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Name Holding Trade Value Shares
Change
Change in
Stake
LFWA
5701
LBJ Family Wealth Advisors
Texas
$311K +$411 +2 +0.1%
WFM
5702
Wolff Financial Management
Michigan
$310K -$25.3K -123 -7%
NQWM
5703
Northwest Quadrant Wealth Management
Oregon
$310K -$77.9K -379 -20%
SAM
5704
Sherman Asset Management
California
$309K -$1.85K -9 -0.6%
GWM
5705
Global Wealth Management
New Jersey
$309K -$61.7K -300 -16%
MPW
5706
Melone Private Wealth
Michigan
$309K +$411 +2 +0.1%
AWM
5707
Altus Wealth Management
Kentucky
$308K -$6.99K -34 -2%
LK
5708
Lumbard & Kellner
New Hampshire
$308K +$316K +1,539 New
LA
5709
LWM Advisors
California
$308K – – –
LWM
5710
Lifetime Wealth Management
Texas
$307K -$83.1K -404 -21%
GWA
5711
Genesis Wealth Advisors
Massachusetts
$307K – – –
CAM
5712
Cobblestone Asset Management
Virginia
$307K +$16K +78 +5%
RC
5713
Randolph Company
Ohio
$307K +$15K +73 +5%
ACH
5714
ArrowMark Colorado Holdings
Colorado
$307K -$238K -1,158 -43%
CCA
5715
Conestoga Capital Advisors
Pennsylvania
$306K – – –
CFG
5716
Compass Financial Group
Ohio
$306K +$10.3K +50 +3%
PWM
5717
Platform Wealth Management
Utah
$306K +$314K +1,528 New
KPPF
5718
Klein Pavlis & Peasley Financial
California
$306K +$9.05K +44 +3%
ACM
5719
Armbruster Capital Management
New York
$305K -$167K -812 -35%
SCM
5720
Sheridan Capital Management
California
$305K – – –
ASCM
5721
Adkins Seale Capital Management
Louisiana
$303K +$62.3K +303 +25%
FF
5722
Financial Futures
New Jersey
$301K -$133K -645 -30%
CBT
5723
CoreFirst Bank & Trust
Kansas
$301K – – –
TP
5724
Trailhead Planners
Minnesota
$300K +$36.2K +176 +13%
TCM
5725
Twele Capital Management
Minnesota
$299K +$411 +2 +0.1%