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Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1676
Wooster Corthell Wealth Management
Connecticut
$797K +$1.4K +8 +0.2%
MWM
1677
MinichMacGregor Wealth Management
New York
$796K +$9.96K +57 +1%
FSA
1678
Fort Sheridan Advisors
Illinois
$795K -$55.9K -320 -7%
RCM
1679
RNC Capital Management
California
$795K +$30.4K +174 +5%
HFP
1680
Holistic Financial Partners
Indiana
$794K -$9.26K -53 -1%
TC
1681
Trilogy Capital
California
$794K -$48.9K -280 -7%
9WM
1682
9258 Wealth Management
Ohio
$794K -$166K -947 -19%
VWM
1683
Vigilare Wealth Management
Arizona
$792K +$376K +2,152 +116%
AF
1684
Ally Financial
Michigan
$792K +$699K +4,000 New
HFA
1685
Harbert Fund Advisors
Alabama
$792K +$699K +4,000 New
FWA
1686
FSM Wealth Advisors
Ohio
$791K +$143K +821 +26%
JCM
1687
Jacobsen Capital Management
Utah
$789K +$65.5K +375 +10%
BOPW
1688
Brandywine Oak Private Wealth
Pennsylvania
$788K -$9.61K -55 -1%
SCM
1689
Schnieders Capital Management
California
$787K -$463K -2,651 -40%
OPW
1690
Oxler Private Wealth
New York
$786K – – –
MCM
1691
MV Capital Management
Maryland
$785K -$23.8K -136 -3%
MAG
1692
Mayfair Advisory Group
Alabama
$785K -$115K -656 -17%
HPC
1693
HM Payson & Co
Maine
$784K -$10.3K -59 -1%
RWMG
1694
Redwood Wealth Management Group
New Jersey
$783K +$228K +1,304 +49%
CSA
1695
Cottage Street Advisors
Massachusetts
$780K -$785K -4,492 -53%
TGAM
1696
TBH Global Asset Management
Tennessee
$778K -$53K -303 -7%
RCA
1697
Resonant Capital Advisors
Wisconsin
$775K -$189K -1,084 -22%
PIC
1698
Portland Investment Counsel
Ontario, Canada
$775K -$5.59K -32 -0.8%
AF
1699
Affiance Financial
Minnesota
$773K +$47K +269 +7%
WDG
1700
Wealth Dimensions Group
Ohio
$771K -$62.7K -359 -8%
66 67
68
69 70