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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1776
M1 Capital Management
Michigan
$383K +$387K +1,308 New
BMWM
1777
Brown Miller Wealth Management
Virginia
$381K
KTC
1778
Kentucky Trust Company
Kentucky
$381K +$384K +1,300 New
SWMG
1779
Sanchez Wealth Management Group
Florida
$380K +$2.07K +7 +0.5%
WSWA
1780
Warren Street Wealth Advisors
California
$380K +$16.3K +55 +4%
FGA
1781
Fortis Group Advisors
New Jersey
$379K -$7.39K -25 -2%
RSWA
1782
Robinson Smith Wealth Advisors
Maine
$379K
FSA
1783
Financial Security Advisor
Virginia
$378K +$1.18K +4 +0.3%
DA
1784
Drake & Associates
Wisconsin
$375K +$362K +1,225 New
GWANC
1785
Guardian Wealth Advisors (North Carolina)
North Carolina
$375K +$48.2K +163 +15%
FFA
1786
First Foundation Advisors
California
$374K -$51.7K -175 -12%
AA
1787
Alesco Advisors
New York
$374K -$5.62K -19 -1%
LFP
1788
Leeward Financial Partners
Washington
$373K -$5.91K -20 -2%
LWM
1789
LongView Wealth Management
Georgia
$371K +$1.48K +5 +0.4%
AA
1790
Armis Advisers
Georgia
$370K +$374K +1,264 New
GWA
1791
GGM Wealth Advisors
Maryland
$369K -$265K -897 -42%
ORC
1792
O'Rourke & Company
Massachusetts
$369K
VCP
1793
Verus Capital Partners
Arizona
$368K +$25.1K +85 +7%
CWM
1794
Centurion Wealth Management
Virginia
$368K +$887 +3 +0.2%
MCA
1795
Maryland Capital Advisors
Maryland
$366K
FCT
1796
Family Capital Trust
Massachusetts
$366K
TWM
1797
Thrive Wealth Management
Pennsylvania
$366K +$24.2K +82 +7%
CWM
1798
Cahaba Wealth Management
Georgia
$365K +$1.18K +4 +0.3%
CG
1799
Cynosure Group
Utah
$364K -$110K -373 -23%
FC
1800
Forte Capital
New York
$364K -$29.6K -100 -7%