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Name Holding Trade Value Shares
Change
Change in
Stake
DWS
4201
Discipline Wealth Solutions
South Carolina
$902K +$26.5K +192 +3%
AWM
4202
Absher Wealth Management
North Carolina
$900K -$14.9K -108 -2%
SWM
4203
Shakespeare Wealth Management
Wisconsin
$900K +$31.7K +230 +4%
RTC
4204
Real Talk Capital
Tennessee
$900K +$924K +6,702 New
WAOTB
4205
Wealth Advisors of Tampa Bay
Florida
$899K +$17.9K +130 +2%
PMSA
4206
Patrick M. Sweeney & Associates
Illinois
$899K -$16.3K -118 -2%
AI
4207
ArchPoint Investors
Florida
$898K
WIP
4208
WealthCare Investment Partners
Rhode Island
$897K +$102K +739 +13%
LC
4209
Luminist Capital
Michigan
$895K +$919K +6,664 New
T
4210
Transce3nd
Texas
$895K +$921K +6,684 New
TCOTS
4211
Trust Company of the South
North Carolina
$894K
CIS
4212
Continental Investors Services
Washington
$894K -$28.9K -210 -3%
TA
4213
TrueWealth Advisors
Alabama
$891K -$260K -1,888 -22%
GFG
4214
Grantvest Financial Group
New Jersey
$890K +$913K +6,624 New
FBT
4215
First Bankers Trust
Kentucky
$889K +$28.5K +207 +3%
KAM
4216
Knightsbridge Asset Management
California
$889K +$82.6K +599 +10%
FYW
4217
Future You Wealth
New York
$888K +$912K +6,615 New
LI
4218
Lafayette Investments
Maryland
$888K
MS
4219
Maven Securities
Jersey
$886K +$530K +3,847 +140%
FCFC
4220
First Citizens Financial Corp
Iowa
$885K +$4.69K +34 +0.5%
DW
4221
Durante & Waters
New York
$884K +$20.7K +150 +2%
GCM
4222
Gallacher Capital Management
Colorado
$883K +$57.3K +416 +7%
HWM
4223
Howard Wealth Management
Connecticut
$876K +$31.8K +231 +4%
AFA
4224
Antonelli Financial Advisors
Michigan
$876K +$899K +6,525 New
CWM
4225
Chicago Wealth Management
Illinois
$876K -$300K -2,180 -25%