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Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
2201
Blue Zone Wealth Advisors
California
$3.89M +$107K +797 +3%
JWM
2202
Jeppson Wealth Management
California
$3.89M -$7.37K -55 -0.2%
SC
2203
Syon Capital
California
$3.89M +$4.1M +30,563 New
MTWM
2204
Masso Torrence Wealth Management
New Jersey
$3.88M -$51.9K -387 -1%
PWM
2205
Purus Wealth Management
California
$3.88M +$46.5K +347 +1%
ERIC
2206
Eagle Rock Investment Company
Georgia
$3.88M +$13.9K +104 +0.3%
DRD
2207
Dennis R. Delaney
$3.87M +$626K +4,671 +18%
BCM
2208
Barometer Capital Management
Ontario, Canada
$3.87M -$272K -2,030 -6%
AFP
2209
Ausdal Financial Partners
Iowa
$3.86M -$236K -1,762 -5%
WAM
2210
WNY Asset Management
New York
$3.86M +$161K +1,203 +4%
LOIM
2211
Liberty One Investment Management
Illinois
$3.86M +$81.7K +610 +2%
RCA
2212
Resonant Capital Advisors
Wisconsin
$3.86M -$28.7K -214 -0.7%
SW
2213
Signify Wealth
Missouri
$3.85M -$324K -2,418 -7%
BCM
2214
Beck Capital Management
Texas
$3.85M +$154K +1,148 +4%
NW
2215
Naviter Wealth
Arkansas
$3.85M -$111K -829 -3%
FWM
2216
Fairhaven Wealth Management
Illinois
$3.84M +$26K +194 +0.6%
CT
2217
Columbia Trust
Oregon
$3.84M +$52.8K +394 +1%
WKSWA
2218
White Knight Strategic Wealth Advisors
New Jersey
$3.84M -$764K -5,698 -16%
OCM
2219
Orion Capital Management
California
$3.84M -$208K -1,556 -5%
BC
2220
Barrett & Company
Rhode Island
$3.83M +$20.6K +154 +0.5%
GWM
2221
Graybill Wealth Management
Illinois
$3.83M -$3.89K -29 -0.1%
EFG
2222
Everhart Financial Group
Ohio
$3.83M +$245K +1,830 +6%
PP
2223
Patten & Patten
Tennessee
$3.83M +$25.5K +190 +0.6%
GCMG
2224
Gyroscope Capital Management Group
Florida
$3.82M +$135K +1,010 +3%
LA
2225
LexAurum Advisors
Kansas
$3.81M +$648K +4,838 +19%