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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2101
Beaumont Asset Management
Texas
$674K -$23.3K -283 -3%
TF
2102
Trek Financial
Arizona
$673K +$103K +1,247 +18%
TWM
2103
Trueblood Wealth Management
Ohio
$671K -$12.2K -148 -2%
OCM
2104
Orion Capital Management
California
$671K -$234K -2,840 -26%
CCWM
2105
Cassaday & Co Wealth Management
Virginia
$671K -$10.6K -129 -2%
PAS
2106
Professional Advisory Services
Florida
$669K
TIA
2107
Traphagen Investment Advisors
New Jersey
$669K -$54.6K -663 -8%
IGGA
2108
Iron Gate Global Advisors
Utah
$669K +$824 +10 +0.1%
BWP
2109
Barlow Wealth Partners
Kentucky
$668K -$80.9K -982 -11%
RFG
2110
RFP Financial Group
Georgia
$667K +$12.2K +148 +2%
BIG
2111
Builder Investment Group
Georgia
$667K +$577 +7 +0.1%
WC
2112
Waterloo Capital
Texas
$667K +$66.4K +806 +11%
AFM
2113
Armstrong Fleming & Moore
District of Columbia
$666K
AAM
2114
AMI Asset Management
California
$666K -$6.51K -79 -1%
CA
2115
Continuum Advisory
Idaho
$665K +$10.5K +127 +2%
MPCG
2116
Matrix Private Capital Group
New York
$665K +$33.3K +404 +5%
CBT
2117
Crews Bank & Trust
Florida
$664K -$26.1K -317 -4%
OWM
2118
Orca Wealth Management
Florida
$663K +$5.93K +72 +0.9%
PRI
2119
Prepared Retirement Institute
Pennsylvania
$658K +$48.9K +594 +8%
GSB
2120
Greenfield Savings Bank
Massachusetts
$658K -$37.6K -456 -5%
AWM
2121
Aprio Wealth Management
Georgia
$655K +$63.9K +776 +11%
NWM
2122
Northcape Wealth Management
New York
$655K -$17.1K -207 -3%
GFA
2123
Gallagher Fiduciary Advisors
Illinois
$653K -$335K -4,065 -34%
MFG
2124
Magnus Financial Group
New York
$653K +$67.6K +821 +12%
KWMG
2125
King Wealth Management Group
Florida
$652K