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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
2151
Legacy Private Trust
Wisconsin
$364K +$15.7K +600 +4%
GWM
2152
Gibbs Wealth Management
Georgia
$364K +$63.3K +2,420 +20%
MPWS
2153
McCarter Private Wealth Services
Massachusetts
$363K +$8.24K +315 +2%
RDFA
2154
Ritter Daniher Financial Advisory
Ohio
$363K -$31.7K -1,210 -8%
WTFG
2155
Wells Trecaso Financial Group
Ohio
$362K +$6.54K +250 +2%
AIS
2156
American Investment Services
Massachusetts
$361K +$6.83K +261 +2%
FCP
2157
Fidelis Capital Partners
Florida
$361K -$229K -8,768 -36%
CW
2158
Channel Wealth
California
$360K -$21.9K -838 -6%
AL
2159
ACAS LLC
California
$359K
WFI
2160
West Family Investments
California
$359K +$370K +14,151 New
EWM
2161
Evermay Wealth Management
Virginia
$357K +$16.6K +636 +5%
CWP
2162
Clark Wealth Partners
Illinois
$356K +$6.28K +240 +2%
SC
2163
Scholtz & Company
Connecticut
$356K -$58.2K -2,225 -14%
DBIA
2164
Dumont & Blake Investment Advisors
New Jersey
$356K -$9.68K -370 -3%
AWA
2165
Acorn Wealth Advisors
Michigan
$355K -$4.53K -173 -1%
SLG
2166
Stanley-Laman Group
Pennsylvania
$355K -$155K -5,922 -30%
VCM
2167
Vivaldi Capital Management
Illinois
$354K -$890 -34 -0.2%
VCP
2168
Verus Capital Partners
Arizona
$354K -$25.7K -982 -7%
GWSG
2169
GPS Wealth Strategies Group
Colorado
$353K -$55.8K -2,131 -13%
PAG
2170
Powers Advisory Group
Illinois
$353K +$183 +7 +0.1%
AIM
2171
Advyzon Investment Management
Illinois
$353K -$21.7K -831 -6%
HWA
2172
Heartwood Wealth Advisors
Virginia
$353K +$18.1K +690 +5%
SPWM
2173
Schrum Private Wealth Management
Florida
$352K -$11.7K -446 -3%
HCMG
2174
Howard Capital Management Group
California
$352K
MIM
2175
MTM Investment Management
South Carolina
$352K +$1.18K +45 +0.3%