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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2701
BKM Wealth Management
Wisconsin
$544K +$113K +915 +29%
PM
2702
Penbrook Management
New York
$542K +$61.6K +500 +14%
FH
2703
FWG Holdings
Florida
$542K +$39.2K +318 +8%
JF
2704
JSF Financial
California
$542K +$493 +4 +0.1%
CGH
2705
CMG Global Holdings
Texas
$541K -$2.46K -20 -0.5%
HS
2706
Horan Securities
United States
$541K +$20.3K +165 +4%
PS
2707
Planned Solutions
California
$541K
HPM
2708
Hoxton Planning & Management
West Virginia
$540K +$19.4K +157 +4%
CFS
2709
Cannon Financial Strategists
Georgia
$539K +$46.8K +380 +10%
TFO
2710
Tarbox Family Office
California
$539K +$145K +1,180 +41%
VIP
2711
Vista Investment Partners
Oklahoma
$539K +$4.56K +37 +0.9%
CICI
2712
Capital Investment Counsel Inc
North Carolina
$538K
KC
2713
Kinloch Capital
Virginia
$538K +$228K +1,846 +83%
CJ
2714
Caitlin John
Michigan
$535K +$9.86K +80 +2%
PIA
2715
Panoramic Investment Advisors
Colorado
$534K -$22.7K -184 -4%
OAM
2716
Oak Asset Management
California
$534K
MTC
2717
McDaniel Terry & Co
Texas
$533K +$21.9K +178 +5%
CTA
2718
Colonial Trust Advisors
South Carolina
$532K -$32K -260 -6%
HFA
2719
High Falls Advisors
New York
$529K +$22.2K +180 +5%
MIA
2720
MeadowBrook Investment Advisors
Michigan
$528K -$24.7K -200 -5%
LAI
2721
Legal Advantage Investments
California
$528K
SDWMA
2722
Schneider Downs Wealth Management Advisors
Pennsylvania
$527K +$492K +3,991 New
WQ
2723
Wealth Quarterback
New Jersey
$526K -$76.5K -621 -13%
CWA
2724
Clearview Wealth Advisors
Oregon
$526K -$14.3K -116 -3%
GI
2725
Gradient Investments
Minnesota
$525K -$436K -3,539 -47%