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Name Holding Trade Value Shares
Change
Change in
Stake
RW
1726
REDW Wealth
New Mexico
$555K +$17.8K +653 +4%
SHA
1727
Seneca House Advisors
Virginia
$555K +$516K +18,912 New
SWM
1728
Shakespeare Wealth Management
Wisconsin
$554K +$515K +18,851 New
EIG
1729
Ellenbecker Investment Group
Wisconsin
$554K +$515K +18,860 New
CPA
1730
Capital Planning Advisors
California
$552K -$296K -10,849 -37%
OIM
1731
Orca Investment Management
Oregon
$552K
1832 Asset Management
1732
1832 Asset Management
Ontario, Canada
$549K -$1.35M -49,361 -72%
GIM
1733
Greylin Investment Management
Virginia
$549K
HCA
1734
Harbour Capital Advisors
Virginia
$547K -$235K -8,618 -32%
JWM
1735
Janiczek Wealth Management
Colorado
$547K
IWC
1736
Integrated Wealth Concepts
Massachusetts
$547K +$517K +18,949 New
HFP
1737
Holistic Financial Partners
Indiana
$545K +$507K +18,562 New
SCP
1738
Sandhill Capital Partners
New York
$544K +$20.1K +737 +4%
SFC
1739
SYM Financial Corp
Indiana
$544K +$505K +18,510 New
VCM
1740
Versant Capital Management
Arizona
$543K -$39.3K -1,439 -7%
SAM
1741
Security Asset Management
New York
$541K
CAM
1742
Concorde Asset Management
Michigan
$538K -$93.8K -3,434 -16%
CAM
1743
Congress Asset Management
Massachusetts
$537K -$4.1M -149,964 -89%
PAS
1744
Professional Advisory Services
Florida
$537K
SM
1745
Salzhauer Michael
$537K
SFM
1746
Signature Financial Management
Virginia
$536K -$163K -5,960 -25%
DBT
1747
Dubuque Bank & Trust
Iowa
$535K -$407K -14,914 -45%
BWM
1748
Bernicke Wealth Management
Wisconsin
$534K +$45.1K +1,653 +10%
VSWA
1749
Vontobel Swiss Wealth Advisors
Switzerland
$532K +$173K +6,322 +54%
BIA
1750
BHK Investment Advisors
Alabama
$532K +$495K +18,126 New