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Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
2251
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.78M -$154K -1,100 -3%
KMWM
2252
Keudell/Morrison Wealth Management
Oregon
$4.78M -$23.7K -169 -0.5%
CWP
2253
Concord Wealth Partners
Virginia
$4.78M +$882K +6,290 +25%
SFM
2254
Signet Financial Management
New Jersey
$4.77M +$1.12K +8 +0%
SIC
2255
Shoker Investment Counsel
Ohio
$4.76M +$4.91K +35 +0.1%
CTFG
2256
Capstone Triton Financial Group
Oklahoma
$4.75M -$382K -2,725 -8%
KF
2257
KKM Financial
Illinois
$4.75M +$4.38M +31,275 New
CCG
2258
Coastwise Capital Group
California
$4.75M -$315K -2,250 -7%
SP
2259
SWS Partners
Ohio
$4.74M +$757K +5,397 +21%
KOC
2260
Koss-Olinger Consulting
Florida
$4.74M -$157K -1,121 -3%
HCM
2261
Howard Capital Management
Georgia
$4.73M +$164K +1,171 +4%
SW
2262
Signify Wealth
Missouri
$4.72M +$109K +775 +3%
RRA
2263
Round Rock Advisors
Connecticut
$4.72M +$3.69M +26,310 +551%
MTWM
2264
Masso Torrence Wealth Management
New Jersey
$4.72M +$74.3K +530 +2%
OIM
2265
Oder Investment Management
California
$4.72M -$8.69K -62 -0.2%
PIA
2266
Powell Investment Advisors
Florida
$4.72M -$37.8K -270 -0.9%
RPCONE
2267
Retirement Planning Company of New England
Rhode Island
$4.71M +$422K +3,009 +11%
CP
2268
Canopy Partners
Ohio
$4.71M +$4.35M +31,020 New
FCB
2269
First County Bank
Connecticut
$4.71M -$73.2K -522 -2%
PP
2270
Patten & Patten
Tennessee
$4.71M +$119K +852 +3%
AC
2271
Allstate Corporation
Illinois
$4.7M -$94.6K -675 -2%
GWMIA
2272
Global Wealth Management Investment Advisory
Florida
$4.7M -$127K -903 -3%
AWMT
2273
AAFMAA Wealth Management & Trust
North Carolina
$4.7M +$1.05M +7,525 +32%
LOIM
2274
Liberty One Investment Management
Illinois
$4.69M +$75.8K +541 +2%
PFWA
2275
Paces Ferry Wealth Advisors
Georgia
$4.69M -$13.2K -94 -0.3%