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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1726
Burt Wealth Advisors
Maryland
$741K
MYIA
1727
Mount Yale Investment Advisors
Colorado
$737K -$18.1K -61 -2%
HCM
1728
Howland Capital Management
Massachusetts
$735K -$20.5K -69 -2%
PCMC
1729
Paragon Capital Management (Colorado)
Colorado
$735K
ISFAN
1730
Investor's Fiduciary Advisor Network
Washington
$735K +$837K +2,821 New
NPFS
1731
Novak & Powell Financial Services
Florida
$732K +$2.97K +10 +0.4%
OFS
1732
OMC Financial Services
New York
$730K +$831K +2,800 New
SCA
1733
St. Clair Advisors
Ohio
$730K
RT
1734
Rockland Trust
Massachusetts
$730K -$38.3K -129 -4%
PJSIMP
1735
P.J. Schmidt Investment Management (PJS)
Wisconsin
$728K -$24.6K -83 -3%
RPWA
1736
Regent Peak Wealth Advisors
Georgia
$727K -$1.64M -5,525 -66%
PWP
1737
Phillips Wealth Planners
Mississippi
$727K -$97.3K -328 -11%
GM
1738
GeoWealth Management
Illinois
$725K -$323K -1,088 -28%
BFO
1739
Biltmore Family Office
North Carolina
$725K -$72.1K -243 -8%
HFS
1740
Howard Financial Services
Texas
$725K +$202K +682 +33%
LT
1741
Legacy Trust
Michigan
$724K -$29.1K -98 -3%
BWCS
1742
Beirne Wealth Consulting Services
Connecticut
$722K
KCIC
1743
Kuhn & Co Investment Counsel
Illinois
$721K
BBA
1744
Baader Bank Aktiengesellschaft
Germany
$720K +$591K +1,993 +258%
LWL
1745
Leo Wealth LLC
Texas
$719K -$508K -1,712 -38%
AWM
1746
Allen Wealth Management
North Carolina
$719K -$20.5K -69 -2%
BWA
1747
Bordeaux Wealth Advisors
California
$718K -$59.3K -200 -7%
DI
1748
DDFG Inc
California
$717K -$304K -1,023 -27%
GBT
1749
Grove Bank & Trust
Florida
$717K +$27.6K +93 +4%
RA
1750
Riverstone Advisors
Texas
$716K