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Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
1476
LeJeune Puetz Investment Counsel
Michigan
$1.57M +$51.8K +1,025 +3%
HFG
1477
Heron Financial Group
New York
$1.57M -$10.6K -209 -0.7%
WA
1478
WBH Advisory
Maryland
$1.56M -$67.9K -1,343 -4%
Members Trust
1479
Members Trust
Florida
$1.56M +$56.2K +1,111 +4%
TC
1480
Trilogy Capital
California
$1.56M +$292K +5,766 +23%
GFS
1481
GYL Financial Synergies
Connecticut
$1.56M +$61.3K +1,211 +4%
LWA
1482
Lowe Wealth Advisors
Maryland
$1.56M +$48.4K +957 +3%
IMOV
1483
Investment Management of Virginia
Virginia
$1.55M +$28.4K +562 +2%
LF
1484
Lantz Financial
Illinois
$1.55M +$7.94K +157 +0.5%
UWM
1485
Urban Wealth Management
California
$1.55M +$1.54M +30,543 New
VBCG
1486
Valley Brook Capital Group
Pennsylvania
$1.55M -$135K -2,660 -8%
SS
1487
Simplicity Solutions
Minnesota
$1.55M -$63K -1,245 -4%
MC
1488
Martin & Co
Tennessee
$1.54M +$32.2K +636 +2%
FNC
1489
First National Corp
Massachusetts
$1.54M +$16.7K +331 +1%
PM
1490
Penbrook Management
New York
$1.54M -$20.2K -400 -1%
DA
1491
Detalus Advisors
Missouri
$1.54M +$162K +3,204 +12%
LA
1492
Lindenwold Advisors
Pennsylvania
$1.54M +$8.09K +160 +0.5%
LPT
1493
Legacy Private Trust
Wisconsin
$1.53M -$344K -6,793 -18%
AWM
1494
Altium Wealth Management
New York
$1.53M -$114K -2,256 -7%
FDS
1495
Freedom Day Solutions
Texas
$1.53M -$80.2K -1,585 -5%
CL
1496
Choreo LLC
Illinois
$1.53M +$69.9K +1,382 +5%
MWM
1497
Mission Wealth Management
California
$1.53M -$168K -3,315 -10%
CSUI
1498
Cincinnati Specialty Underwriters Insurance
Ohio
$1.52M
SACTSONJ
1499
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.52M
IIM
1500
Ipswich Investment Management
Massachusetts
$1.52M -$19.4K -383 -1%