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Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1501
Brandywine Oak Private Wealth
Pennsylvania
$628K -$83.1K -558 -12%
TF
1502
Trek Financial
Arizona
$628K -$80.4K -540 -11%
DWM
1503
Doyle Wealth Management
Florida
$628K -$19.7K -132 -3%
RFG
1504
Range Financial Group
Oregon
$628K +$7.3K +49 +1%
XWM
1505
Xcel Wealth Management
Florida
$623K +$149 +1 +0%
HA
1506
HYA Advisors
Missouri
$623K +$4.17K +28 +0.7%
Arrowstreet Capital
1507
Arrowstreet Capital
Massachusetts
$623K +$625K +4,196 New
BCA
1508
Bay Colony Advisors
Massachusetts
$622K -$89.2K -599 -13%
CGIM
1509
Cannon Global Investment Management
Florida
$622K +$624K +4,186 New
FFM
1510
Forum Financial Management
Illinois
$621K +$623K +4,184 New
CIM
1511
CIM Investment Management
Pennsylvania
$619K -$12.2K -82 -2%
QPW
1512
Quantum Private Wealth
Florida
$619K +$622K +4,173 New
MBTD
1513
Mechanics Bank - Trust Department
California
$618K -$58K -389 -9%
NIM
1514
NuWave Investment Management
New Jersey
$615K +$35.9K +241 +6%
LWP
1515
Laurel Wealth Planning
Minnesota
$612K -$111K -743 -15%
FFA
1516
First Foundation Advisors
California
$612K +$112K +752 +22%
HLOC
1517
H.L. Ormond & Company
North Carolina
$611K +$671K +4,502 New
JMFC
1518
J.M. Forbes & Co
Massachusetts
$610K -$8.19K -55 -1%
RWA
1519
River Wealth Advisors
Pennsylvania
$610K -$3.72K -25 -0.6%
SP
1520
Successful Portfolios
Florida
$609K +$894 +6 +0.1%
AMIM
1521
Aull & Monroe Investment Management
Alabama
$607K
WAAG
1522
Wealth Alliance Advisory Group
Kansas
$607K +$38.6K +259 +7%
WAP
1523
Wealthcare Advisory Partners
Pennsylvania
$607K +$106K +714 +21%
JIP
1524
Jaffetilchin Investment Partners
Florida
$607K +$292K +1,960 +92%
IIA
1525
ICW Investment Advisors
Arizona
$605K +$130K +872 +27%