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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
5001
CBIZ Investment Advisory Services
Ohio
$807K -$892K -4,860 -51%
BI
5002
Breachway Investments
Rhode Island
$806K -$6.79K -37 -0.8%
HI
5003
Human Investing
Oregon
$806K +$326K +1,777 +63%
WMA
5004
William Mack & Associates
Michigan
$805K -$151K -823 -15%
BAG
5005
Bauman Advisory Group
Nevada
$804K -$148K -807 -15%
BAM
5006
Bosun Asset Management
Illinois
$802K +$36.7K +200 +5%
MBC
5007
Michael Brady & Co
Ohio
$801K -$6.42K -35 -0.8%
MPCA
5008
Madison Park Capital Advisors
Washington
$801K +$16K +87 +2%
HFAS
5009
Hummer Financial Advisory Services
Illinois
$798K
RWP
5010
Ridgeline Wealth Planning
Ohio
$797K +$101K +552 +14%
AWF
5011
Alpha Wealth Funds
Utah
$797K
AIM
5012
Athena Investment Management
California
$795K
SIAG
5013
Signet Investment Advisory Group
Rhode Island
$791K +$27.7K +151 +3%
FD
5014
Financial Designs
California
$791K +$832K +4,535 New
PCMC
5015
Paragon Capital Management (Colorado)
Colorado
$791K -$183 -1 -0%
WAM
5016
Wernau Asset Management
Massachusetts
$790K +$135K +735 +19%
AI
5017
AdvisorShares Investments
Maryland
$790K -$30.8K -168 -4%
HWM
5018
HBE Wealth Management
Nebraska
$790K +$96.5K +526 +13%
FWM
5019
FFT Wealth Management
Pennsylvania
$790K +$8.26K +45 +1%
SIMG
5020
Stephens Investment Management Group
Texas
$789K
FG
5021
Fairman Group
Pennsylvania
$789K -$58.2K -317 -7%
CWM
5022
Cadence Wealth Management
Massachusetts
$788K -$11.6K -63 -1%
SG
5023
Stanich Group
New York
$788K +$1.1K +6 +0.1%
Twin Tree Management
5024
Twin Tree Management
Texas
$785K -$458K -2,499 -36%
NWM
5025
Navigate Wealth Management
Alabama
$785K +$720K +3,925 New