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Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
2401
Eads & Heald Wealth Management
Georgia
$648K -$31.9K -644 -6%
OAM
2402
Occidental Asset Management
California
$648K +$29.3K +592 +6%
CFAM
2403
Center For Asset Management
Florida
$646K +$105K +2,125 +24%
RWMH
2404
Riverpoint Wealth Management Holdings
Illinois
$644K +$4.96K +100 +0.9%
MCM
2405
Marathon Capital Management
Maryland
$643K -$251K -5,062 -32%
FEM
2406
Fulcrum Equity Management
Texas
$642K -$22.2K -448 -4%
LA
2407
Legacy Advisors
Pennsylvania
$641K -$48.9K -987 -8%
TFA
2408
Trinity Financial Advisors
Ohio
$641K +$248 +5 +0%
RVPG
2409
Relative Value Partners Group
$640K
BA
2410
Ballast Advisors
Minnesota
$638K +$19.5K +393 +4%
WAL
2411
W Advisors LLC
Tennessee
$638K +$535K +10,807 New
WDL
2412
Well Done LLC
Michigan
$636K -$57.7K -1,165 -10%
RCWM
2413
Royal Capital Wealth Management
Indiana
$634K +$532K +10,730 New
PBC
2414
Pavion Blue Capital
California
$633K -$9.91K -200 -2%
RWM
2415
Rockwood Wealth Management
Pennsylvania
$631K +$529K +10,686 New
CIC
2416
Chase Investment Counsel
Virginia
$630K -$20.4K -411 -4%
ECM
2417
Elgethun Capital Management
South Dakota
$630K -$7.53K -152 -1%
HTI
2418
Hikari Tsushin Inc
Japan
$630K +$529K +10,670 New
KCFA
2419
Key Client Fiduciary Advisors
New Jersey
$629K +$528K +10,648 New
CF
2420
Corrigan Financial
Rhode Island
$628K +$33.8K +683 +7%
HRC
2421
Hoertkorn Richard Charles
$627K
MF
2422
Manchester Financial
California
$626K +$34.8K +702 +7%
SHWM
2423
Silicon Hills Wealth Management
Texas
$624K
TFCP
2424
Twin Focus Capital Partners
Massachusetts
$624K +$65.8K +1,328 +14%
SPP
2425
Single Point Partners
Massachusetts
$623K +$523K +10,549 New