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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
3151
Armstrong Advisory Group
Massachusetts
$415K -$7.17K -160 -2%
SL
3152
Summitry LLC
California
$414K +$8.51K +190 +2%
SI
3153
Shaker Investments
Ohio
$413K +$426K +9,500 New
CFMC
3154
Curbstone Financial Management Corp
New Hampshire
$412K -$5.38K -120 -1%
IWA
3155
Inspirion Wealth Advisors
Illinois
$412K +$896 +20 +0.2%
CWM
3156
Chemistry Wealth Management
New York
$409K +$114K +2,550 +37%
MWM
3157
Maripau Wealth Management
Indiana
$409K +$22K +490 +5%
HA
3158
HC Advisors
Georgia
$409K – – –
MWM
3159
Madison Wealth Management
Ohio
$408K – – –
FB
3160
First Bancorp
Maine
$407K +$40.3K +900 +11%
PWS
3161
Private Wealth Strategies
Ohio
$406K +$67.2K +1,500 +19%
RWP
3162
Ridgecrest Wealth Partners
California
$406K -$8.96K -200 -2%
PWS
3163
Peloton Wealth Strategists
Indiana
$405K +$22.4K +500 +6%
SSWG
3164
Seven Springs Wealth Group
Tennessee
$405K – – –
QCIG
3165
Quad-Cities Investment Group
Iowa
$404K +$416K +9,290 New
VBWMG
3166
Von Berge Wealth Management Group
California
$404K -$896 -20 -0.2%
OPWM
3167
Oxinas Partners Wealth Management
Indiana
$404K -$156K -3,480 -27%
OR
3168
Olympiad Research
Connecticut
$403K +$415K +9,270 New
SW
3169
Signify Wealth
Missouri
$403K +$13K +290 +3%
PCMF
3170
Private Capital Management (Florida)
Florida
$403K -$9.41K -210 -2%
AWM
3171
Aberdeen Wealth Management
Illinois
$400K – – –
RB
3172
Rodgers Brothers
Pennsylvania
$399K – – –
CG
3173
Cynosure Group
Utah
$399K +$127K +2,840 +45%
WPA
3174
West Paces Advisors
Georgia
$398K -$67.7K -1,510 -14%
Laird Norton Wetherby Trust Company
3175
Laird Norton Wetherby Trust Company
Washington
$398K +$46.1K +1,030 +13%