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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3076
MinichMacGregor Wealth Management
New York
$189K +$174K +1,704 New
FCT
3077
First Community Trust
Iowa
$188K -$112K -1,092 -39%
CSWM
3078
Cassady Schiller Wealth Management
Ohio
$185K +$171K +1,669 New
GC
3079
Garde Capital
Washington
$185K +$16.9K +165 +11%
MFA
3080
McClarren Financial Advisors
Pennsylvania
$183K +$36.1K +353 +27%
DWP
3081
Destiny Wealth Partners
Florida
$182K -$226K -2,211 -57%
ACP
3082
Arcus Capital Partners
Georgia
$181K +$167K +1,635 New
BAM
3083
Bellevue Asset Management
Washington
$178K -$19.3K -189 -10%
ACM
3084
Anfield Capital Management
California
$178K -$236K -2,310 -59%
WPWM
3085
Western Pacific Wealth Management
Illinois
$178K +$48.3K +473 +42%
GM
3086
GeoWealth Management
Illinois
$177K -$3.88K -38 -2%
FP
3087
Financial Perspectives
Minnesota
$177K
IWP
3088
IAG Wealth Partners
Wisconsin
$175K
TSWM
3089
Tyler-Stone Wealth Management
Ohio
$174K +$3.78K +37 +2%
AWM
3090
Abound Wealth Management
Tennessee
$174K -$1.74K -17 -1%
CA
3091
Centerpoint Advisors
Massachusetts
$172K +$12.8K +125 +9%
NL
3092
NKCFO LLC
Illinois
$171K +$158K +1,545 New
MSCM
3093
McElhenny Sheffield Capital Management
Texas
$171K +$157K +1,540 New
AP
3094
Arlington Partners
Alabama
$165K +$39K +382 +35%
BHWM
3095
Beaird Harris Wealth Management
Texas
$162K +$15.3K +150 +11%
Capstone Investment Advisors
3096
Capstone Investment Advisors
New York
$158K +$121K +1,185 +488%
TFP
3097
Tilia Fiduciary Partners
North Carolina
$151K
TCWA
3098
Ten Capital Wealth Advisors
Washington
$150K -$6.03K -59 -4%
TCCM
3099
Timber Creek Capital Management
Massachusetts
$148K -$51.1K -500 -27%
PFC
3100
Phocas Financial Corp
California
$145K +$134K +1,310 New