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Name Holding Trade Value Shares
Change
Change in
Stake
CVA
1826
Central Valley Advisors
California
$1.01M +$1.67K +5 +0.1%
HFP
1827
Holistic Financial Partners
Indiana
$1.01M -$43.3K -130 -3%
CCM
1828
Crew Capital Management
Ohio
$1.01M -$427K -1,281 -25%
BLC
1829
Brown, Lisle/Cummings
Rhode Island
$1.01M -$60K -180 -4%
CAM
1830
Covenant Asset Management
New Jersey
$1M +$557K +1,670 +76%
KWM
1831
Keebeck Wealth Management
Illinois
$1M +$312K +936 +32%
KF
1832
KKM Financial
Illinois
$1M +$540K +1,620 +72%
CRC
1833
Curi RMB Capital
Illinois
$997K -$1.56M -4,675 -55%
LWM
1834
Lionshead Wealth Management
New York
$996K -$91.3K -274 -7%
EW
1835
Enzi Wealth
Texas
$993K +$683K +2,050 +115%
CSB
1836
City State Bank
Iowa
$991K +$319K +956 +33%
EC
1837
EdgeRock Capital
Colorado
$991K -$1.17M -3,511 -48%
WWMSC
1838
Wagner Wealth Management (South Carolina)
South Carolina
$986K +$95.3K +286 +8%
DL
1839
DOHJ LLC
Washington
$985K +$78.3K +235 +7%
IF
1840
Intrua Financial
Texas
$985K +$460K +1,380 +57%
CIG
1841
Consolidated Investment Group
Colorado
$985K +$1.27M +3,800 New
JWBC
1842
J.W. Burns & Co
New York
$982K +$110K +330 +10%
PWM
1843
Pines Wealth Management
North Carolina
$981K -$271K -814 -16%
CIA
1844
Compass Ion Advisors
Pennsylvania
$980K +$49.7K +149 +4%
TNA
1845
True North Advisors
Texas
$978K +$102K +306 +9%
NB
1846
Northwest Bancshares
Pennsylvania
$977K
BRG
1847
Bay Rivers Group
Virginia
$977K +$86.3K +259 +7%
LFS
1848
Legacy Financial Strategies
Kansas
$975K -$155K -466 -11%
WWM
1849
Wolff Wiese Magana
California
$973K -$122K -367 -9%
CB
1850
Chris Bulman
California
$972K +$16.7K +50 +1%