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Name Holding Trade Value Shares
Change
Change in
Stake
TMWM
3376
Taylor & Morgan Wealth Management
Michigan
$6.5M -$274K -1,052 -4%
HP
3377
Holistic Planning
Texas
$6.5M -$52K -200 -0.8%
DA
3378
Dash Acquisitions
California
$6.49M -$158K -609 -2%
CWMK
3379
Caliber Wealth Management (Kansas)
Kansas
$6.48M +$266K +1,024 +4%
BWAM
3380
Boyd Watterson Asset Management
Ohio
$6.48M -$848K -3,260 -11%
JRP
3381
Jasper Ridge Partners
California
$6.48M
CFG
3382
Carter Financial Group
Illinois
$6.47M +$97.6K +375 +1%
TW
3383
Traveka Wealth
California
$6.46M +$181K +695 +3%
WCM
3384
Wedge Capital Management
North Carolina
$6.46M +$828K +3,180 +14%
CFG
3385
Chapman Financial Group
Hawaii
$6.46M -$391K -1,504 -6%
CP
3386
Castleview Partners
Texas
$6.46M +$285K +1,095 +4%
BI
3387
Bradyco Inc
Massachusetts
$6.45M
LIA
3388
Lynx Investment Advisory
District of Columbia
$6.45M -$59.6K -229 -0.9%
PFP
3389
Paragon Financial Partners
California
$6.45M +$2.6K +10 +0%
APW
3390
Aurora Private Wealth
New Jersey
$6.44M -$468K -1,799 -7%
AAIM
3391
Asset Advisors Investment Management
Georgia
$6.44M -$2.39M -9,180 -27%
AT
3392
Adelphi Trust
Florida
$6.41M +$1.06M +4,073 +19%
UCI
3393
Uncommon Cents Investing
Wisconsin
$6.41M
BIA
3394
BHK Investment Advisors
Alabama
$6.41M +$22.1K +85 +0.3%
AGA
3395
Accuvest Global Advisors
Utah
$6.39M +$876K +3,365 +15%
OWA
3396
ORBA Wealth Advisors
Illinois
$6.39M -$7.09M -27,233 -52%
RBWA
3397
RFG - Bristol Wealth Advisors
Massachusetts
$6.39M -$107K -410 -2%
LCWP
3398
Legacy Capital Wealth Partners
Arkansas
$6.38M +$170K +652 +3%
IIM
3399
InTrack Investment Management
Vermont
$6.38M -$9.89K -38 -0.2%
FAG
3400
Fortitude Advisory Group
Washington
$6.37M -$181K -694 -3%