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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
4926
Armbruster Capital Management
New York
$370K -$1.26K -10 -0.4%
FA
4927
Financial Alternatives
California
$370K +$503 +4 +0.2%
LWM
4928
Level Wealth Management
North Carolina
$368K -$38.1K -303 -11%
PWM
4929
PTM Wealth Management
United States
$368K -$51.5K -409 -15%
CCA
4930
Cottonwood Capital Advisors
Utah
$368K
GWM
4931
Global Wealth Management
New Jersey
$367K +$378 +3 +0.1%
AFG
4932
Arkansas Financial Group
Arkansas
$367K +$292K +2,320 New
FDDB
4933
Fidelity D&D Bancorp
Pennsylvania
$366K
SRCM
4934
Signature Resources Capital Management
California
$365K +$73.6K +585 +34%
MGWA
4935
Monument Group Wealth Advisors
Massachusetts
$364K +$290K +2,306 New
WGS
4936
Washington Growth Strategies
District of Columbia
$364K +$276K +2,194 +2,031%
WMS
4937
Wealth Management Strategies
Pennsylvania
$362K -$18.9K -150 -6%
NFA
4938
Northwest Financial Advisors
Virginia
$362K -$3.3M -26,231 -92%
MCM
4939
Monarch Capital Management
Indiana
$361K +$287K +2,284 New
LSV Asset Management
4940
LSV Asset Management
Illinois
$360K +$186K +1,476 +184%
AWM
4941
Able Wealth Management
New Jersey
$359K -$1.51K -12 -0.5%
CWA
4942
Cascade Wealth Advisors
Washington
$359K +$247K +1,963 New
PWMG
4943
Pinnacle Wealth Management Group
Michigan
$358K
JF
4944
Joule Financial
Kentucky
$357K -$629 -5 -0.2%
PWP
4945
Phillips Wealth Planners
Mississippi
$357K -$3.52K -28 -1%
KWM
4946
KMT Wealth Management
California
$355K
WG
4947
Watchman Group
Texas
$355K -$196K -1,555 -41%
RWP
4948
Reliant Wealth Planning
Kentucky
$355K
CCM
4949
Charter Capital Management
Wisconsin
$354K +$282K +2,240 New
CFG
4950
Certior Financial Group
Pennsylvania
$354K +$42.5K +338 +18%