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Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
2051
Silvia McColl Wealth Management
California
$419K -$25.6K -280 -6%
CG
2052
Clifford Group
Massachusetts
$419K +$57.7K +632 +16%
FWI
2053
Facet Wealth Inc
Maryland
$418K +$39.7K +435 +10%
CAC
2054
Certified Advisory Corp
Florida
$417K -$45.2K -495 -10%
HW
2055
Hamilton Wealth
California
$416K +$419K +4,589 New
CWP
2056
CFM Wealth Partners
Texas
$412K – – –
SPF
2057
South Plains Financial
Texas
$411K +$45.6K +500 +12%
CPA
2058
Cardiff Park Advisors
California
$411K +$274 +3 +0.1%
CAM
2059
Campion Asset Management
Virginia
$411K +$1.28K +14 +0.3%
GFA
2060
Gallagher Fiduciary Advisors
Illinois
$411K -$52.5K -575 -11%
KHCM
2061
Kirtland Hills Capital Management
Ohio
$408K -$1.28K -14 -0.3%
GEA
2062
Glen Eagle Advisors
New Jersey
$408K -$26.7K -292 -6%
EIG
2063
Ellenbecker Investment Group
Wisconsin
$408K -$43.4K -475 -10%
GH
2064
GAM Holding
Switzerland
$407K -$1.48M -16,249 -78%
PRP
2065
Peak Retirement Planning
Ohio
$407K -$2.46M -26,966 -86%
AAG
2066
Asset Advisory Group
New Jersey
$407K – – –
KMWM
2067
Keudell/Morrison Wealth Management
Oregon
$407K +$92.4K +1,012 +29%
BPC
2068
Bearing Point Capital
Minnesota
$406K -$48.5K -531 -11%
GS
2069
GTS Securities
Florida
$406K -$721K -7,900 -64%
GCP
2070
GSA Capital Partners
United Kingdom
$406K -$3.66M -40,102 -90%
TCOO
2071
Trust Company of Oklahoma
Oklahoma
$406K -$23.1K -253 -5%
VC
2072
Vicus Capital
Pennsylvania
$405K +$2.56K +28 +0.6%
KFA
2073
Kelleher Financial Advisors
New York
$404K +$92.3K +1,011 +29%
SAM
2074
Summit Asset Management
Tennessee
$402K +$11.9K +130 +3%
ACA
2075
Ascension Capital Advisors
Texas
$401K -$5.48K -60 -1%