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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1826
Walter & Keenan Wealth Management
Indiana
$834K -$8.26K -22 -1%
DEM
1827
Disciplined Equity Management
Florida
$834K -$8.63K -23 -1%
FOA
1828
Five Oceans Advisors
California
$832K +$73.2K +195 +10%
CS
1829
Crescent Sterling
Louisiana
$831K – – –
HIP
1830
HUB Investment Partners
Texas
$831K +$103K +274 +15%
CFP
1831
Catalyst Financial Partners
Massachusetts
$829K +$123K +327 +18%
MPPW
1832
Mitchell & Pahl Private Wealth
Oklahoma
$829K -$27K -72 -3%
AB
1833
Atlas Brown
Kentucky
$829K +$1.88K +5 +0.2%
WW
1834
Waterfront Wealth
Kansas
$827K – – –
HCM
1835
Hollencrest Capital Management
California
$826K -$64.2K -171 -8%
FFA
1836
Farther Finance Advisors
California
$826K +$469K +1,250 +147%
LJAC
1837
L.J. Altfest & Co
New York
$824K +$26.6K +71 +4%
FCAG
1838
First Capital Advisors Group
New Jersey
$823K -$6K -16 -0.8%
ICM
1839
Islay Capital Management
Texas
$823K +$29.3K +78 +4%
RI
1840
Redwood Investments
Massachusetts
$821K -$45.4K -121 -5%
PA
1841
PSI Advisors
Florida
$815K -$10.1K -27 -1%
AWM
1842
Aprio Wealth Management
Georgia
$814K +$226K +603 +41%
BCM
1843
Boltwood Capital Management
California
$814K – – –
LT
1844
Legacy Trust
Michigan
$812K -$4.5K -12 -0.6%
CWM
1845
Cahill Wealth Management
Michigan
$811K – – –
VEA
1846
Virtus ETF Advisers
New York
$810K -$106K -283 -12%
BWP
1847
BSW Wealth Partners
Colorado
$809K -$1.07M -2,857 -58%
WMA
1848
Wealth Management Associates
New Jersey
$808K +$7.5K +20 +1%
AFT
1849
Alpha Family Trust
California
$806K – – –
SRC
1850
Shufro Rose & Co
New York
$806K – – –