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Name Holding Trade Value Shares
Change
Change in
Stake
OKSA
2751
O'Keefe Stevens Advisory
New York
$490K
AGC
2752
Aspen Grove Capital
Colorado
$490K +$86.3K +700 +23%
PWM
2753
Palumbo Wealth Management
New York
$489K -$29.3K -238 -6%
SPWM
2754
Schrum Private Wealth Management
Florida
$488K +$220K +1,785 +93%
MWM
2755
MBE Wealth Management
Wisconsin
$487K -$61.6K -500 -12%
PCMM
2756
Piedmont Capital Management (Montana)
Montana
$487K +$123 +1 +0%
MWC
2757
MBM Wealth Consultants
Missouri
$485K
CWM
2758
Castle Wealth Management
Florida
$485K -$2.46K -20 -0.5%
SLG
2759
Stanley-Laman Group
Pennsylvania
$485K
IIM
2760
Ironwood Investment Management
Massachusetts
$484K
GWSG
2761
GPS Wealth Strategies Group
Colorado
$482K +$1.6K +13 +0.4%
OPOWM
2762
One Plus One Wealth Management
Florida
$482K
NQWM
2763
Northwest Quadrant Wealth Management
Oregon
$481K +$1.36K +11 +0.3%
VF
2764
Vest Financial
Virginia
$481K +$449K +3,646 New
DCBT
2765
Dakota Community Bank & Trust
North Dakota
$480K +$5.55K +45 +1%
BI
2766
Ballast Inc
Kentucky
$480K
BA
2767
Bluesphere Advisors
Pennsylvania
$480K +$247 +2 +0.1%
SAW
2768
Signal Advisors Wealth
Michigan
$480K +$121K +980 +37%
PP
2769
PFS Partners
New Jersey
$479K +$2.1K +17 +0.5%
WB
2770
West Bancorporation
Iowa
$478K +$1.73K +14 +0.4%
CWM
2771
Centurion Wealth Management
Virginia
$478K -$20.2K -164 -4%
MF
2772
Manchester Financial
California
$478K +$24.4K +198 +6%
PSCM
2773
Per Stirling Capital Management
Texas
$477K -$9.37K -76 -2%
SG
2774
Somerset Group
Minnesota
$477K
MWA
2775
Muirfield Wealth Advisors
North Carolina
$477K +$2.96K +24 +0.7%