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Name Holding Trade Value Shares
Change
Change in
Stake
IMC
4526
Investment Management Corporation
Virginia
$581K +$597K +4,329 New
CWM
4527
Crowley Wealth Management
Delaware
$581K +$596K +4,327 New
FFG
4528
Fortress Financial Group
Minnesota
$580K +$596K +4,321 New
SA
4529
Skyline Advisors
Washington
$580K -$444K -3,218 -43%
BIA
4530
Beacon Investment Advisors
Maryland
$579K +$31.7K +230 +6%
KFP
4531
Keener Financial Planning
Texas
$578K
HFO
4532
Heritage Family Offices
Arizona
$578K +$313K +2,272 +112%
HFAS
4533
Hummer Financial Advisory Services
Illinois
$577K
OR
4534
Olympiad Research
Connecticut
$577K +$219K +1,591 +59%
CC
4535
Capstone Capital
Nevada
$576K +$68.1K +494 +13%
BPWM
4536
Black Point Wealth Management
Florida
$574K -$26.1K -189 -4%
CCA
4537
Conservest Capital Advisors
Pennsylvania
$574K +$531K +3,853 +917%
LD
4538
Lipe & Dalton
New York
$573K -$697K -5,060 -54%
BAS
4539
Brueske Advisory Services
Washington
$571K +$586K +4,251 New
HIA
4540
HTG Investment Advisors
Connecticut
$570K +$1.65K +12 +0.3%
KAM
4541
Kraft Asset Management
Tennessee
$570K +$29.8K +216 +5%
LI
4542
Louisbourg Investments
New Brunswick, Canada
$570K +$6.89K +50 +1%
Harris Associates
4543
Harris Associates
Illinois
$569K +$32.4K +235 +6%
FWM
4544
FSA Wealth Management
Massachusetts
$567K -$171K -1,241 -23%
BF
4545
Blankinship & Foster
California
$567K -$13.8K -100 -2%
NFC
4546
Northstar Financial Companies
Pennsylvania
$565K +$579K +4,204 New
JRFS
4547
James Reed Financial Services
Ohio
$563K +$578K +4,194 New
TT
4548
TI-Trust
Illinois
$563K
UPS
4549
UHLMANN PRICE SECURITIES
Illinois
$561K +$21.4K +155 +4%
AWP
4550
Avid Wealth Partners
Texas
$560K -$300K -2,177 -34%