealth Advisors
Ohio
$530K -$96.9K -178 -16%
IMC
2591
Investment Management Corporation
Virginia
$530K +$90.9K +167 +21%
AFM
2592
Aspetuck Financial Management
Connecticut
$530K -$16.3K -30 -3%
FA
2593
Fountainhead AM
New Jersey
$529K +$126K +232 +32%
RCP
2594
Rothschild Capital Partners
New York
$526K – – –
CFAM
2595
Center For Asset Management
Florida
$526K -$43.6K -80 -8%
GWCM
2596
Godshalk Welsh Capital Management
Pennsylvania
$526K – – –
SWA
2597
Strategies Wealth Advisors
Michigan
$526K +$523K +960 New
RDWM
2598
Red Door Wealth Management
Tennessee
$525K +$38.1K +70 +8%
SIC
2599
SFE Investment Counsel
California
$524K +$520K +956 New
MCF Advisors
2600
MCF Advisors
Kentucky
$523K -$21.8K -40 -4%