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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2176
RKL Wealth Management
Pennsylvania
$851K +$3.03K +110 +0.4%
DCM
2177
DGS Capital Management
New Jersey
$851K +$797K +28,950 New
LWP
2178
Lumature Wealth Partners
Georgia
$849K -$34.4K -1,250 -4%
FWM
2179
Fairhaven Wealth Management
Illinois
$847K +$3.3K +120 +0.4%
AWM
2180
Accel Wealth Management
Iowa
$846K +$81.7K +2,970 +12%
SM
2181
Sciencast Management
New Jersey
$841K +$811K +29,490 New
RGF
2182
Retirement Guys Formula
Ohio
$840K +$787K +28,590 New
TFGT
2183
TS Financial Group (TSFG)
Illinois
$839K -$111K -4,040 -12%
WAM
2184
WNY Asset Management
New York
$839K +$242K +8,790 +45%
MCM
2185
Morton Capital Management
California
$836K +$782K +28,430 New
OWM
2186
Opes Wealth Management
California
$835K +$70.4K +2,560 +10%
WHC
2187
Wulff, Hansen & Co
California
$835K +$781K +28,380 New
PL
2188
Pluribus Labs
California
$835K +$781K +28,390 New
CAWM
2189
Capital Advisors Wealth Management
Washington
$834K +$60.5K +2,200 +8%
MWM
2190
Madison Wealth Management
Ohio
$833K -$31.4K -1,140 -4%
SWM
2191
Shelton Wealth Management
Texas
$831K +$778K +28,270 New
CA
2192
Cambridge Advisors
Nebraska
$829K
HCM
2193
Hengehold Capital Management
Ohio
$828K -$74.6K -2,710 -9%
FCM
2194
Fourpath Capital Management
Oklahoma
$828K +$774K +28,140 New
FCA
2195
FinTrust Capital Advisors
South Carolina
$824K -$306K -11,110 -28%
GPGA
2196
Grandeur Peak Global Advisors
Utah
$824K -$303K -11,000 -28%
HCP
2197
Holt Capital Partners
Texas
$824K
CG
2198
Corundum Group
Colorado
$824K +$41.3K +1,500 +6%
SC
2199
Siena Capital
Ohio
$824K +$770K +28,000 New
MHR
2200
Matthew Hamilton Rosenberg
$822K +$296K +10,750 +63%