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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2601
Rench Wealth Management
Texas
$319K -$4.48K -26 -1%
BAM
2602
Bellevue Asset Management
Washington
$319K +$517 +3 +0.2%
PDM
2603
Penn Davis McFarland
Texas
$318K
TCPWM
2604
Traverso Chambers Private Wealth Management
California
$317K +$172 +1 +0.1%
PO
2605
Private Ocean
California
$317K +$3.96K +23 +1%
SFCL
2606
Strengthening Families & Communities LLC
Massachusetts
$317K +$43.3K +251 +15%
TI
2607
Truepoint Inc
Ohio
$315K -$446K -2,590 -57%
BWM
2608
Benchmark Wealth Management
Connecticut
$315K
TCM
2609
Tradewinds Capital Management
Washington
$313K -$17.8K -103 -5%
FFS
2610
Founders Financial Securities
Maryland
$313K +$70K +406 +27%
VCM
2611
Virtue Capital Management
Tennessee
$312K -$38.3K -222 -10%
MWM
2612
Merriman Wealth Management
Washington
$312K
FFG
2613
Ford Financial Group
California
$312K +$345 +2 +0.1%
PAG
2614
Private Advisory Group
Washington
$312K +$55K +319 +20%
AIP
2615
Ahrens Investment Partners
Louisiana
$311K
CA
2616
Claris Advisors
Missouri
$311K
CCC
2617
Chelsea Counsel Company
California
$310K
KBG
2618
Kahn Brothers Group
New York
$310K
IF
2619
Ironwood Financial
Arizona
$309K +$172 +1 +0.1%
Cohen & Steers
2620
Cohen & Steers
New York
$308K -$210K -1,216 -39%
OWM
2621
Orgel Wealth Management
Wisconsin
$308K +$20.5K +119 +7%
TA
2622
TruWealth Advisors
Louisiana
$308K +$25.7K +149 +9%
HWM
2623
Horizon Wealth Management
Illinois
$307K -$107K -619 -25%
NWA
2624
Navis Wealth Advisors
New York
$307K
MCA
2625
Millennium Capital Advisors
Arkansas
$307K