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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2501
Raffa Wealth Management
District of Columbia
$542K -$6.85K -25 -1%
ME
2502
McIlrath & Eck
Washington
$541K +$95.1K +347 +21%
CBTWT
2503
Community Bank & Trust (Waco, Texas)
Texas
$540K -$297K -1,085 -35%
APWA
2504
Atlas Private Wealth Advisors
New Jersey
$540K +$47.7K +174 +10%
IF
2505
IRON Financial
Illinois
$539K -$69.6K -254 -11%
DF Dent & Co
2506
DF Dent & Co
Maryland
$539K -$27.4K -100 -5%
SIM
2507
Sadoff Investment Management
Wisconsin
$538K +$13.2K +48 +2%
KC
2508
Knuff & Co
California
$537K – – –
SAM
2509
Satovsky Asset Management
New York
$536K +$538K +1,961 New
QCM
2510
Quest Capital Management
Texas
$535K +$14K +51 +3%
CCA
2511
Conservest Capital Advisors
Pennsylvania
$532K +$95.9K +350 +22%
RDWM
2512
Red Door Wealth Management
Tennessee
$530K -$124K -454 -19%
TF
2513
TimeScale Financial
Massachusetts
$530K -$54.6K -199 -9%
PFG
2514
PAX Financial Group
Texas
$529K +$123K +448 +30%
SIG
2515
Sargent Investment Group
Maryland
$528K – – –
KOMWMG
2516
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$524K -$2.19K -8 -0.4%
VCM
2517
Violich Capital Management
California
$523K +$108K +395 +26%
FA
2518
Fortis Advisors
Pennsylvania
$522K – – –
WLPWM
2519
Walled Lake Planning & Wealth Management
Illinois
$520K -$318K -1,160 -38%
NWS
2520
Newport Wealth Strategies
California
$519K – – –
AFS
2521
Aft Forsyth & Sober
Florida
$519K +$493K +1,800 +1,800%
EE
2522
EWG Elevate
California
$518K +$14.3K +52 +3%
CWG
2523
Cornerstone Wealth Group
North Carolina
$517K -$12.3K -45 -2%
DWA
2524
Dougherty Wealth Advisers
Minnesota
$517K – – –
MCF Advisors
2525
MCF Advisors
Kentucky
$516K -$79.2K -289 -13%