Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1576
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$967K -$54.3K -1,440 -6%
BWM
1577
BCGM Wealth Management
Indiana
$966K -$20.6K -546 -2%
F
1578
F3Logic
Minnesota
$965K +$21.7K +577 +2%
GBS
1579
Gallagher Benefit Services
Illinois
$965K +$922K +24,482 New
VNA
1580
Valley National Advisers
Pennsylvania
$964K -$1.92K -51 -0.2%
LI
1581
Lafayette Investments
Maryland
$964K +$301 +8 +0%
TWA
1582
TCI Wealth Advisors
Arizona
$963K -$65.7K -1,744 -7%
JE
1583
JMAC Enterprises
Pennsylvania
$963K -$94.3K -2,503 -9%
WFM
1584
Wolff Financial Management
Michigan
$961K +$301 +8 +0%
TFA
1585
Teamwork Financial Advisors
Texas
$960K +$520K +13,805 +131%
DGAM
1586
Desjardins Global Asset Management
Quebec, Canada
$959K -$1.65M -43,773 -64%
IWA
1587
IVC Wealth Advisors
Pennsylvania
$953K +$409K +10,844 +51%
LWA
1588
Lowe Wealth Advisors
Maryland
$952K -$200K -5,295 -18%
BIA
1589
Bigelow Investment Advisors
Maine
$951K -$110K -2,910 -11%
KI
1590
Kula Investments
Illinois
$951K +$909K +24,131 New
DA
1591
Dover Advisors
Virginia
$949K +$907K +24,080 New
RC
1592
Roundview Capital
New Jersey
$947K -$380K -10,089 -30%
SWM
1593
Salvus Wealth Management
New Jersey
$947K -$9.72K -258 -1%
MCM
1594
Mendel Capital Management
Arkansas
$946K +$70.9K +1,881 +8%
DCM
1595
Donaldson Capital Management
Indiana
$946K -$164K -4,356 -15%
MYIA
1596
Mount Yale Investment Advisors
Colorado
$945K -$77K -2,044 -8%
TCPWM
1597
Traverso Chambers Private Wealth Management
California
$944K +$162K +4,304 +22%
APWM
1598
Atlas Private Wealth Management
New York
$941K +$90.6K +2,404 +11%
AGP
1599
Autumn Glory Partners
Texas
$941K +$165K +4,374 +22%
LIM
1600
Loudon Investment Management
New Hampshire
$939K +$41.6K +1,104 +5%