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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2126
StoneCrest Wealth Management
Arizona
$418K -$4.84K -10 -1%
FCA
2127
FinTrust Capital Advisors
South Carolina
$418K +$21.8K +45 +6%
WCWM
2128
Willow Creek Wealth Management
California
$416K -$968 -2 -0.3%
SXL
2129
Summit X LLC
Missouri
$416K +$20.3K +42 +6%
PWM
2130
Paulson Wealth Management
Illinois
$414K – – –
BEI
2131
Benjamin Edwards Inc
Missouri
$414K -$248K -513 -41%
GP
2132
Greenline Partners
New York
$413K +$357K +738 New
AP
2133
Adero Partners
California
$413K +$44.1K +91 +14%
BCMO
2134
Buckingham Capital Management (Ohio)
Ohio
$411K -$577K -1,192 -62%
C
2135
CEDRUS
Colorado
$410K +$9.68K +20 +3%
CCP
2136
Cassia Capital Partners
North Carolina
$409K -$264K -546 -43%
WDC
2137
Woodward Diversified Capital
California
$409K +$17.9K +37 +5%
BFG
2138
Beacon Financial Group
Texas
$409K +$66.3K +137 +23%
FPFS
2139
First Personal Financial Services
North Carolina
$407K – – –
NRI
2140
NFP Retirement Inc
California
$407K +$16.9K +35 +5%
OWA
2141
Octavia Wealth Advisors
Ohio
$404K +$20.3K +42 +6%
RC
2142
Rovin Capital
Arizona
$404K +$352K +727 New
NRC
2143
New Republic Capital
North Carolina
$403K -$5.81K -12 -2%
EP
2144
EPIQ Partners
Minnesota
$403K – – –
GCA
2145
Gradient Capital Advisors
California
$401K -$9.68K -20 -3%
Cohen & Steers
2146
Cohen & Steers
New York
$400K -$53.7K -111 -13%
SOW
2147
State of Wyoming
Wyoming
$399K -$149K -308 -30%
VF
2148
Vest Financial
Virginia
$399K -$19.4K -40 -5%
GSIS
2149
Global Strategic Investment Solutions
Arizona
$398K -$19.4K -40 -5%
FP
2150
Fiduciary Planning
Florida
$398K -$173K -357 -33%