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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2051
MBE Wealth Management
Wisconsin
$526K +$109K +5,270 +26%
JWM
2052
Janiczek Wealth Management
Colorado
$525K +$172K +8,280 +48%
PFA
2053
Pure Financial Advisors
California
$524K +$17.9K +860 +4%
ONST
2054
Old North State Trust
North Carolina
$524K +$22.8K +1,100 +5%
HR
2055
Howe & Rusling
New York
$524K +$42.4K +2,040 +9%
FAN
2056
Financial Advisors Network
California
$523K +$40.3K +1,940 +13%
PFA
2057
Plotkin Financial Advisors
Maryland
$523K +$163K +7,870 +45%
1W
2058
1776 Wealth
Georgia
$521K -$49.8K -2,400 -9%
SWM
2059
Salvus Wealth Management
New Jersey
$521K
EBSAM
2060
Eubel Brady & Suttman Asset Management
Ohio
$519K -$3.32K -160 -0.6%
SIAP
2061
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$519K +$41.3K +1,990 +9%
COF
2062
Capital One Financial
Virginia
$517K -$27.2K -1,310 -5%
AA
2063
AF Advisors
California
$516K
FMP
2064
Financial Management Professionals
Texas
$516K +$55K +2,650 +12%
NCM
2065
Northside Capital Management
Oregon
$515K
PWM
2066
Prentice Wealth Management
New York
$514K +$6.85K +330 +1%
PIP
2067
Peachtree Investment Partners
Florida
$513K -$117K -5,620 -18%
KPWG
2068
KFA Private Wealth Group
Virginia
$512K
PCM
2069
Prelude Capital Management
New York
$511K -$5.23M -252,020 -91%
ECM
2070
EMC Capital Management
Texas
$511K -$1.25M -60,000 -75%
DI
2071
Diligent Investors
California
$511K -$398K -19,170 -75%
TWM
2072
Titus Wealth Management
California
$511K +$39.2K +1,890 +8%
CAS
2073
Cascadia Advisory Services
Oregon
$509K -$18.1K -870 -3%
ML
2074
McAdam LLC
Pennsylvania
$507K -$1.31M -63,060 -72%
CFG
2075
CKW Financial Group
Hawaii
$507K