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Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
2551
Signature Wealth Management Group
Georgia
$242K -$987 -9 -0.4%
BWM
2552
BigSur Wealth Management
Florida
$242K +$12.1K +110 +5%
FPTW
2553
Franklin, Parlapiano, Turner & Welch
Texas
$241K – – –
WFS
2554
Widmann Financial Services
Maryland
$241K – – –
RP
2555
Rowlandmiller & Partners
Georgia
$241K – – –
EC
2556
EntryPoint Capital
New York
$241K +$4.72K +43 +2%
NCM
2557
Noesis Capital Mangement
Florida
$241K +$232K +2,115 New
SC
2558
Sierra Capital
Florida
$241K +$232K +2,118 New
CWM
2559
Cabot Wealth Management
Massachusetts
$241K -$17.1K -156 -7%
FPWM
2560
FSB Premier Wealth Management
Iowa
$240K +$12.7K +116 +6%
CICI
2561
Capital Investment Counsel Inc
North Carolina
$240K – – –
SCM
2562
Sollinda Capital Management
Florida
$240K – – –
FEM
2563
Fulcrum Equity Management
Texas
$239K +$230K +2,099 New
HWA
2564
Hilltop Wealth Advisors
North Carolina
$239K +$3.84K +35 +2%
RFA
2565
Resurgent Financial Advisors
Georgia
$239K +$230K +2,097 New
WCM
2566
Westend Capital Management
California
$238K – – –
CIG
2567
CHB Investment Group
Pennsylvania
$238K +$229K +2,091 New
LWP
2568
LMG Wealth Partners
Louisiana
$237K – – –
WRM
2569
Weybosset Research & Management
Rhode Island
$237K – – –
HCMG
2570
Howard Capital Management Group
California
$237K -$54.8K -500 -19%
SFG
2571
Sunburst Financial Group
Alabama
$237K -$1.54K -14 -0.7%
TFG
2572
Taylor Financial Group
Virginia
$236K – – –
Fiera Capital (Canada)
2573
Fiera Capital (Canada)
Quebec, Canada
$236K – – –
BCP
2574
Berkeley Capital Partners
Georgia
$236K +$227K +2,067 New
BWM
2575
Baron Wealth Management
Michigan
$234K +$226K +2,056 New