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Name Holding Trade Value Shares
Change
Change in
Stake
E3F
1876
Eight 31 Financial
Texas
$580K +$609K +20,162 New
Koshinski Asset Management
1877
Koshinski Asset Management
Illinois
$580K -$257K -8,517 -30%
DG
1878
DMC Group
Alabama
$580K -$115K -3,806 -16%
RIA
1879
Richwood Investment Advisors
Ohio
$579K -$6.59K -218 -1%
AC
1880
Allstate Corporation
Illinois
$577K +$17.8K +588 +3%
AWE
1881
Avidian Wealth Enterprises
Texas
$576K -$32.9K -1,087 -5%
CA
1882
Carson Advisory
Georgia
$575K -$118K -3,910 -16%
MWA
1883
Monograph Wealth Advisors
California
$574K +$25.8K +853 +4%
WAAG
1884
Wealth Alliance Advisory Group
Kansas
$573K -$30.9K -1,022 -5%
IMA
1885
Investment Management Associates
Colorado
$572K -$205K -6,789 -25%
CCWA
1886
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$571K +$18K +594 +3%
BW
1887
Bison Wealth
Georgia
$571K -$61.2K -2,024 -9%
WH
1888
Willner & Heller
California
$571K +$599K +19,822 New
EI
1889
Ellevest Inc
New York
$569K +$24.1K +796 +4%
ACS
1890
Archford Capital Strategies
Illinois
$568K -$419K -13,871 -41%
PAIM
1891
Punch & Associates Investment Management
Minnesota
$567K -$13.9K -460 -2%
SCA
1892
Stonebridge Capital Advisors
Minnesota
$566K -$63.2K -2,092 -10%
TLCM
1893
Twin Lakes Capital Management
California
$566K +$3.93K +130 +0.7%
CPC
1894
Congress Park Capital
New York
$565K -$209K -6,905 -26%
LCM
1895
LCM Capital Management
Illinois
$565K -$5.65K -187 -0.9%
FP
1896
Financial Perspectives
Minnesota
$564K +$665 +22 +0.1%
FWM
1897
Forza Wealth Management
Florida
$563K -$172K -5,685 -23%
TAM
1898
Tucker Asset Management
Colorado
$563K +$14.4K +476 +2%
IIA
1899
Integral Investment Advisors
California
$562K +$80.1K +2,649 +16%
BWM
1900
Benchmark Wealth Management
Connecticut
$562K -$228K -7,555 -28%