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Name Holding Trade Value Shares
Change
Change in
Stake
TCPW
4651
Twin City Private Wealth
North Carolina
$478K – – –
PRRFG
4652
Paul R. Ried Financial Group
Washington
$478K +$491K +3,560 New
FWMP
4653
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$477K +$489K +3,551 New
HRC
4654
Hoertkorn Richard Charles
$475K +$9.65K +70 +2%
PWM
4655
Provident Wealth Management
Tennessee
$475K -$103K -746 -17%
BA
4656
Ballew Advisors
Mississippi
$474K -$29.9K -217 -6%
CCC
4657
Chelsea Counsel Company
California
$472K -$469K -3,400 -49%
DFG
4658
Dynamic Financial Group
Iowa
$472K +$484K +3,513 New
IHWM
4659
Iron Horse Wealth Management
Iowa
$471K +$402K +2,919 +497%
SCM
4660
Sterneck Capital Management
Missouri
$471K +$174K +1,266 +57%
ACM
4661
Argyle Capital Management
Pennsylvania
$470K – – –
SFO
4662
Standard Family Office
South Dakota
$470K – – –
CI
4663
Cherokee Insurance
Michigan
$470K +$482K +3,500 New
HFS
4664
Hughes Financial Services
Virginia
$469K +$481K +3,493 New
MPIA
4665
Mountain Pacific Investment Advisers
Idaho
$469K -$4.13K -30 -0.9%
LRPA
4666
L. Roy Papp & Associates
Arizona
$466K – – –
MFF
4667
Michels Family Financial
Texas
$466K +$478K +3,469 New
RFS
4668
Retirement Financial Solutions
Tennessee
$465K -$3.45K -25 -0.7%
FPWM
4669
FSB Premier Wealth Management
Iowa
$464K +$4.96K +36 +1%
FFM
4670
Flagstone Financial Management
Nebraska
$463K – – –
SCI
4671
Silver Coast Investments
United States
$463K -$198K -1,434 -29%
Alesco Advisors
4672
Alesco Advisors
New York
$462K +$112K +816 +31%
FWM
4673
Fingerlakes Wealth Management
New York
$462K +$138 +1 +0%
MIM
4674
Macroview Investment Management
Maryland
$461K +$13.2K +96 +3%
CSWG
4675
Cardinal Strategic Wealth Guidance
Kentucky
$460K – – –