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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1651
SkyOak Wealth
Michigan
$984K -$28.6K -810 -3%
ONST
1652
Old North State Trust
North Carolina
$983K -$11.9K -336 -1%
BFC
1653
Bedel Financial Consulting
Indiana
$978K -$9.34K -264 -0.9%
BFA
1654
Beacon Financial Advisory
Ohio
$970K +$33.8K +956 +3%
IHL
1655
Investment House LLC
California
$969K -$218K -6,161 -17%
MIM
1656
Montgomery Investment Management
Maryland
$969K
TFO
1657
Tarbox Family Office
California
$965K -$672 -19 -0.1%
PA
1658
PFG Advisors
Arizona
$965K -$578K -16,349 -36%
CA
1659
Cornerstone Advisory
Maryland
$965K -$99.5K -2,814 -9%
CCFM
1660
Clear Creek Financial Management
Washington
$964K +$249K +7,044 +32%
RMCM
1661
Reynders McVeigh Capital Management
Massachusetts
$961K -$170K -4,817 -14%
Los Angeles Capital Management
1662
Los Angeles Capital Management
California
$961K -$12.1K -343 -1%
VFPI
1663
Vantage Financial Partners (Illinois)
Illinois
$960K +$17.7K +500 +2%
NFG
1664
Nadler Financial Group
Illinois
$959K -$34.3K -970 -3%
MWM
1665
Maltin Wealth Management
New Jersey
$959K +$47.9K +1,355 +5%
LMKC
1666
L.M. Kohn & Company
Ohio
$955K +$159K +4,503 +19%
GWA
1667
GGM Wealth Advisors
Maryland
$950K -$247K -6,975 -20%
Koshinski Asset Management
1668
Koshinski Asset Management
Illinois
$950K -$27.4K -775 -3%
IP
1669
Investment Partners
Ohio
$950K -$149K -4,203 -13%
CRI
1670
Colonial River Investments
Virginia
$949K +$683K +19,314 +208%
AGWCA
1671
Annis Gardner Whiting Capital Advisors
Florida
$947K +$1.01M +28,556 New
FIM
1672
Fruth Investment Management
Texas
$945K -$15K -425 -1%
RMA
1673
Roffman Miller Associates
Pennsylvania
$944K +$36.9K +1,043 +4%
PEA
1674
Park Edge Advisors
Ohio
$944K +$8.45K +239 +0.8%
MCAI
1675
Members Capital Advisors Inc
Wisconsin
$944K