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Name Holding Trade Value Shares
Change
Change in
Stake
APG
1726
Abacus Planning Group
South Carolina
$974K -$12.8K -167 -1%
COCM
1727
Charter Oak Capital Management
New Hampshire
$973K +$954K +12,469 New
WMA
1728
Wealth Management Associates
New Jersey
$969K +$53.7K +702 +6%
VWA
1729
Visionary Wealth Advisors
Illinois
$968K -$23.1K -302 -2%
DBT
1730
Dubuque Bank & Trust
Iowa
$968K +$441K +5,760 +87%
RIA
1731
Regal Investment Advisors
Michigan
$968K +$948K +12,401 New
CWP
1732
CFM Wealth Partners
Texas
$967K -$41.3K -540 -4%
OIA
1733
Optimum Investment Advisors
Illinois
$967K -$28.1K -367 -3%
LF
1734
Lantz Financial
Illinois
$966K -$844K -11,039 -47%
EHWM
1735
Eads & Heald Wealth Management
Georgia
$965K +$28.8K +377 +3%
BW
1736
Bison Wealth
Georgia
$962K +$2.45K +32 +0.3%
RCG
1737
Rock Creek Group
District of Columbia
$960K +$389K +5,088 +71%
CAAS
1738
Capital Asset Advisory Services
Michigan
$957K +$146K +1,907 +19%
WEPOG
1739
Wealth Enhancement & Preservation of GA
Georgia
$957K +$215K +2,805 +30%
SWP
1740
Summit Wealth Partners
Florida
$955K +$6.96K +91 +0.7%
IAN
1741
Integrated Advisors Network
Texas
$952K -$2.13M -27,844 -70%
ICM
1742
IMS Capital Management
Oregon
$952K -$19.9K -260 -2%
SC
1743
Schulhoff & Co
Ohio
$950K -$103K -1,343 -10%
SCI
1744
Stableford Capital II
Arizona
$948K +$641K +8,387 +223%
QI
1745
Qtron Investments
Massachusetts
$946K -$198K -2,583 -18%
SWM
1746
Sculati Wealth Management
Michigan
$943K +$2.6K +34 +0.3%
WA
1747
Wealth Architects
California
$940K +$24.5K +320 +3%
NSAM
1748
North Star Asset Management
Wisconsin
$933K -$32.1K -420 -3%
OAM
1749
Occidental Asset Management
California
$931K -$23.1K -302 -2%
HWM
1750
Hemington Wealth Management
Virginia
$931K +$912K +11,931 New