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Name Holding Trade Value Shares
Change
Change in
Stake
FCC
4401
Flower City Capital
New York
$539K
SMWM
4402
Silvia McColl Wealth Management
California
$538K -$109K -600 -17%
EA
4403
Ergawealth Advisors
Illinois
$538K +$1.64K +9 +0.3%
DWM
4404
Defined Wealth Management
Oregon
$535K +$52.2K +286 +11%
WCM
4405
Windsor Capital Management
Arizona
$533K -$365 -2 -0.1%
HIA
4406
Harvest Investment Advisors
Florida
$533K +$522K +2,860 New
FM
4407
Foster & Motley
Ohio
$532K +$92.5K +507 +22%
LWMNY
4408
Landmark Wealth Management (New York)
New York
$531K +$2.01K +11 +0.4%
PA
4409
Pineridge Advisors
Missouri
$530K -$10K -55 -2%
BMA
4410
Brooks Moore & Associates
Tennessee
$529K +$36.5K +200 +8%
AA
4411
AF Advisors
California
$529K
PWP
4412
Phillips Wealth Planners
Mississippi
$528K -$35.4K -194 -6%
DSCM
4413
Del-Sette Capital Management
New York
$528K
VA
4414
Verdad Advisers
Massachusetts
$523K -$768K -4,207 -60%
KSWWM
4415
Keyes Stange & Wooten Wealth Management
Florida
$522K -$9.12K -50 -2%
SFS
4416
Security Financial Services
Indiana
$521K +$62K +340 +14%
BA
4417
Brightwater Advisory
Florida
$520K -$29.2K -160 -5%
RIM
4418
RW Investment Management
Idaho
$518K +$365 +2 +0.1%
HPM
4419
Hudson Portfolio Management
New York
$518K +$507K +2,779 New
LFP
4420
Lakeshore Financial Planning
Michigan
$518K +$70.8K +388 +16%
AIA
4421
Armor Investment Advisors
North Carolina
$517K +$182 +1 +0%
SGA
4422
Seaport Global Advisors
Massachusetts
$517K
IPW
4423
Intergy Private Wealth
Colorado
$516K +$75.4K +413 +18%
MFS
4424
McNamara Financial Services
Massachusetts
$515K +$113K +620 +29%
EFN
4425
Equita Financial Network
Pennsylvania
$515K +$161K +883 +47%