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Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
4451
Legacy Wealth Management (Idaho)
Idaho
$656K +$438K +3,175 +169%
PAM
4452
PCG Asset Management
New Jersey
$654K +$671K +4,870 New
BIM
4453
Barton Investment Management
Pennsylvania
$647K +$44K +319 +7%
FS
4454
Financial Symmetry
North Carolina
$646K -$116K -843 -15%
MIM
4455
Montgomery Investment Management
Maryland
$646K +$1.38K +10 +0.2%
TSS
4456
Thomas Story & Son
Indiana
$645K
RW
4457
REDW Wealth
New Mexico
$642K -$1.22M -8,883 -65%
Legacy Financial Group (Iowa)
4458
Legacy Financial Group (Iowa)
Iowa
$641K +$658K +4,775 New
FAM
4459
Fairtree Asset Management
South Africa
$639K +$656K +4,762 New
SCA
4460
Southern Capital Advisors
Tennessee
$639K +$29.6K +215 +5%
EFG
4461
Elios Financial Group
Ohio
$639K +$138 +1 +0%
VCAM
4462
Van Cleef Asset Management
Ohio
$638K
SPP
4463
Single Point Partners
Massachusetts
$637K -$138K -1,000 -17%
ACM
4464
Alamar Capital Management
California
$636K -$2.76K -20 -0.4%
KTA
4465
Keeley-Teton Advisors
Illinois
$635K -$29.2K -212 -4%
HAC
4466
Harbor Advisory Corp
New Hampshire
$633K
MWS
4467
Maxwell Wealth Strategies
California
$631K
IWP
4468
IAG Wealth Partners
Wisconsin
$630K +$81.3K +590 +14%
FNBSF
4469
First National Bank Sioux Falls
South Dakota
$630K
4WM
4470
44 Wealth Management
Oregon
$626K +$32.8K +238 +5%
AIA
4471
Allied Investment Advisors
Montana
$625K +$64.1K +465 +11%
PSB
4472
Piscataqua Savings Bank
New Hampshire
$624K
PP
4473
PrairieView Partners
Minnesota
$624K +$4.13K +30 +0.6%
KFS
4474
Kelly Financial Services
Massachusetts
$623K -$96.9K -703 -13%
AIM
4475
Athena Investment Management
California
$623K -$3.45K -25 -0.5%