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Name Holding Trade Value Shares
Change
Change in
Stake
GC
4301
Gibson Capital
Pennsylvania
$655K
BF
4302
Brogan Financial
Tennessee
$654K +$2.39K +13 +0.4%
FWS
4303
FinDec Wealth Services
California
$653K -$277K -1,509 -31%
FSWA
4304
Financial Synergies Wealth Advisors
Texas
$651K -$4.78K -26 -0.8%
BBL
4305
Beck Bode LLC
Massachusetts
$651K +$619K +3,368 New
GWA
4306
GGM Wealth Advisors
Maryland
$650K +$45K +245 +8%
KTA
4307
Keeley-Teton Advisors
Illinois
$649K
SIMG
4308
Stephens Investment Management Group
Texas
$649K +$17.5K +95 +3%
RCM
4309
Rain Capital Management
Oregon
$648K +$551 +3 +0.1%
FA
4310
FF Advisors
California
$647K
DF
4311
DecisionPoint Financial
Arizona
$647K +$46.8K +255 +8%
MCC
4312
Maiden Cove Capital
Maine
$646K +$656K +3,570 New
SAMT
4313
Select Asset Management & Trust
Pennsylvania
$646K
BWM
4314
Brown Wealth Management
Illinois
$645K +$5.14K +28 +0.8%
KCM
4315
Kennicott Capital Management
California
$644K
CWM
4316
Core Wealth Management
Florida
$644K +$382K +2,080 +166%
WWM
4317
Waterway Wealth Management
Texas
$642K +$18.4K +100 +3%
OPWM
4318
Oakwell Private Wealth Management
Texas
$639K
BIA
4319
Bell Investment Advisors
California
$639K +$18.9K +103 +3%
CWM
4320
C2C Wealth Management
Arizona
$637K
DFA
4321
DHJJ Financial Advisors
Illinois
$637K -$2.57K -14 -0.4%
FCMT
4322
Founders Capital Management (Texas)
Texas
$636K -$33.4K -182 -5%
LA
4323
Lane & Associates
New Jersey
$636K -$9K -49 -1%
FCMC
4324
Founders Capital Management (Connecticut)
Connecticut
$634K
1IA
4325
1620 Investment Advisors
Massachusetts
$633K -$9.55K -52 -2%