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Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
2526
Great Waters Wealth Management
Minnesota
$234K
HWMC
2527
Heritage Wealth Management (California)
California
$233K +$226K +391 New
HCM
2528
Hodges Capital Management
Texas
$233K +$225K +390 New
PA
2529
PFW Advisors
Georgia
$233K -$30.6K -53 -12%
SAM
2530
Summit Asset Management
Tennessee
$231K +$224K +388 New
JJBC
2531
James J. Burns & Company
New York
$231K +$224K +388 New
IWN
2532
Independent Wealth Network
Iowa
$231K +$223K +387 New
MAM
2533
McLean Asset Management
Virginia
$229K -$19K -33 -8%
TCOTS
2534
Trust Company of the South
North Carolina
$228K +$221K +384 New
CAS
2535
Coppell Advisory Solutions
Texas
$228K +$220K +382 New
EW
2536
Element Wealth
Mississippi
$227K -$24.8K -43 -10%
WA
2537
Wealthstream Advisors
New York
$227K +$220K +381 New
CFAM
2538
Center For Asset Management
Florida
$227K +$219K +380 New
PP
2539
Pacifica Partners
Canada
$225K -$5.19K -9 -2%
WA
2540
WBH Advisory
Maryland
$225K +$217K +377 New
TWM
2541
Tanager Wealth Management
United Kingdom
$225K -$15.6K -27 -7%
GCP
2542
Gill Capital Partners
Colorado
$224K -$21.9K -38 -9%
WTA
2543
Washington Trust Advisors
Massachusetts
$224K +$123K +213 +131%
PJWM
2544
Philip James Wealth Mangement
Georgia
$224K +$217K +376 New
AWM
2545
Adams Wealth Management
Utah
$224K +$216K +375 New
AF
2546
Aldebaran Financial
$224K +$216K +375 New
XF
2547
XML Financial
Maryland
$224K +$216K +375 New
WKSWA
2548
White Knight Strategic Wealth Advisors
New Jersey
$223K -$46.1K -80 -18%
PK
2549
Pflug Koory
Nebraska
$223K
AWG
2550
Altus Wealth Group
Colorado
$223K +$216K +374 New