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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
3226
Bell Investment Advisors
California
$590K -$5.1K -110 -0.9%
MWP
3227
Madison Wealth Partners
Wisconsin
$590K +$164K +3,530 +42%
RLWM
3228
RF&L Wealth Management
Massachusetts
$590K
III
3229
Independent Investors Inc
New York
$589K
FFL
3230
Future Fund LLC
Illinois
$589K +$137K +2,950 +33%
PHS
3231
Pekin Hardy Strauss
Illinois
$588K +$37.1K +800 +7%
LCS
3232
Levin Capital Strategies
New York
$587K +$37.1K +800 +7%
SWM
3233
Shakespeare Wealth Management
Wisconsin
$587K +$92.7K +2,000 +20%
CWA
3234
Clearview Wealth Advisors
Oregon
$585K -$2.78K -60 -0.5%
CVM
3235
Cheviot Value Management
California
$584K +$2.32K +50 +0.4%
LCM
3236
LVM Capital Management
Michigan
$583K
UWS
3237
Unique Wealth Strategies
Illinois
$581K +$544K +11,730 New
DWA
3238
Delap Wealth Advisory
Oregon
$580K +$543K +11,720 New
RCS
3239
Retirement Capital Strategies
California
$580K +$31.1K +670 +6%
TC
3240
Trust Company
Kansas
$579K +$277K +5,980 +105%
CSIA
3241
Charles Schwab Investment Advisory
California
$579K +$28.3K +610 +6%
EA
3242
Emerald Advisors
Washington
$578K +$10.7K +230 +2%
OIM
3243
Oder Investment Management
California
$578K
PIP
3244
Peachtree Investment Partners
Florida
$577K +$133K +2,880 +33%
SC
3245
Solstein Capital
California
$576K
MIM
3246
Martin Investment Management
Florida
$574K
MPM
3247
MBB Public Markets
Illinois
$574K
SWMG
3248
Sanchez Wealth Management Group
Florida
$571K
BCFD
3249
Boit C.F. David
$571K
CHJWM
3250
Carlton Hofferkamp & Jenks Wealth Management
Texas
$570K +$7.42K +160 +2%