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Name Holding Trade Value Shares
Change
Change in
Stake
DG
1351
DMC Group
Alabama
$935K +$578 +23 +0.1%
MWM
1352
MinichMacGregor Wealth Management
New York
$935K +$149K +5,925 +22%
CC
1353
Callan Capital
California
$933K +$95.5K +3,797 +13%
FWP
1354
FAS Wealth Partners
Kansas
$932K +$1.84K +73 +0.2%
MWA
1355
Midland Wealth Advisors
Illinois
$931K -$20.7K -824 -2%
FWM
1356
Forza Wealth Management
Florida
$926K +$13.8K +550 +2%
SFC
1357
Strategic Financial Concepts
Texas
$926K +$16.8K +670 +2%
NWWA
1358
New Wave Wealth Advisors
Arkansas
$926K -$155K -6,159 -16%
Apella Capital
1359
Apella Capital
Connecticut
$924K +$134K +5,321 +18%
LI
1360
LRI Investments
Florida
$923K +$46.7K +1,858 +6%
DFG
1361
Dynamic Financial Group
Iowa
$918K -$302K -12,026 -27%
Salem Investment Counselors
1362
Salem Investment Counselors
North Carolina
$917K +$35.4K +1,409 +5%
WA
1363
Wealth Architects
California
$916K +$471K +18,735 +137%
AAG
1364
Armstrong Advisory Group
Massachusetts
$915K – – –
KJWM
1365
Kiley Juergens Wealth Management
Washington
$915K +$6.11K +243 +0.8%
PWW
1366
Pettyjohn Wood & White
Virginia
$912K -$179K -7,112 -18%
OWM
1367
Orca Wealth Management
Florida
$912K +$2.34K +93 +0.3%
BDPWM
1368
Barnes Dennig Private Wealth Management
Ohio
$910K +$810K +32,194 New
BA
1369
Bridgewater Advisors
New York
$910K +$29.4K +1,169 +4%
IPW
1370
Impact Partnership Wealth
Georgia
$909K -$553K -21,993 -41%
RT
1371
Rockland Trust
Massachusetts
$909K -$7.42K -295 -0.9%
MVA
1372
Mount Vernon Associates
Maryland
$908K -$31.4K -1,248 -4%
UCI
1373
Uncommon Cents Investing
Wisconsin
$907K -$4.65K -185 -0.6%
WAM
1374
Westport Asset Management
Connecticut
$903K – – –
WI
1375
WrapManager Inc
California
$903K +$530K +21,077 +194%