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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
4176
Strategic Financial Partners
Oregon
$661K
BC
4177
Barnett & Company
Tennessee
$658K
LG
4178
Lane Generational
Massachusetts
$655K
SPA
4179
Shore Point Advisors
New Jersey
$654K +$719K +5,033 New
VF
4180
Vawter Financial
Ohio
$652K +$717K +5,015 New
CCP
4181
Cassia Capital Partners
North Carolina
$651K +$140K +979 +24%
SC
4182
Schiavi & Co
Delaware
$650K +$63.9K +447 +10%
UI
4183
Unconventional Investor
New Hampshire
$648K -$9.57K -67 -1%
FTA
4184
Financial & Tax Architects
Missouri
$646K -$44.2K -309 -6%
NCG
4185
Newport Capital Group
New Jersey
$644K -$717K -5,016 -50%
TDWM
4186
Topel & Distasi Wealth Management
California
$644K
SF
4187
Safeguard Financial
Wisconsin
$643K -$90.2K -631 -11%
WEPOG
4188
Wealth Enhancement & Preservation of GA
Georgia
$643K +$151K +1,057 +27%
DB
4189
Dravo Bay
Delaware
$643K +$339K +2,370 +92%
TPWM
4190
Twelve Points Wealth Management
Massachusetts
$641K -$5K -35 -0.7%
MCP
4191
Martin Capital Partners
Oregon
$639K -$1.38M -9,677 -66%
AFS
4192
Axiom Financial Strategies
Indiana
$638K -$1.27M -8,907 -64%
BCM
4193
Bayesian Capital Management
New York
$637K +$700K +4,900 New
AC
4194
Avant Capital
Louisiana
$636K -$59.7K -418 -8%
SWM
4195
Seaside Wealth Management
California
$632K
WWM
4196
Wiser Wealth Management
Georgia
$631K -$189K -1,320 -21%
SPW
4197
Sonoma Private Wealth
California
$628K +$691K +4,833 New
THL
4198
Tillman Hartley LLC
Colorado
$627K +$690K +4,827 New
WHRC
4199
W.H. Reaves & Co
New Jersey
$624K
PA
4200
Prism Advisors
California
$622K -$156K -1,090 -19%