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Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
5001
Wilkins Miller Wealth Management
Alabama
$530K +$6.34K +28 +1%
PFA
5002
Pathway Financial Advisors
Vermont
$528K +$126K +556 +30%
CAM
5003
Campion Asset Management
Virginia
$527K +$45.3K +200 +9%
WIC
5004
Whitegate Investment Counselors
New Hampshire
$527K
GK
5005
Graney & King
New York
$527K +$11.5K +51 +2%
BF
5006
Bonfire Financial
Colorado
$526K +$303K +1,340 +127%
BBWP
5007
Beacon Bridge Wealth Partners
Pennsylvania
$526K +$52.5K +232 +11%
WCWM
5008
Willow Creek Wealth Management
California
$525K +$14.9K +66 +3%
HSG
5009
Helen Stephens Group
Texas
$525K +$49.6K +219 +10%
PL
5010
Parthenon LLC
Kentucky
$525K +$49.8K +220 +10%
SW
5011
Schulz Wealth
Texas
$523K
GF
5012
GGM Financials
Ohio
$521K +$1.58K +7 +0.3%
AWF
5013
Alpha Wealth Funds
Utah
$521K -$136K -600 -20%
NCG
5014
Newport Capital Group
New Jersey
$520K -$7.92K -35 -1%
BI
5015
Beckerman Institutional
New Jersey
$520K +$216K +954 +68%
CWMA
5016
Capstone Wealth Management (Alabama)
Alabama
$520K +$13.6K +60 +3%
SJGA
5017
Stephen J. Garry & Associates
New York
$519K +$25.6K +113 +5%
BI
5018
Binnacle Investments
Iowa
$518K +$22.4K +99 +4%
SMAM
5019
Sugar Maple Asset Management
Wisconsin
$518K
BHWA
5020
Beacon Harbor Wealth Advisors
Virginia
$518K -$45.3K -200 -8%
MSRI
5021
Michael S. Ryan Inc
New York
$516K -$302K -1,334 -36%
SI
5022
Sprott Inc
Ontario, Canada
$516K
BF
5023
Brooklyn FI
New York
$516K -$679 -3 -0.1%
EFA
5024
Edge Financial Advisors
Illinois
$514K +$22.9K +101 +5%
DSN
5025
D. Scott Neal
Kentucky
$514K