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Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
1901
One Plus One Wealth Management
Florida
$739K
CRIG
1902
Charter Research & Investment Group
Connecticut
$738K
EB
1903
Exchange Bank
California
$736K
SIC
1904
Samalin Investment Counsel
New York
$736K -$1.14K -4 -0.1%
PD
1905
Planning Directions
Pennsylvania
$735K -$28.8K -101 -3%
SWP
1906
Semus Wealth Partners
Florida
$734K +$13.7K +48 +2%
OFG
1907
OmniStar Financial Group
North Carolina
$734K +$38.2K +134 +5%
HFS
1908
Heritage Financial Services
Massachusetts
$734K -$28.5K -100 -3%
TCWM
1909
Total Clarity Wealth Management
Illinois
$734K -$8.56K -30 -1%
SAM
1910
S.A. Mason
Michigan
$734K +$570 +2 +0.1%
FIBT
1911
First International Bank & Trust
North Dakota
$733K -$218K -766 -22%
HWMG
1912
Hurlow Wealth Management Group
Indiana
$728K +$57K +200 +8%
HWP
1913
Highline Wealth Partners
California
$727K
IP
1914
Ignite Planners
California
$727K +$190K +667 +30%
HC
1915
Hamilton Capital
Ohio
$723K +$38.8K +136 +5%
GWM
1916
Greenwich Wealth Management
Connecticut
$721K +$125K +437 +19%
HFAS
1917
Hummer Financial Advisory Services
Illinois
$719K
SQA
1918
Simon Quick Advisors
New Jersey
$717K -$15.7K -55 -2%
JSL
1919
JT Stratford LLC
Georgia
$717K +$18.3K +64 +2%
CRWM
1920
Castle Rock Wealth Management
California
$716K +$5.99K +21 +0.7%
HIF
1921
Hill Island Financial
Michigan
$716K +$2.28K +8 +0.3%
BWA
1922
Bordeaux Wealth Advisors
California
$715K -$49.6K -174 -6%
TSWM
1923
Tyler-Stone Wealth Management
Ohio
$711K +$9.98K +35 +1%
TPWA
1924
TRUE Private Wealth Advisors
Oregon
$710K +$26.5K +93 +4%
FCAS
1925
First Command Advisory Services
Texas
$709K +$767K +2,691 New