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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2301
Forza Wealth Management
Florida
$307K – – –
IPAM
2302
Investment Partners Asset Management
New Jersey
$306K +$27.1K +56 +11%
SAMC
2303
Spectrum Asset Management (California)
California
$306K +$267K +551 New
FSCM
2304
Front Street Capital Management
Montana
$306K – – –
CWP
2305
Core Wealth Partners
California
$306K – – –
SI
2306
Seeds Investor
New York
$305K -$20.8K -43 -7%
ML
2307
Mayport LLC
Massachusetts
$305K – – –
CC
2308
Courier Capital
New York
$305K +$19.4K +40 +8%
LAM
2309
Lifestyle Asset Management
Texas
$304K +$58.1K +120 +28%
LSA
2310
Lion Street Advisors
Texas
$304K +$14.5K +30 +6%
PIM
2311
Profit Investment Management
Maryland
$303K +$264K +546 New
DWS
2312
Dynamic Wealth Strategies
California
$303K -$16K -33 -6%
MWM
2313
Merriman Wealth Management
Washington
$302K -$36.8K -76 -12%
LFG
2314
Lockerman Financial Group
California
$302K +$53.7K +111 +26%
PWA
2315
Physician Wealth Advisors
Utah
$301K +$23.7K +49 +10%
BBNB
2316
Baker Boyer National Bank
Washington
$300K -$185K -383 -41%
JC
2317
JB Capital
Connecticut
$300K -$1.45K -3 -0.6%
FL
2318
Fort LP
Maryland
$299K -$4.36K -9 -2%
CMP
2319
Coston McIsaac & Partners
Maine
$299K – – –
GSAM
2320
Grant Street Asset Management
Pennsylvania
$299K – – –
FA
2321
Fiduciary Alliance
South Carolina
$299K +$255K +526 New
VIA
2322
Virtus Investment Advisers
Connecticut
$298K -$302K -624 Closed
LFG
2323
Larson Financial Group
Missouri
$298K +$156K +322 +150%
SRC
2324
Sage Rhino Capital
California
$298K +$484 +1 +0.2%
LA
2325
Latitude Advisors
Florida
$296K +$7.26K +15 +3%