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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
3951
Bellevue Asset Management
Washington
$698K – – –
SWP
3952
ShoreHaven Wealth Partners
New Jersey
$696K -$146K -1,234 -18%
DFS
3953
Dixon Fnancial Services
California
$694K -$15.4K -130 -2%
CSWM
3954
Cassady Schiller Wealth Management
Ohio
$694K -$2.36K -20 -0.3%
LAM
3955
LifePro Asset Management
California
$693K -$63.1K -534 -9%
IFPG
3956
Intrepid Financial Planning Group
Indiana
$690K +$63.2K +535 +10%
MWM
3957
Mascoma Wealth Management
New Hampshire
$689K – – –
LI
3958
LVZ Inc
Michigan
$687K +$68.2K +577 +11%
FS
3959
Financial Symmetry
North Carolina
$687K +$20.7K +175 +3%
PHS
3960
Pekin Hardy Strauss
Illinois
$685K -$149K -1,265 -18%
MWM
3961
MorganRosel Wealth Management
Colorado
$685K -$181K -1,530 -21%
KNFPWM
3962
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$684K -$25.3K -214 -4%
ACMA
3963
Arbor Capital Management (Alaska)
Alaska
$684K – – –
2L
3964
25 LLC
Missouri
$683K +$70.2K +594 +12%
MM
3965
Meridian Management
Arkansas
$683K +$49.5K +419 +8%
AWMNH
3966
Arcadia Wealth Management (New Hampshire)
New Hampshire
$682K +$11.3K +96 +2%
BIM
3967
Bullseye Investment Management
Ohio
$682K +$153K +1,295 +39%
NERM
3968
New England Research & Management
Illinois
$681K +$662K +5,605 New
BWA
3969
Boulder Wealth Advisors
Colorado
$681K -$90.4K -765 -12%
TWG
3970
The Wealth Group
Minnesota
$680K +$31.3K +265 +5%
ECG
3971
EPIQ Capital Group
California
$680K +$18K +152 +3%
CA
3972
Crane Advisory
California
$680K +$16.3K +138 +3%
CCA
3973
Carrera Capital Advisors
Michigan
$678K -$159K -1,346 -19%
FA
3974
FSA Advisors
Michigan
$677K +$425K +3,599 +188%
CFG
3975
Copley Financial Group
California
$676K +$658K +5,570 New