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Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
2551
TD Ameritrade Investment Management
Nebraska
$596K +$217K +1,009 +58%
SFG
2552
Summit Financial Group
West Virginia
$593K -$21.5K -100 -4%
HCM
2553
Hengehold Capital Management
Ohio
$593K -$7.94K -37 -1%
ERWM
2554
Elk River Wealth Management
Colorado
$592K
SRC
2555
Sage Rhino Capital
California
$590K +$8.16K +38 +1%
RIM
2556
Rockbridge Investment Management
New York
$590K +$56K +261 +11%
JWM
2557
Janiczek Wealth Management
Colorado
$590K +$233K +1,086 +66%
BWM
2558
BerganKDV Wealth Management
Minnesota
$589K +$89.9K +419 +18%
GCA
2559
Genesee Capital Advisors
New York
$588K -$1.64M -7,649 -74%
CA
2560
Claro Advisors
Massachusetts
$587K -$13.3K -62 -2%
CA
2561
Crumly & Associates
Illinois
$586K -$96.4K -449 -15%
CPWA
2562
Cerro Pacific Wealth Advisors
California
$586K -$38K -177 -6%
CG
2563
Cutler Group
California
$585K -$943K -4,395 -62%
Aristotle Capital Management
2564
Aristotle Capital Management
California
$585K
MFG
2565
Magnus Financial Group
New York
$585K +$16.5K +77 +3%
ASGS
2566
Alpha Square Group S
New York
$585K +$580K +2,700 New
CWM
2567
Chesapeake Wealth Management
Virginia
$583K +$18.2K +85 +3%
1WM
2568
1900 Wealth Management
Texas
$583K +$577K +2,689 New
BMCM
2569
Bryn Mawr Capital Management
Pennsylvania
$582K +$2.79K +13 +0.5%
RWM
2570
Rockwood Wealth Management
Pennsylvania
$581K +$576K +2,682 New
HP
2571
HT Partners
Connecticut
$581K +$3.65K +17 +0.6%
SAM
2572
Secure Asset Management
Michigan
$580K -$69.1K -322 -11%
AC
2573
Addison Capital
Pennsylvania
$579K +$573K +2,670 New
NG
2574
Northstar Group
New York
$578K +$2.36K +11 +0.4%
MPW
2575
Monterey Private Wealth
California
$576K -$159K -739 -22%