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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1151
Morse Asset Management
Connecticut
$3.95M +$490K +4,247 +15%
AOWM
1152
Alpha Omega Wealth Management
Virginia
$3.94M +$9.93K +86 +0.3%
GWM
1153
GSB Wealth Management
Connecticut
$3.94M -$72.5K -628 -2%
STAS
1154
Strong Tower Advisory Services
Minnesota
$3.93M +$28.7K +249 +0.8%
LWM
1155
Lodestone Wealth Management
Washington
$3.91M +$39.3K +340 +1%
DI
1156
DKRT Investments
$3.91M
MFGM
1157
Marshall Financial Group (Maryland)
Maryland
$3.9M -$178K -1,543 -5%
MBTD
1158
Mechanics Bank - Trust Department
California
$3.9M -$175K -1,515 -4%
WC
1159
Wynn Capital
Georgia
$3.89M -$2.54K -22 -0.1%
JSW
1160
Journey Strategic Wealth
New Jersey
$3.86M +$153K +1,321 +4%
WWM
1161
Western Wealth Management
Colorado
$3.85M +$1.12M +9,739 +44%
DIA
1162
Dean Investment Associates
Ohio
$3.85M -$219K -1,893 -6%
MO
1163
McMillan Office
Michigan
$3.85M -$381K -3,299 -9%
KFBMI
1164
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.82M
HA
1165
Herold Advisors
New York
$3.81M +$174K +1,508 +5%
ECM
1166
EagleClaw Capital Management
Massachusetts
$3.81M -$37.5K -325 -1%
PFA
1167
Pathway Financial Advisers
Indiana
$3.79M +$335K +2,904 +10%
PIM
1168
Penobscot Investment Management
Massachusetts
$3.78M -$23.3K -202 -0.6%
RCA
1169
Resonant Capital Advisors
Wisconsin
$3.77M +$2.03M +17,614 +130%
RHDIC
1170
R.H. Dinel Investment Counsel
California
$3.77M
KWM
1171
Keebeck Wealth Management
Illinois
$3.76M +$542K +4,697 +18%
BWM
1172
BigSur Wealth Management
Florida
$3.75M -$1.4M -12,090 -28%
LIA
1173
LS Investment Advisors
Michigan
$3.75M -$319K -2,760 -8%
KWA
1174
Kingswood Wealth Advisors
California
$3.75M -$91.2K -790 -2%
HI
1175
Hudock Inc
Pennsylvania
$3.75M +$158K +1,370 +5%