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Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
5401
Beacon Harbor Wealth Advisors
Virginia
$479K -$13.2K -60 -3%
FWM
5402
FMB Wealth Management
California
$478K -$443K -2,012 -47%
FFIC
5403
First Fiduciary Investment Counsel
Ohio
$478K -$66.7K -303 -12%
HWM
5404
Heirloom Wealth Management
Colorado
$478K +$146K +665 +41%
SHF
5405
Stage Harbor Financial
Massachusetts
$477K -$72.9K -331 -13%
DFC
5406
DBK Financial Counsel
Ohio
$477K -$3.52K -16 -0.7%
ES
5407
ETF Store
Kansas
$477K +$25.5K +116 +5%
BFP
5408
Briaud Financial Planning
Texas
$476K
LWAM
5409
Legacy Wealth Asset Management
Minnesota
$474K +$502K +2,278 New
KFG
5410
Kingdom Financial Group
Arizona
$474K -$90.9K -413 -15%
LAS
5411
Lloyd Advisory Services
Georgia
$474K +$111K +503 +28%
EMCIP
5412
Ewing Morris & Co Investment Partners
Ontario, Canada
$472K -$5.5K -25 -1%
LSC
5413
Lesa Sroufe & Co
Washington
$472K -$11.2K -51 -2%
EIM
5414
Ervin Investment Management
Washington
$472K +$32.1K +146 +7%
PL
5415
Parthenon LLC
Kentucky
$472K
TWG
5416
The Wealth Group
Minnesota
$472K +$1.1K +5 +0.2%
DSA
5417
Droms Strauss Advisors
Missouri
$471K -$26K -118 -5%
PS
5418
Pinney & Scofield
Massachusetts
$471K
TWM
5419
TopTier Wealth Management
Wisconsin
$470K +$39.4K +179 +9%
LAM
5420
LECAP Asset Management
United Kingdom
$468K +$267K +1,212 +117%
MFPI
5421
Midwest Financial Partners Investments
Minnesota
$467K +$6.17K +28 +1%
EWP
5422
E-Wealth Partners
Minnesota
$466K +$5.5K +25 +1%
SWM
5423
Seaside Wealth Management
California
$465K +$18.7K +85 +4%
BWM
5424
Boyd Wealth Management
California
$465K -$217K -986 -31%
MW
5425
Marrick Wealth
California
$465K -$29.9K -136 -6%