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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
3726
Horst & Graben Wealth Management
Oregon
$567K +$232K +395 +69%
PCM
3727
Park Capital Management
Wisconsin
$566K +$568K +967 New
AA
3728
AlphaMark Advisors
Kentucky
$565K -$25.8K -44 -4%
MPW
3729
MGO Private Wealth
California
$564K +$107K +183 +23%
CCM
3730
Crew Capital Management
Ohio
$563K – – –
JA
3731
JVL Associates
Michigan
$563K +$6.46K +11 +1%
HWA
3732
Heartwood Wealth Advisors
Virginia
$563K +$18.8K +32 +3%
ODIJL
3733
One Day In July LLC
Vermont
$563K +$34K +58 +6%
AWM
3734
Affinity Wealth Management
Delaware
$562K +$587 +1 +0.1%
TDWM
3735
Topel & Distasi Wealth Management
California
$561K +$71.6K +122 +15%
FFA
3736
Fairfield Financial Advisors
Massachusetts
$560K +$136K +232 +32%
CW
3737
Curio Wealth
Maryland
$560K +$561K +956 New
PDM
3738
Penn Davis McFarland
Texas
$559K +$561K +955 New
DP
3739
Dearborn Partners
Illinois
$558K +$11.7K +20 +2%
GGV
3740
GG Group Ventures
Florida
$558K +$69.8K +119 +14%
EIA
3741
Eldridge Investment Advisors
New Hampshire
$557K – – –
MBI
3742
May Barnhard Investments
Maryland
$556K – – –
I2I
3743
Insight 2811 Inc
Illinois
$556K -$13.5K -23 -2%
GWA
3744
Genesis Wealth Advisors
Massachusetts
$556K +$558K +950 New
Trillium Asset Management
3745
Trillium Asset Management
Massachusetts
$556K – – –
IMC
3746
Investment Management Corporation
Virginia
$555K +$556K +948 New
IIM
3747
Ipswich Investment Management
Massachusetts
$554K – – –
WA
3748
WPG Advisers
Maryland
$553K +$555K +945 New
CWM
3749
Centric Wealth Management
Illinois
$553K -$1.17K -2 -0.2%
4WM
3750
49 Wealth Management
Texas
$553K +$1.17K +2 +0.2%