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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
3901
Trueblood Wealth Management
Ohio
$756K
CL
3902
CLG LLC
California
$755K +$7.34K +11 +1%
AAMC
3903
Asset Allocation & Management Company
Illinois
$753K
BDL
3904
Banque de Luxembourg
Luxembourg
$752K +$334K +500 +78%
MFS
3905
Madrona Financial Services
Washington
$752K -$16.7K -25 -2%
AA
3906
Alesco Advisors
New York
$750K +$380K +569 +100%
BFA
3907
Bill Few Associates
Pennsylvania
$750K +$11.4K +17 +2%
LOPW
3908
Live Oak Private Wealth
North Carolina
$750K +$14.7K +22 +2%
LWM
3909
Lakeridge Wealth Management
Ohio
$750K +$170K +255 +29%
HCA
3910
Hardworking Capital Advisors
California
$749K +$758K +1,135 New
OL
3911
Odyssean LLC
Connecticut
$749K +$758K +1,135 New
AV
3912
Aspiring Ventures
Ohio
$749K +$267K +400 +54%
ODFS
3913
O'Donnell Financial Services
California
$745K
SFWA
3914
Summit Financial Wealth Advisors
Louisiana
$743K -$6.68K -10 -0.9%
KCM
3915
Kanawha Capital Management
Virginia
$743K +$668 +1 +0.1%
DI
3916
Decision Investments
California
$743K +$751K +1,125 New
WC
3917
Wexford Capital
Florida
$743K -$82.8K -124 -10%
Members Trust
3918
Members Trust
Florida
$742K +$52.8K +79 +8%
MWM
3919
MinichMacGregor Wealth Management
New York
$740K -$258K -386 -26%
DWM
3920
Defined Wealth Management
Oregon
$739K +$30.7K +46 +4%
WWM
3921
Wiser Wealth Management
Georgia
$737K +$22K +33 +3%
FA
3922
Financial Avengers
California
$734K +$60.8K +91 +9%
TH
3923
TCTC Holdings
Texas
$734K
AF
3924
Align Financial
Minnesota
$733K +$741K +1,110 New
FA
3925
FSA Advisors
Michigan
$733K -$62.1K -93 -8%