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Name Holding Trade Value Shares
Change
Change in
Stake
RS
2801
Retirement Solution
Washington
$760K -$114K -287 -14%
SWMP
2802
Signature Wealth Management Partners
New Jersey
$758K -$25.1K -63 -3%
Cohen & Steers
2803
Cohen & Steers
New York
$757K -$79.5K -200 -10%
CCM
2804
Condor Capital Management
New Jersey
$757K +$21.1K +53 +3%
BWM
2805
BAM Wealth Management
Colorado
$756K +$121K +305 +20%
UWM
2806
Urban Wealth Management
California
$755K -$7.95K -20 -1%
IP
2807
Investment Partners
Ohio
$754K +$5.97K +15 +0.8%
LWM
2808
Lionsbridge Wealth Management
Florida
$754K +$713K +1,793 New
BAMG
2809
Brand Asset Management Group
Missouri
$754K -$651K -1,636 -48%
ACA
2810
Aspire Capital Advisors
Washington
$753K -$19.9K -50 -3%
HCWM
2811
Hidden Cove Wealth Management
Washington
$753K +$160K +403 +29%
SF
2812
Seros Financial
Arizona
$752K -$2.39K -6 -0.3%
SFS
2813
Sunrise Financial Services
Washington
$752K +$398 +1 +0.1%
IDA
2814
Intelligence Driven Advisers
California
$752K +$466K +1,171 +190%
RIM
2815
RW Investment Management
Idaho
$751K – – –
CFGA
2816
Cambridge Financial Group (Arizona)
Arizona
$750K +$10.7K +27 +2%
BP
2817
BWM Planning
Texas
$750K +$11.1K +28 +2%
ACM
2818
Appalachian Capital Management
Ohio
$750K +$11.5K +29 +2%
RIS
2819
Richmond Investment Services
Wisconsin
$749K -$1.06M -2,657 -60%
PCG
2820
PFC Capital Group
California
$749K – – –
AGA
2821
Arkos Global Advisors
Texas
$749K +$23.1K +58 +3%
NPFS
2822
Novak & Powell Financial Services
Florida
$749K +$16.7K +42 +2%
WW
2823
Windle Wealth
Oklahoma
$747K – – –
OAM
2824
Oak Asset Management
California
$746K -$76.8K -193 -10%
AFM
2825
Abbot Financial Management
Massachusetts
$746K – – –