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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1801
Moseley Investment Management
Florida
$690K -$83.7K -2,386 -11%
SSW
1802
Smith Shellnut Wilson
Mississippi
$689K +$25.8K +736 +4%
WCM
1803
Windsor Capital Management
Arizona
$688K +$70 +2 +0%
KPW
1804
Kore Private Wealth
New York
$688K +$43.1K +1,230 +7%
HWMG
1805
Hurlow Wealth Management Group
Indiana
$687K -$2.38K -68 -0.3%
GLLW
1806
Graves Light Lenhart Wealth
Virginia
$685K -$28.7K -818 -4%
KFGK
1807
Keystone Financial Group (Kentucky)
Kentucky
$683K +$38.8K +1,106 +6%
SB
1808
Strategic Blueprint
Georgia
$683K +$299K +8,521 +77%
THWM
1809
Taylor Hoffman Wealth Management
Virginia
$679K -$27.6K -786 -4%
VWM
1810
Vigilare Wealth Management
Arizona
$679K +$210 +6 +0%
TF
1811
Trek Financial
Arizona
$678K +$118K +3,356 +21%
TAIM
1812
TD Ameritrade Investment Management
Nebraska
$675K -$108K -3,072 -14%
TSWM
1813
Triangle Securities Wealth Management
North Carolina
$675K +$27.7K +790 +4%
FPCM
1814
Financial Partners Capital Management
New York
$674K
WTFG
1815
Wells Trecaso Financial Group
Ohio
$673K +$5.89K +168 +0.9%
CRIG
1816
Charter Research & Investment Group
Connecticut
$672K
RHBC
1817
R.H. Bluestein & Co
Michigan
$672K
NICM
1818
Neo Ivy Capital Management
New York
$667K -$240K -6,844 -26%
APWA
1819
Atlas Private Wealth Advisors
New Jersey
$665K +$51K +1,454 +8%
CCWA
1820
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$664K -$99.7K -2,843 -13%
RWA
1821
River Wealth Advisors
Pennsylvania
$664K +$24.9K +709 +4%
SL
1822
Savior LLC
Massachusetts
$663K +$140 +4 +0%
PAWC
1823
P.A.W. Capital
Connecticut
$661K -$73.9K -2,108 -10%
SFSIG
1824
San Francisco Sentry Investment Group
California
$660K -$14K -398 -2%
LSPW
1825
Lake Street Private Wealth
Illinois
$659K +$350K +9,995 +112%