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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1826
Tyler-Stone Wealth Management
Ohio
$574K +$366K +5,480 +210%
VFA
1827
Voya Financial Advisors
Connecticut
$573K -$118K -1,760 -18%
GA
1828
Gateway Advisory
New Jersey
$572K -$104K -1,560 -16%
CP
1829
Castleview Partners
Texas
$571K +$2.01K +30 +0.4%
KHC
1830
Koesten Hirschmann & Crabtree
Kansas
$568K -$27.4K -410 -5%
RP
1831
Rowlandmiller & Partners
Georgia
$568K -$26.8K -400 -5%
FI
1832
Financial Insights
Washington
$568K -$15.4K -230 -3%
AWM
1833
Atticus Wealth Management
Florida
$565K -$4.68K -70 -0.9%
CFP
1834
Cascade Financial Partners
California
$565K +$97K +1,450 +24%
WP
1835
WMS Partners
Maryland
$565K -$89.6K -1,340 -14%
BB
1836
Busey Bank
Illinois
$563K +$18.7K +280 +4%
UCMOK
1837
United Capital Management of KS
Kansas
$563K -$6.69K -100 -1%
FWCM
1838
Ferguson Wellman Capital Management
Oregon
$563K +$80.3K +1,200 +18%
BMD
1839
Better Money Decisions
New Mexico
$562K +$66.9K +1,000 +14%
CSIC
1840
Clifford Swan Investment Counsel
California
$562K +$4.68K +70 +0.9%
LFG
1841
Lazard Frères Gestion
France
$561K – – –
FWM
1842
Focused Wealth Management
New York
$560K – – –
WSWA
1843
Warren Street Wealth Advisors
California
$560K +$22.1K +330 +4%
CMBA
1844
C.M. Bidwell & Associates
Hawaii
$560K +$273K +4,080 +107%
AIM
1845
Arcadia Investment Management
Michigan
$559K -$24.1K -360 -4%
ACM
1846
Advance Capital Management
Michigan
$559K – – –
ACA
1847
Ackerman Capital Advisors
Texas
$558K – – –
TGAM
1848
TBH Global Asset Management
Tennessee
$557K – – –
OAM
1849
Oak Asset Management
California
$557K – – –
RWA
1850
Redhawk Wealth Advisors
Minnesota
$556K -$310K -4,640 -37%