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Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
1651
Smith & Howard Wealth Management
Georgia
$945K +$66.9K +815 +8%
AWMG
1652
Alliance Wealth Management Group
New Jersey
$945K +$268K +3,268 +43%
TCM
1653
Towercrest Capital Management
Pennsylvania
$945K +$268K +3,268 +43%
OFW
1654
Omnia Family Wealth
Florida
$944K +$175K +2,132 +25%
LC
1655
LCNB Corp
Ohio
$938K -$17.2K -210 -2%
SCM
1656
Schnieders Capital Management
California
$935K +$90.3K +1,100 +11%
CB
1657
CNB Bank
Pennsylvania
$931K +$88.9K +1,082 +11%
HCM
1658
Hall Capital Management
Rhode Island
$930K +$31.9K +388 +4%
JWBC
1659
J.W. Burns & Co
New York
$930K +$225K +2,735 +34%
PTP
1660
Platform Technology Partners
New York
$930K +$880K +10,720 New
TFF
1661
The Family Firm
Maryland
$929K -$339K -4,132 -28%
CWM
1662
Centric Wealth Management
Illinois
$927K +$28.7K +349 +3%
AAM
1663
Ascension Asset Management
New York
$924K
FFG
1664
Fortem Financial Group
California
$921K +$152K +1,856 +21%
NB
1665
Northwest Bancshares
Pennsylvania
$919K
SMFS
1666
Squar Milner Financial Services
California
$915K -$20.1K -245 -2%
FI
1667
FormulaFolio Investments
Michigan
$915K -$2.96K -36 -0.3%
BCA
1668
Berman Capital Advisors
Georgia
$911K +$4.19K +51 +0.5%
JGIA
1669
Jackson Grant Investment Advisers
Connecticut
$911K +$13.1K +159 +2%
AIA
1670
AIMZ Investment Advisors
California
$910K -$32K -390 -4%
LCH
1671
Lee Capital Holdings
New York
$910K
SRC
1672
Sage Rhino Capital
California
$907K +$4.19K +51 +0.5%
VWA
1673
Visionary Wealth Advisors
Illinois
$906K +$858K +10,446 New
VCM
1674
Virtue Capital Management
Tennessee
$903K -$417K -5,072 -33%
FWM
1675
Focused Wealth Management
New York
$903K +$329 +4 +0%