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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1001
Trueblood Wealth Management
Ohio
$352K -$1.95K -20 -0.6%
FMC
1002
First Merchants Corp
Indiana
$352K +$27.3K +281 +9%
FLPIM
1003
F.L. Putnam Investment Management
Massachusetts
$351K -$11.1K -114 -3%
WKSWA
1004
White Knight Strategic Wealth Advisors
New Jersey
$351K +$321K +3,300 New
DWT
1005
Dorsey & Whitney Trust
South Dakota
$350K -$23K -236 -7%
APP
1006
Avantax Planning Partners
Iowa
$349K -$38.4K -395 -11%
TPW
1007
Turn8 Private Wealth
$349K +$315K +3,235 New
EFL
1008
ERn Financial LLC
Wisconsin
$349K +$319K +3,280 New
GFPC
1009
Global Financial Private Client
Florida
$348K -$9.24K -95 -3%
APW
1010
Acima Private Wealth
Virginia
$346K
SCM
1011
Saxony Capital Management
Missouri
$345K +$316K +3,245 New
FFA
1012
First Foundation Advisors
California
$345K
WPC
1013
Wedmont Private Capital
Pennsylvania
$343K -$2.14K -22 -0.7%
FSA
1014
Fort Sheridan Advisors
Illinois
$341K -$7.97K -82 -2%
RI
1015
Ridgewood Investments
New Jersey
$341K -$29.2K -300 -9%
BCMLT
1016
Beacon Capital Management LLC (Tennessee)
Tennessee
$340K -$41.3K -425 -12%
AWM
1017
Accurate Wealth Management
Florida
$340K +$2.04K +21 +0.6%
CAWM
1018
Capital A Wealth Management
Pennsylvania
$340K +$311K +3,196 New
TWM
1019
Tradition Wealth Management
Minnesota
$339K +$1.65K +17 +0.5%
AWP
1020
Ascent Wealth Partners
New York
$338K
RYIA
1021
Roehl & Yi Investment Advisors
Oregon
$338K +$309K +3,180 New
SAG
1022
SageView Advisory Group
California
$338K +$309K +3,178 New
YDMI
1023
Y.D. More Investments
Israel
$336K -$70K -720 -19%
STA
1024
Summit Trail Advisors
New York
$335K +$307K +3,153 New
OPWM
1025
Oxinas Partners Wealth Management
Indiana
$333K