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Name Holding Trade Value Shares
Change
Change in
Stake
WI
2601
Westbourne Investments
Virginia
$776K +$590K +1,700 New
QWM
2602
Quaker Wealth Management
New Jersey
$776K -$5.2K -15 -0.9%
FFBTD
2603
First Financial Bank - Trust Division
Ohio
$776K
WAL
2604
W Advisors LLC
Tennessee
$774K -$20.1K -58 -3%
AF
2605
Apollon Financial
South Carolina
$773K +$12.5K +36 +2%
LF
2606
Lighthouse Financial
Florida
$773K -$171K -494 -22%
TBC
2607
Ted Buchan & Co
California
$772K -$11.4K -33 -2%
HFAS
2608
Hummer Financial Advisory Services
Illinois
$772K +$39.9K +115 +7%
B
2609
Barings
North Carolina
$770K
WFAG
2610
Worth Financial Advisory Group
North Carolina
$769K +$6.24K +18 +1%
CWM
2611
Cherrydale Wealth Management
New Jersey
$769K +$1.04K +3 +0.2%
BWM
2612
BCS Wealth Management
Tennessee
$768K -$470K -1,355 -44%
SCP
2613
Sandhill Capital Partners
New York
$767K +$34.7K +100 +6%
IFS
2614
Integrated Financial Solutions
Virginia
$767K +$598K +1,725 New
WH
2615
Wallace Hart
Kentucky
$767K +$598K +1,725 New
WW
2616
Windle Wealth
Oklahoma
$766K
LCM
2617
LCM Capital Management
Illinois
$766K +$51K +147 +9%
SI
2618
Sprott Inc
Ontario, Canada
$766K -$144K -416 -19%
PWM
2619
Power Wealth Management
Georgia
$764K -$694 -2 -0.1%
HHGA
2620
Halbert Hargrove Global Advisors
California
$764K +$63.8K +184 +12%
PDM
2621
Penn Davis McFarland
Texas
$763K +$173K +500 +41%
IF
2622
IRON Financial
Illinois
$761K +$178K +513 +43%
BWP
2623
Baldwin Wealth Partners
Massachusetts
$760K -$36.8K -106 -6%
PA
2624
Planning Alternatives
Michigan
$760K -$48.9K -141 -8%
ELM
2625
Elite Life Management
Florida
$755K +$56.9K +164 +10%