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Name Holding Trade Value Shares
Change
Change in
Stake
SHFC
5326
Safe Harbor Family Capital
North Carolina
$611K +$605K +2,646 New
HIW
5327
Holos Integrated Wealth
Pennsylvania
$611K
HCP
5328
Hardin Capital Partners
South Carolina
$610K +$203K +889 +51%
SWA
5329
ShankerValleau Wealth Advisors
Illinois
$608K -$3.66K -16 -0.6%
S
5330
Storgate
Texas
$608K +$603K +2,635 New
SFP
5331
Sterling Financial Planning
New Jersey
$606K +$38.9K +170 +7%
1L
5332
10Elms LLP
Oklahoma
$606K
SHF
5333
Stage Harbor Financial
Massachusetts
$605K -$8.46K -37 -1%
PCMC
5334
Paragon Capital Management (Colorado)
Colorado
$605K +$45.1K +197 +8%
BW
5335
Bravera Wealth
North Dakota
$605K +$600K +2,621 New
DF
5336
Define Financial
California
$603K
RWM
5337
Raffa Wealth Management
District of Columbia
$603K +$94.9K +415 +19%
CCWP
5338
Cedar Cove Wealth Partners
Minnesota
$603K +$598K +2,613 New
DF
5339
Daviman Financial
Indiana
$603K +$598K +2,612 New
NA
5340
Nottingham Advisors
New York
$602K -$33.2K -145 -5%
KSWWM
5341
Keyes Stange & Wooten Wealth Management
Florida
$602K -$2.06K -9 -0.3%
MIM
5342
Montgomery Investment Management
Maryland
$602K
ACM
5343
Andina Capital Management
Utah
$601K -$85.8K -375 -13%
SC
5344
Soundwatch Capital
Connecticut
$600K +$153K +667 +35%
FFIC
5345
First Fiduciary Investment Counsel
Ohio
$600K -$45.8K -200 -7%
BWG
5346
Balanced Wealth Group
Ohio
$600K
SPI
5347
Santori & Peters Inc
Pennsylvania
$600K +$67.5K +295 +13%
PWM
5348
PMG Wealth Management
Illinois
$599K +$19.7K +86 +3%
PCM
5349
Prospera Capital Management
Arizona
$596K -$90.8K -397 -13%
CWMA
5350
Capstone Wealth Management (Alabama)
Alabama
$596K +$49K +214 +9%