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Name Holding Trade Value Shares
Change
Change in
Stake
GWAM
1801
Guardian Wealth Advisors (Minnesota)
Minnesota
$702K +$11K +100 +2%
SCP
1802
Shorepoint Capital Partners
Massachusetts
$701K -$27.3K -249 -4%
GC
1803
Gilbert & Cook
Iowa
$700K +$768 +7 +0.1%
SW
1804
StrongBox Wealth
Missouri
$700K -$10.9K -99 -2%
WC
1805
Weil Company
California
$699K -$33.7K -307 -5%
SAM
1806
Sequent Asset Management
Texas
$698K – – –
CWP
1807
CFM Wealth Partners
Texas
$697K -$192K -1,751 -22%
HIC
1808
Holderness Investments Company
North Carolina
$697K -$6.36K -58 -0.9%
WPA
1809
Winning Points Advisors
Florida
$697K +$779K +7,100 New
RA
1810
Ransom Advisory
Rhode Island
$694K -$19K -173 -3%
MIM
1811
MTM Investment Management
South Carolina
$693K -$1.86K -17 -0.3%
FNT
1812
First Nebraska Trust
Nebraska
$691K -$11.4K -104 -2%
QPW
1813
Quantum Private Wealth
Florida
$689K -$213K -1,943 -24%
CCP
1814
Clarkston Capital Partners
Michigan
$689K – – –
LIM
1815
Loudon Investment Management
New Hampshire
$687K – – –
PB
1816
Pinnacle Bancorp
Nebraska
$685K +$32.9K +300 +5%
WCM
1817
Wallace Capital Management
Texas
$684K – – –
CFM
1818
Catalyst Funds Management
Australia
$684K +$603K +5,500 +1,100%
FFA
1819
Fragasso Financial Advisors
Pennsylvania
$683K -$3.18K -29 -0.5%
MAA
1820
Mraz Amerine & Associates
California
$683K -$96.9K -883 -13%
LSPW
1821
Lake Street Private Wealth
Illinois
$682K -$148K -1,346 -18%
KLWA
1822
Kelly Lawrence W & Associates
California
$680K – – –
EFA
1823
Evernest Financial Advisors
Indiana
$678K -$39.7K -362 -6%
SAM
1824
Seelaus Asset Management
New Jersey
$677K – – –
Eisler Capital (UK)
1825
Eisler Capital (UK)
United Kingdom
$677K -$8.09M -73,783 -93%