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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
2376
Balboa Wealth Partners
Arizona
$275K +$12.2K +43 +5%
AF
2377
Apollon Financial
South Carolina
$275K -$2.55K -9 -0.9%
FF
2378
Foronjy Financial
California
$275K +$279K +985 New
ARC
2379
Advisor Resource Council
Texas
$275K -$931K -3,288 -77%
DAM
2380
Delta Asset Management
Tennessee
$274K – – –
SWGC
2381
Summit Wealth Group (Colorado)
Colorado
$274K +$278K +983 New
AEPWM
2382
Atlantic Edge Private Wealth Management
Florida
$274K – – –
CF
2383
Centaurus Financial
California
$274K -$358K -1,263 -56%
OMIC
2384
Old Mission Investment Co
Michigan
$274K +$5.1K +18 +2%
NCM
2385
Novare Capital Management
North Carolina
$273K +$85K +300 +44%
RCM
2386
Requisite Capital Management
Texas
$273K +$5.1K +18 +2%
PAM
2387
PCG Asset Management
New Jersey
$273K +$7.08K +25 +3%
BFA
2388
Beacon Financial Advisory
Ohio
$273K +$33.1K +117 +14%
TCM
2389
Triumph Capital Management
Colorado
$272K +$276K +974 New
RFA
2390
Reyes Financial Architecture
California
$271K +$37.4K +132 +16%
CFP
2391
Cascade Financial Partners
California
$270K +$283 +1 +0.1%
GIM
2392
Gold Investment Management
Alberta, Canada
$270K – – –
BWM
2393
Bullock Wealth Management
Indiana
$269K +$6.8K +24 +3%
GCM
2394
Gables Capital Management
Florida
$269K – – –
AWM
2395
Abound Wealth Management
Tennessee
$268K +$283 +1 +0.1%
SLWA
2396
San Luis Wealth Advisors
California
$268K +$850 +3 +0.3%
FDS
2397
Freedom Day Solutions
Texas
$268K +$4.25K +15 +2%
1M
2398
1248 Management
Missouri
$267K -$17.8K -63 -6%
ESBC
2399
E.S. Barr & Co
Kentucky
$267K – – –
FIBT
2400
First International Bank & Trust
North Dakota
$266K – – –