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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1701
Maltin Wealth Management
New Jersey
$456K -$856K -5,131 -65%
PWPS
1702
Pinnacle Wealth Planning Services
Ohio
$452K +$1.17K +7 +0.3%
HWA
1703
Heartwood Wealth Advisors
Virginia
$450K +$452K +2,710 New
TLCM
1704
Twin Lakes Capital Management
California
$449K +$10.8K +65 +2%
NAS
1705
Nicolet Advisory Services
Wisconsin
$449K +$15.5K +93 +4%
APG
1706
Abacus Planning Group
South Carolina
$448K – – –
PCMK
1707
Paragon Capital Management (Kansas)
Kansas
$448K +$5.17K +31 +1%
VW
1708
Vantage Wealth
California
$447K -$69.9K -419 -13%
WAM
1709
WNY Asset Management
New York
$447K – – –
SN
1710
Sittner & Nelson
Oregon
$447K +$334 +2 +0.1%
NB
1711
Nicolet Bankshares
Wisconsin
$445K – – –
CSWG
1712
Cardinal Strategic Wealth Guidance
Kentucky
$444K -$10K -60 -2%
Members Trust
1713
Members Trust
Florida
$443K -$148K -888 -25%
VIM
1714
Vista Investment Management
Pennsylvania
$442K -$1.17K -7 -0.3%
LCM
1715
Liberty Capital Management
Michigan
$441K – – –
CW
1716
CreativeOne Wealth
Kansas
$441K +$54.2K +325 +14%
MF
1717
Montis Financial
Massachusetts
$439K – – –
AS
1718
Altshuler Shaham
Israel
$439K +$40.4K +242 +10%
XF
1719
XML Financial
Maryland
$438K -$57.2K -343 -12%
CAM
1720
Congress Asset Management
Massachusetts
$436K +$3K +18 +0.7%
APW
1721
Aurora Private Wealth
New Jersey
$436K +$20.9K +125 +5%
NICM
1722
Neo Ivy Capital Management
New York
$436K +$438K +2,624 New
LCM
1723
LCM Capital Management
Illinois
$435K -$24.9K -149 -5%
CWM
1724
Campbell Wealth Management
Virginia
$434K +$1.5K +9 +0.3%
PCM
1725
Prelude Capital Management
New York
$433K +$435K +2,608 New