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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1651
Liberty Wealth Management
California
$334K +$11.4K +106 +3%
LFAS
1652
Level Four Advisory Services
Texas
$334K +$14.7K +137 +4%
WFO
1653
Wealthgate Family Office
Colorado
$332K
BHIC
1654
Bassett Hargrove Investment Counsel
Delaware
$332K +$431K +4,000 New
DLA
1655
Douglas Lane & Associates
New York
$331K -$6.03K -56 -1%
Jones Financial Companies
1656
Jones Financial Companies
Missouri
$331K +$111K +1,034 +35%
9WM
1657
9258 Wealth Management
Ohio
$330K -$66.3K -616 -13%
RIG
1658
Renaissance Investment Group
Massachusetts
$329K +$56.5K +525 +16%
SWP
1659
Strategic Wealth Partners
Ohio
$327K +$3.44K +32 +0.8%
BHB
1660
Bank Hapoalim BM
Israel
$327K -$183K -1,699 -30%
CWM
1661
Centric Wealth Management
Illinois
$327K -$6.67K -62 -2%
GIM
1662
Groesbeck Investment Management
New Jersey
$327K
CAMG
1663
CWA Asset Management Group
Florida
$326K +$47.9K +445 +13%
BFIM
1664
Beese Fulmer Investment Management
Ohio
$325K -$34K -316 -7%
OWM
1665
Opes Wealth Management
California
$325K
CAG
1666
Csenge Advisory Group
Florida
$322K -$6.35K -59 -1%
MSA
1667
Marino Stram & Associates
Massachusetts
$321K +$323 +3 +0.1%
LA
1668
Lakeside Advisors
Washington
$320K
PCM
1669
Prelude Capital Management
New York
$318K -$123K -1,146 -23%
WWM
1670
Windsor Wealth Management
Indiana
$316K -$1.18K -11 -0.3%
RCA
1671
Resonant Capital Advisors
Wisconsin
$316K +$8.61K +80 +2%
SDH
1672
Sloy Dahl & Holst
Washington
$315K
FG
1673
Foster Group
Iowa
$315K +$8.94K +83 +2%
FW
1674
FirstPurpose Wealth
Utah
$315K +$59.5K +553 +17%
AAP
1675
Arax Advisory Partners
Colorado
$314K +$7.97K +74 +2%