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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1526
Menard Financial Group
Texas
$618K +$281K +2,110 +65%
AWA
1527
AmeriServ Wealth Advisors
Pennsylvania
$617K -$5.86K -44 -0.8%
PWMG
1528
Pinnacle Wealth Management Group
Michigan
$617K +$383K +2,880 +118%
KTA
1529
Keeley-Teton Advisors
Illinois
$616K -$7.59K -57 -1%
OCM
1530
One Capital Management
California
$615K -$71.7K -539 -9%
WMP
1531
Wealth Management Partners
Arizona
$614K – – –
LWM
1532
Ledge Wealth Management
Minnesota
$613K +$705K +5,300 New
BCWM
1533
Bartlett & Co Wealth Management
Ohio
$612K +$9.85K +74 +1%
BC
1534
Bartlett & Co
Ohio
$612K +$9.85K +74 +1%
SP
1535
Successful Portfolios
Florida
$610K +$18.9K +142 +3%
SCI
1536
Stableford Capital II
Arizona
$610K +$718K +5,395 New
SSG
1537
Summit Securities Group
New York
$609K +$525K +3,943 +298%
IRC
1538
Investors Research Corp
Georgia
$606K +$697K +5,241 New
AWA
1539
Arete Wealth Advisors
Illinois
$600K -$69.1K -519 -9%
MWC
1540
MBM Wealth Consultants
Missouri
$598K +$188K +1,414 +38%
FFC
1541
First Financial Corp
Indiana
$597K +$227K +1,708 +49%
FWM
1542
Finer Wealth Management
Massachusetts
$596K -$27.5K -207 -4%
BOTW
1543
Bank of the West
California
$595K -$83.3K -626 -11%
BL
1544
Balentine LLC
Georgia
$595K +$159K +1,196 +30%
CCFP
1545
Charles Carroll Financial Partners
Massachusetts
$593K -$935K -7,025 -58%
BL
1546
Bleichroeder LP
New York
$590K +$13.3K +100 +2%
JDR
1547
Jay D. Rosenbaum
$589K +$57.2K +430 +9%
WWM
1548
Wolff Wiese Magana
California
$588K -$61.6K -463 -8%
TWP
1549
Tempus Wealth Planning
California
$588K +$456K +3,424 +207%
MWA
1550
Meridian Wealth Advisors
Texas
$588K +$463K +3,476 +216%
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