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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
751
Wolff Wiese Magana
California
$664 +$644 +50 New
FP
752
Financial Perspectives
Minnesota
$637 – – –
CWM
753
Copia Wealth Management
Oregon
$598 +$257 +20 +80%
BWL
754
Bogart Wealth LLC
Virginia
$558 +$541 +42 New
SIM
755
Synergy Investment Management
Florida
$531 -$51 -4 -9%
MWM
756
Mosley Wealth Management
California
$531 +$515 +40 New
CTWM
757
Cherry Tree Wealth Management
Minnesota
$518 – – –
RDFA
758
Ritter Daniher Financial Advisory
Ohio
$518 – – –
GBT
759
Grove Bank & Trust
Florida
$505 +$489 +38 New
CCWM
760
Cassaday & Co Wealth Management
Virginia
$452 -$798 -62 -65%
API
761
Asset Planning Inc
California
$452 +$438 +34 New
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$452 +$438 +34 New
HFS
763
Horizon Financial Services
North Carolina
$412 +$399 +31 New
IWP
764
IAG Wealth Partners
Wisconsin
$385 – – –
MWA
765
Medallion Wealth Advisors
Connecticut
$344 – – –
Kayne Anderson Rudnick Investment Management
766
Kayne Anderson Rudnick Investment Management
California
$332 -$4.83K -375 -94%
SIC
767
Salem Investment Counselors
North Carolina
$332 -$322 -25 -50%
TC
768
Trust Company
Kansas
$332 -$206 -16 -39%
KFG
769
Kingdom Financial Group
Arizona
$319 – – –
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$279 – – –
CIA
771
Cape Investment Advisory
Georgia
$279 +$270 +21 New
HIA
772
Harbor Investment Advisory
Maryland
$199 – – –
BC
773
Barrett & Company
Rhode Island
$186 – – –
FDW
774
Fourth Dimension Wealth
Ohio
$173 – – –
PWMA
775
Pension & Wealth Management Advisors
Massachusetts
$173 – – –