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Name Holding Trade Value Shares
Change
Change in
Stake
BF
2401
Brogan Financial
Tennessee
$339K +$693 +6 +0.2%
SSWM
2402
Sheets Smith Wealth Management
North Carolina
$339K +$578 +5 +0.2%
BPW
2403
Bingham Private Wealth
California
$338K +$346K +2,992 New
PAS
2404
Professional Advisory Services
Florida
$338K – – –
HFP
2405
Holistic Financial Partners
Indiana
$338K +$2.77K +24 +0.8%
MKA
2406
M. Kulyk & Associates
Georgia
$338K -$98.5K -852 -22%
SIS
2407
Strategic Investment Solutions
Illinois
$338K +$127K +1,100 +56%
4WM
2408
44 Wealth Management
Oregon
$337K -$7.97K -69 -2%
AGP
2409
Autumn Glory Partners
Texas
$337K -$36.9K -319 -10%
BTWM
2410
Brass Tax Wealth Management
Ohio
$337K -$462 -4 -0.1%
SRC
2411
Sage Rhino Capital
California
$337K -$2.43K -21 -0.7%
VIPI
2412
Vista Investment Partners II
Indiana
$335K +$343K +2,966 New
AIM
2413
Advyzon Investment Management
Illinois
$335K +$342K +2,963 New
CWM
2414
C2C Wealth Management
Arizona
$335K – – –
EA
2415
Everpar Advisors
Oklahoma
$334K +$15.5K +134 +5%
LB
2416
Legacy Bridge
Iowa
$334K – – –
SFP
2417
Shepherd Financial Partners
Massachusetts
$333K +$3.81K +33 +1%
SAF
2418
Smith Anglin Financial
Texas
$333K -$32.5K -281 -9%
UWPG
2419
Ullmann Wealth Partners Group
Florida
$333K +$73.5K +636 +28%
OWA
2420
Opal Wealth Advisors
New York
$333K -$28.7K -248 -8%
CIP
2421
Convergence Investment Partners
Florida
$332K +$1.39K +12 +0.4%
CWS
2422
Cypress Wealth Services
California
$331K +$2.31K +20 +0.7%
MCA
2423
Magnolia Capital Advisors
Mississippi
$331K +$338K +2,923 New
GF
2424
Gimbal Financial
Indiana
$330K +$347 +3 +0.1%
HIG
2425
Heritage Investment Group
Florida
$330K – – –