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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1701
Pinnacle Wealth Planning Services
Ohio
$452K +$1.17K +7 +0.3%
HWA
1702
Heartwood Wealth Advisors
Virginia
$450K +$452K +2,710 New
TLCM
1703
Twin Lakes Capital Management
California
$449K +$10.8K +65 +2%
NAS
1704
Nicolet Advisory Services
Wisconsin
$449K +$15.5K +93 +4%
APG
1705
Abacus Planning Group
South Carolina
$448K
PCMK
1706
Paragon Capital Management (Kansas)
Kansas
$448K +$5.17K +31 +1%
VW
1707
Vantage Wealth
California
$447K -$69.9K -419 -13%
WAM
1708
WNY Asset Management
New York
$447K
SN
1709
Sittner & Nelson
Oregon
$447K +$334 +2 +0.1%
NB
1710
Nicolet Bankshares
Wisconsin
$445K
CSWG
1711
Cardinal Strategic Wealth Guidance
Kentucky
$444K -$10K -60 -2%
Members Trust
1712
Members Trust
Florida
$443K -$148K -888 -25%
VIM
1713
Vista Investment Management
Pennsylvania
$442K -$1.17K -7 -0.3%
LCM
1714
Liberty Capital Management
Michigan
$441K
CW
1715
CreativeOne Wealth
Kansas
$441K +$54.2K +325 +14%
MF
1716
Montis Financial
Massachusetts
$439K
AS
1717
Altshuler Shaham
Israel
$439K +$40.4K +242 +10%
XF
1718
XML Financial
Maryland
$438K -$57.2K -343 -12%
CAM
1719
Congress Asset Management
Massachusetts
$436K +$3K +18 +0.7%
APW
1720
Aurora Private Wealth
New Jersey
$436K +$20.9K +125 +5%
NICM
1721
Neo Ivy Capital Management
New York
$436K +$438K +2,624 New
LCM
1722
LCM Capital Management
Illinois
$435K -$24.9K -149 -5%
CWM
1723
Campbell Wealth Management
Virginia
$434K +$1.5K +9 +0.3%
PCM
1724
Prelude Capital Management
New York
$433K +$435K +2,608 New
BMCM
1725
Burns Matteson Capital Management
New York
$431K +$133K +795 +44%