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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1751
WJ Wealth Management
Arizona
$799K -$490K -2,005 -43%
IWM
1752
Iams Wealth Management
Nebraska
$799K +$141K +576 +25%
AIM
1753
Acropolis Investment Management
Missouri
$798K +$35.5K +145 +4%
PTC
1754
Private Trust Company
Ohio
$798K +$16.9K +69 +2%
TC
1755
Truvestments Capital
Florida
$798K +$75.8K +310 +12%
PP
1756
Patten & Patten
Tennessee
$796K +$24.5K +100 +4%
CA
1757
Continuum Advisory
Idaho
$790K -$85.1K -348 -11%
SFO
1758
Stokes Family Office
Louisiana
$782K +$31.3K +128 +5%
MMCM
1759
Murphy & Mullick Capital Management
New York
$781K +$2.69K +11 +0.4%
RAG
1760
RIA Advisory Group
Iowa
$781K +$20.1K +82 +3%
GCP
1761
GSA Capital Partners
United Kingdom
$780K +$683K +2,792 New
PWG
1762
Portside Wealth Group
Utah
$776K +$17.6K +72 +3%
Financial Engines Advisors
1763
Financial Engines Advisors
California
$774K +$21.5K +88 +3%
MM
1764
MQS Management
New York
$772K +$676K +2,765 New
AAG
1765
Armstrong Advisory Group
Massachusetts
$770K +$66.8K +273 +11%
CRC
1766
Curi RMB Capital
Illinois
$770K +$69.2K +283 +11%
PWMG
1767
Pinnacle Wealth Management Group
Michigan
$768K
PP
1768
Patron Partners
Texas
$763K +$262K +1,073 +65%
IP
1769
Ignite Planners
California
$763K +$30.1K +123 +5%
PWP
1770
Phillips Wealth Planners
Mississippi
$763K -$32.5K -133 -5%
KA
1771
Klingman & Associates
New York
$761K -$30.6K -125 -4%
SSA
1772
South Street Advisors
New York
$760K +$367K +1,500 +123%
TBT
1773
Texas Bank & Trust
Texas
$757K +$121K +495 +22%
BLC
1774
Brown, Lisle/Cummings
Rhode Island
$756K
AIMA
1775
Ables Iannone Moore & Associates
Georgia
$755K -$6.11K -25 -0.9%