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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
2776
Westover Capital Advisors
Delaware
$574K +$7.72K +24 +2%
TMWM
2777
Taylor & Morgan Wealth Management
Michigan
$573K -$94.9K -295 -17%
WLIM
2778
White Lighthouse Investment Management
Massachusetts
$572K +$456K +1,416 New
AWA
2779
Alaska Wealth Advisors
Alaska
$571K -$56.9K -177 -11%
CWM
2780
Copia Wealth Management
Oregon
$571K +$455K +1,415 New
WP
2781
Wealthspan Partners
Iowa
$570K +$2.57K +8 +0.6%
SWG
2782
Summit Wealth Group
Vermont
$569K – – –
WTFG
2783
Wells Trecaso Financial Group
Ohio
$568K -$1.93K -6 -0.4%
HWP
2784
Hibernia Wealth Partners
Louisiana
$567K -$126K -391 -22%
GWAG
2785
Garrett Wealth Advisory Group
Texas
$566K +$10.6K +33 +2%
PHIMC
2786
Private Harbour Investment Management & Counsel
Ohio
$565K – – –
SBWIC
2787
Schaper Benz & Wise Investment Counsel
Wisconsin
$565K +$21.9K +68 +5%
CI
2788
Cherokee Insurance
Michigan
$565K +$450K +1,400 New
RFG
2789
RFP Financial Group
Georgia
$565K -$11.9K -37 -3%
Magnetar Financial
2790
Magnetar Financial
Illinois
$564K +$449K +1,396 New
QL
2791
Quarry LP
New York
$563K +$227K +705 +102%
CCAM
2792
Cascades Capital Asset Management
North Carolina
$562K +$16.1K +50 +4%
LC
2793
Lincoln Capital
Nebraska
$561K – – –
WWS
2794
Wellington Wealth Strategies
Indiana
$561K -$466K -1,447 -48%
AGAM
2795
Audent Global Asset Management
California
$560K +$18.7K +58 +4%
MWM
2796
Mosley Wealth Management
California
$559K +$34.1K +106 +8%
SCA
2797
Sandy Cove Advisors
Massachusetts
$558K +$111K +344 +33%
CWM
2798
C2C Wealth Management
Arizona
$558K +$444K +1,381 New
CMS
2799
Capital Market Strategies
Florida
$557K +$31.9K +99 +8%
HFM
2800
Hartford Funds Management
Pennsylvania
$557K +$444K +1,380 New