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Name Holding Trade Value Shares
Change
Change in
Stake
CWMG
1776
Compass Wealth Management (Georgia)
Georgia
$503K -$161 -1 -0%
SRA
1777
Secured Retirement Advisors
Minnesota
$502K +$500K +3,101 New
Element Capital Management
1778
Element Capital Management
New York
$501K +$500K +3,099 New
SGAM
1779
Smith Group Asset Management
Texas
$500K -$35.5K -220 -7%
SCM
1780
Saxony Capital Management
Missouri
$500K -$24.2K -150 -5%
GWWM
1781
Great Waters Wealth Management
Minnesota
$496K – – –
CMF
1782
Counterpoint Mutual Funds
California
$496K +$494K +3,063 New
Balentine LLC
1783
Balentine LLC
Georgia
$494K +$62.8K +389 +15%
SFG
1784
Sovereign Financial Group
Connecticut
$494K +$132K +816 +36%
MWM
1785
MGB Wealth Management
Texas
$494K -$77.3K -479 -14%
VC
1786
Veery Capital
Delaware
$493K – – –
IWN
1787
Independent Wealth Network
Iowa
$493K +$49.1K +304 +11%
SFI
1788
SPC Financial Inc
Maryland
$491K -$161 -1 -0%
ONST
1789
Old North State Trust
North Carolina
$491K – – –
SPWG
1790
Syntegra Private Wealth Group
Missouri
$490K +$12.9K +80 +3%
RA
1791
Rational Advisors
New York
$490K +$424K +2,630 +664%
FIC
1792
Family Investment Center
Missouri
$489K +$211K +1,306 +76%
AHC
1793
Adell Harriman & Carpenter
Texas
$489K -$219K -1,360 -31%
JWWM
1794
Johnson & White Wealth Management
Pennsylvania
$488K +$487K +3,019 New
KWMG
1795
King Wealth Management Group
Florida
$488K – – –
A
1796
AlphaQuest
New York
$488K +$487K +3,016 New
CAGAS
1797
Capital Advisory Group Advisory Services
Minnesota
$487K +$16.9K +105 +4%
TW
1798
TritonPoint Wealth
Maryland
$487K +$24.4K +151 +5%
EW
1799
Elyxium Wealth
California
$486K +$6.13K +38 +1%
FA
1800
Financial Avengers
California
$485K -$120K -742 -20%