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Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
1326
Hurlow Wealth Management Group
Indiana
$455K +$3.29K +21 +0.7%
DG
1327
DMC Group
Alabama
$455K -$23.1K -147 -5%
PWMG
1328
Prestige Wealth Management Group
New Jersey
$454K +$272K +1,733 +132%
ITIM
1329
Indiana Trust & Investment Management
Indiana
$454K +$4.86K +31 +1%
JWM
1330
Jeppson Wealth Management
California
$451K +$44.2K +282 +10%
MWA
1331
Monograph Wealth Advisors
California
$451K +$38K +242 +9%
GM
1332
Granger Management
New York
$451K – – –
FCA
1333
FinTrust Capital Advisors
South Carolina
$447K +$16.3K +104 +4%
RCIM
1334
Red Cedar Investment Management
Michigan
$447K -$1.07M -6,842 -70%
GL
1335
Graypoint LLC
New York
$445K -$52.6K -335 -10%
CST
1336
Charles Schwab Trust
Nevada
$444K – – –
FWA
1337
FSM Wealth Advisors
Ohio
$442K +$47.2K +301 +11%
AWA
1338
Arete Wealth Advisors
Illinois
$441K -$4.71K -30 -1%
Independent Advisor Alliance
1339
Independent Advisor Alliance
North Carolina
$441K -$6.9K -44 -0.1%
AIM
1340
Alhambra Investment Management
Florida
$441K – – –
LA
1341
Lifeworks Advisors
Michigan
$440K -$257K -1,641 -36%
VHAM
1342
Van Hulzen Asset Management
California
$439K – – –
FP
1343
Financial Perspectives
Minnesota
$438K +$157 +1 +0%
VAG
1344
VisionPoint Advisory Group
Texas
$434K -$33.1K -211 -8%
RCAG
1345
Rehmann Capital Advisory Group
Michigan
$433K -$98.2K -626 -18%
BHA
1346
Beech Hill Advisors
New York
$433K – – –
FMN
1347
Financial Management Network
California
$432K -$38.1K -243 -8%
Pacer Advisors
1348
Pacer Advisors
Pennsylvania
$432K -$656K -4,179 -59%
WHCI
1349
W.H. Cornerstone Investments
Massachusetts
$431K -$91K -580 -18%
BCM
1350
Brown Capital Management
Maryland
$430K – – –