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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1726
Lewis Asset Management
California
$569K +$355K +15,224 +185%
JWM
1727
JGP Wealth Management
Oregon
$568K +$27.8K +1,193 +5%
RWMG
1728
Redwood Wealth Management Group
New Jersey
$567K -$34.2K -1,465 -6%
SCA
1729
Stonebridge Capital Advisors
Minnesota
$566K -$20.1K -861 -4%
CIAS
1730
CFS Investment Advisory Services
New Jersey
$565K -$5.43K -233 -1%
Members Trust
1731
Members Trust
Florida
$565K +$2.71K +116 +0.5%
WWM
1732
Whalen Wealth Management
Nevada
$564K +$542K +23,257 New
AWMNY
1733
Arcadia Wealth Management (New York)
New York
$561K
AFM
1734
Abbot Financial Management
Massachusetts
$559K -$21.5K -923 -4%
LFM
1735
LGT Fund Management
Liechtenstein
$559K -$478K -20,500 -47%
SEIA
1736
Signature Estate & Investment Advisors
California
$557K +$86.8K +3,722 +19%
HI
1737
Hendershot Investments
Virginia
$557K -$36.5K -1,563 -6%
AGP
1738
Aspire Growth Partners
Florida
$556K +$14K +601 +3%
IFWM
1739
Institute for Wealth Management
Colorado
$555K -$47 -2 -0%
LAM
1740
LECAP Asset Management
United Kingdom
$553K -$1.36M -58,387 -72%
MWA
1741
Midland Wealth Advisors
Illinois
$553K -$80.7K -3,461 -13%
APG
1742
Abacus Planning Group
South Carolina
$553K +$2.75K +118 +0.5%
SMA
1743
Sage Mountain Advisors
Georgia
$552K +$171K +7,322 +47%
CHJWM
1744
Carlton Hofferkamp & Jenks Wealth Management
Texas
$552K -$211K -9,056 -28%
AA
1745
Auxano Advisors
Washington
$551K -$17.7K -761 -3%
CCFCSB
1746
Cape Cod Five Cents Savings Bank
Massachusetts
$551K
BWA
1747
Beam Wealth Advisors
Louisiana
$550K +$4.31K +185 +0.8%
PIA
1748
Perennial Investment Advisors
California
$549K -$53.4K -2,291 -9%
NIA
1749
NBZ Investment Advisors
Tennessee
$548K +$93.3K +4,002 +21%
WA
1750
Waddell & Associates
Tennessee
$548K +$2.22K +95 +0.4%