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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1351
Bar Harbor Wealth Management
New Hampshire
$935K +$5.88K +234 +0.7%
DG
1352
DMC Group
Alabama
$935K +$578 +23 +0.1%
MWM
1353
MinichMacGregor Wealth Management
New York
$935K +$149K +5,925 +22%
CC
1354
Callan Capital
California
$933K +$95.5K +3,797 +13%
FWP
1355
FAS Wealth Partners
Kansas
$932K +$1.84K +73 +0.2%
MWA
1356
Midland Wealth Advisors
Illinois
$931K -$20.7K -824 -2%
FWM
1357
Forza Wealth Management
Florida
$926K +$13.8K +550 +2%
SFC
1358
Strategic Financial Concepts
Texas
$926K +$16.8K +670 +2%
NWWA
1359
New Wave Wealth Advisors
Arkansas
$926K -$155K -6,159 -16%
AC
1360
Apella Capital
Connecticut
$924K +$134K +5,321 +18%
LI
1361
LRI Investments
Florida
$923K +$46.7K +1,858 +6%
DFG
1362
Dynamic Financial Group
Iowa
$918K -$302K -12,026 -27%
SIC
1363
Salem Investment Counselors
North Carolina
$917K +$35.4K +1,409 +5%
WA
1364
Wealth Architects
California
$916K +$471K +18,735 +137%
AAG
1365
Armstrong Advisory Group
Massachusetts
$915K
KJWM
1366
Kiley Juergens Wealth Management
Washington
$915K +$6.11K +243 +0.8%
PWW
1367
Pettyjohn Wood & White
Virginia
$912K -$179K -7,112 -18%
OWM
1368
Orca Wealth Management
Florida
$912K +$2.34K +93 +0.3%
BDPWM
1369
Barnes Dennig Private Wealth Management
Ohio
$910K +$810K +32,194 New
BA
1370
Bridgewater Advisors
New York
$910K +$29.4K +1,169 +4%
IPW
1371
Impact Partnership Wealth
Georgia
$909K -$553K -21,993 -41%
RT
1372
Rockland Trust
Massachusetts
$909K -$7.42K -295 -0.9%
MVA
1373
Mount Vernon Associates
Maryland
$908K -$31.4K -1,248 -4%
UCI
1374
Uncommon Cents Investing
Wisconsin
$907K -$4.65K -185 -0.6%
WAM
1375
Westport Asset Management
Connecticut
$903K