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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
4851
Intergy Private Wealth
Colorado
$633K +$24.1K +118 +4%
PCM
4852
Payne Capital Management
New York
$631K +$588K +2,876 New
MCFP
4853
Mallini Complete Financial Planning
Florida
$631K
PWM
4854
Provident Wealth Management
Tennessee
$631K -$9.21K -45 -2%
VBWMG
4855
Von Berge Wealth Management Group
California
$629K -$4.09K -20 -0.7%
WCM
4856
Warburton Capital Management
Oklahoma
$627K +$585K +2,859 New
AIA
4857
Armor Investment Advisors
North Carolina
$626K +$15.5K +76 +3%
GOCP
4858
Great Oak Capital Partners
Massachusetts
$626K -$96.6K -472 -14%
SI
4859
Severin Investments
Missouri
$625K +$583K +2,850 New
LWMNY
4860
Landmark Wealth Management (New York)
New York
$625K
NBWM
4861
North Berkeley Wealth Management
California
$624K +$582K +2,843 New
BMA
4862
Brooks Moore & Associates
Tennessee
$623K
AA
4863
AF Advisors
California
$623K
BI
4864
BFI Infinity
Switzerland
$622K +$580K +2,834 New
CCMW
4865
Cypress Capital Management (Wyoming)
Wyoming
$622K -$69.8K -341 -11%
SFS
4866
Security Financial Services
Indiana
$620K +$5.52K +27 +1%
DSCM
4867
Del-Sette Capital Management
New York
$619K -$2.05K -10 -0.4%
IJWM
4868
Inman Jager Wealth Management
Mississippi
$619K +$577K +2,820 New
AWA
4869
AmeriServ Wealth Advisors
Pennsylvania
$618K +$577K +2,818 New
BCA
4870
Bay Capital Advisors
Virginia
$616K +$575K +2,809 New
JWM
4871
JDH Wealth Management
California
$615K +$574K +2,805 New
SAM
4872
Smith Asset Management
Florida
$615K +$573K +2,802 New
KSWWM
4873
Keyes Stange & Wooten Wealth Management
Florida
$615K
SJL
4874
Shayne & Jacobs LLC
Tennessee
$614K -$205K -1,000 -26%
PFG
4875
Prospect Financial Group
Virginia
$614K +$572K +2,797 New