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Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
2076
Signature Wealth Management Group
Georgia
$412K
XWM
2077
Xcel Wealth Management
Florida
$412K
PWMG
2078
Prestige Wealth Management Group
New Jersey
$411K +$25.5K +88 +6%
OBWP
2079
O'Brien Wealth Partners
Massachusetts
$409K +$420K +1,449 +72,450%
BIG
2080
Brookwood Investment Group
Arizona
$409K +$130K +447 +45%
GAM
2081
Gemmer Asset Management
California
$408K +$29.9K +103 +8%
BTWM
2082
Baker Tilly Wealth Management
Wisconsin
$408K +$156K +538 +59%
SWM
2083
Segment Wealth Management
Texas
$407K
OL
2084
OneFund LLC
Florida
$407K +$13.9K +48 +3%
SWP
2085
Semus Wealth Partners
Florida
$406K -$9.86K -34 -2%
BIG
2086
Builder Investment Group
Georgia
$406K
LA
2087
LexAurum Advisors
Kansas
$406K +$37.7K +130 +10%
SIA
2088
SkyView Investment Advisors
New Jersey
$404K
PAS
2089
Parsonex Advisory Services
Colorado
$404K +$3.19K +11 +0.8%
SIM
2090
Sentry Investment Management
Wisconsin
$403K -$103K -356 -21%
WAM
2091
Walker Asset Management
Missouri
$402K -$1.74K -6 -0.4%
S
2092
Sunpointe
Missouri
$401K +$8.12K +28 +2%
OAM
2093
Oxford Asset Management
United Kingdom
$400K +$77.1K +266 +23%
BMC
2094
Benin Management Corp
Connecticut
$400K
NB
2095
Nicolet Bankshares
Wisconsin
$398K -$2.9K -10 -0.7%
DIA
2096
Dana Investment Advisors
Wisconsin
$398K -$5.8K -20 -1%
GWA
2097
Gutierrez Wealth Advisory
Arkansas
$398K -$4.06K -14 -1%
FMP
2098
Financial Management Professionals
Texas
$397K +$4.06K +14 +1%
ECA
2099
Elevated Capital Advisors
Utah
$397K -$47.6K -164 -10%
HAS
2100
Holland Advisory Services
Florida
$397K +$17.7K +61 +5%