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Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
2576
Spectrum Wealth Advisory Group
California
$535K
MWM
2577
MBE Wealth Management
Wisconsin
$534K -$10.9K -20 -2%
AIM
2578
Avity Investment Management
Connecticut
$534K
WIC
2579
Wilkins Investment Counsel
Massachusetts
$534K
VCP
2580
Verus Capital Partners
Arizona
$533K -$142K -260 -21%
LDB
2581
Lee, Danner & Bass
Tennessee
$533K
PDM
2582
Penn Davis McFarland
Texas
$533K
PA
2583
PFW Advisors
Georgia
$533K
AI
2584
AdvisorShares Investments
Maryland
$533K
DIM
2585
DLK Investment Management
California
$532K
SFS
2586
Symphony Financial Services
Ohio
$532K -$139K -255 -21%
SA
2587
Stewardship Advisors
Pennsylvania
$531K +$7.08K +13 +1%
LWA
2588
Lineweaver Wealth Advisors
Ohio
$530K -$96.9K -178 -16%
IMC
2589
Investment Management Corporation
Virginia
$530K +$90.9K +167 +21%
AFM
2590
Aspetuck Financial Management
Connecticut
$530K -$16.3K -30 -3%
FA
2591
Fountainhead AM
New Jersey
$529K +$126K +232 +32%
RCP
2592
Rothschild Capital Partners
New York
$526K
CFAM
2593
Center For Asset Management
Florida
$526K -$43.6K -80 -8%
GWCM
2594
Godshalk Welsh Capital Management
Pennsylvania
$526K
SWA
2595
Strategies Wealth Advisors
Michigan
$526K +$523K +960 New
RDWM
2596
Red Door Wealth Management
Tennessee
$525K +$38.1K +70 +8%
SIC
2597
SFE Investment Counsel
California
$524K +$520K +956 New
MA
2598
MCF Advisors
Kentucky
$523K -$21.8K -40 -4%
RMP
2599
Richards, Merrill & Peterson
Washington
$522K +$13.6K +25 +3%
OWM
2600
OneAscent Wealth Management
Alabama
$522K -$47.4K -87 -8%