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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1201
Walter & Keenan Wealth Management
Indiana
$3.79M +$6.32K +54 +0.2%
PIWA
1202
Prevail Innovative Wealth Advisors
Kansas
$3.79M +$1.07M +9,145 +45%
CBT
1203
Central Bank & Trust
Kentucky
$3.78M +$21.8K +186 +0.6%
BRWA
1204
B. Riley Wealth Advisors
Florida
$3.78M -$215K -1,838 -6%
SC
1205
Syon Capital
California
$3.77M +$432K +3,692 +14%
VWM
1206
VCI Wealth Management
Missouri
$3.77M +$94.7K +809 +3%
CCM
1207
Chilton Capital Management
Texas
$3.77M +$11.1K +95 +0.3%
EFM
1208
E Fund Management
China
$3.77M +$105K +897 +3%
GC
1209
Gould Capital
Washington
$3.76M +$26.8K +229 +0.8%
PRP
1210
Peak Retirement Planning
Ohio
$3.76M +$895K +7,649 +35%
GWM
1211
Glass Wealth Management
Texas
$3.74M +$54.4K +465 +2%
AAS
1212
Ameritas Advisory Services
Nebraska
$3.74M +$1.12M +9,540 +49%
IB
1213
Intrust Bank
Kansas
$3.73M +$74K +632 +2%
TCWA
1214
Turtle Creek Wealth Advisors
Texas
$3.72M +$259K +2,215 +8%
LFA
1215
Legacy Financial Advisors
Kentucky
$3.72M +$96.9K +828 +3%
DP
1216
Dearborn Partners
Illinois
$3.72M -$717K -6,122 -17%
ISWM
1217
Independent Solutions Wealth Management
New York
$3.71M -$16.2K -138 -0.5%
WAM
1218
Werlinich Asset Management
Connecticut
$3.71M
WETS
1219
Wealth Enhancement Trust Services
South Dakota
$3.7M -$691K -5,906 -17%
KA
1220
Kovack Advisors
Florida
$3.7M -$1.02M -8,754 -23%
CCWM
1221
Cassaday & Co Wealth Management
Virginia
$3.7M -$34.2K -292 -1%
HIC
1222
Harvey Investment Company
Kentucky
$3.69M -$58.5K -500 -2%
NDSI
1223
Newman Dignan & Sheerar Inc
Rhode Island
$3.69M -$7.49K -64 -0.2%
GTAM
1224
Global Trust Asset Management
Florida
$3.69M +$369K +3,153 +12%
JPMIA
1225
J.P. Marvel Investment Advisors
Massachusetts
$3.68M