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Name Holding Trade Value Shares
Change
Change in
Stake
Advance Capital Management
3651
Advance Capital Management
Michigan
$610K +$21.1K +36 +4%
HB
3652
Horizon Bancorp
Indiana
$609K +$7.63K +13 +1%
APWM
3653
Anchor Pointe Wealth Management
Missouri
$608K +$604K +1,029 New
PA
3654
Promethium Advisors
Maryland
$608K – – –
KSWWM
3655
Keyes Stange & Wooten Wealth Management
Florida
$608K -$15.8K -27 -3%
GFG
3656
GR Financial Group
Arizona
$607K +$301K +513 +98%
CTC
3657
Cetera Trust Company
Minnesota
$607K – – –
CPA
3658
Clear Point Advisors
New York
$606K -$8.8K -15 -1%
IAG
3659
Investmark Advisory Group
Connecticut
$606K -$158K -269 -21%
MWM
3660
Maridea Wealth Management
New York
$605K +$607K +1,034 New
PWP
3661
Precedent Wealth Partners
Texas
$605K -$2.94K -5 -0.5%
CFG
3662
Copley Financial Group
California
$604K +$1.76K +3 +0.3%
CF
3663
Cyr Financial
Illinois
$604K +$606K +1,032 New
BWM
3664
Birchcreek Wealth Management
Ohio
$604K +$109K +186 +22%
SPIO
3665
Seven Post Investment Office
California
$603K -$1.06M -1,807 -64%
WFA
3666
WMG Financial Advisors
Tennessee
$603K +$41.1K +70 +7%
LF
3667
LifeSteps Financial
California
$603K +$58.7K +100 +11%
TL
3668
Tradewinds LLC
North Carolina
$601K +$490K +835 New
PHAM
3669
Palisades Hudson Asset Management
Florida
$601K -$1.17K -2 -0.2%
BFA
3670
Bill Few Associates
Pennsylvania
$600K – – –
AWMNY
3671
Arcadia Wealth Management (New York)
New York
$600K +$602K +1,025 New
RCA
3672
Runnymede Capital Advisors
Ohio
$600K +$602K +1,025 New
RB
3673
Rodgers Brothers
Pennsylvania
$597K – – –
FFL
3674
Financial Freedom LLC
Ohio
$597K -$40.5K -69 -6%
EWS
3675
Eagle Wealth Strategies
New Jersey
$597K +$7.63K +13 +1%