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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
4026
TopTier Wealth Management
Wisconsin
$657K +$665K +996 New
PCMN
4027
Paradigm Capital Management (Nevada)
Nevada
$657K
MG
4028
McHugh Group
Ohio
$657K
PWA
4029
Peterson Wealth Advisors
Utah
$657K -$37.4K -56 -5%
BTC
4030
Bank & Trust Company
Illinois
$656K +$15.4K +23 +2%
IIM
4031
Ipswich Investment Management
Massachusetts
$654K
WF
4032
WoodTrust Financial
Wisconsin
$654K +$66.8K +100 +11%
AP
4033
Atwood & Palmer
Missouri
$653K -$104K -156 -14%
BCFD
4034
Boit C.F. David
$653K
EARNEST Partners
4035
EARNEST Partners
Georgia
$653K -$1.34K -2 -0.2%
GCP
4036
Gill Capital Partners
Colorado
$652K -$44.7K -67 -6%
WA
4037
WESPAC Advisors
California
$652K -$122K -183 -16%
ACA
4038
Aspire Capital Advisors
Washington
$651K +$148K +222 +29%
BW
4039
BostonPremier Wealth
Massachusetts
$650K +$208K +311 +46%
LCS
4040
Levin Capital Strategies
New York
$649K +$9.35K +14 +1%
IAP
4041
Indie Asset Partners
Indiana
$649K +$60.8K +91 +10%
CTC
4042
Cetera Trust Company
Minnesota
$649K
CPA
4043
Cathy Pareto & Associates
Florida
$649K +$14K +21 +2%
PCFFS
4044
Pacific Center for Financial Services
California
$648K
MFG
4045
Mosaic Financial Group
Illinois
$648K -$38.1K -57 -5%
CS
4046
Capital Square
Tennessee
$648K +$92.2K +138 +16%
AWA
4047
A4 Wealth Advisors
North Carolina
$648K -$600K -898 -48%
BA
4048
BCM Advisors
Louisiana
$646K +$1.34K +2 +0.2%
AWMNY
4049
Arcadia Wealth Management (New York)
New York
$646K -$1.34K -2 -0.2%
CC
4050
Corsicana & Co
Texas
$646K +$124K +185 +23%