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Name Holding Trade Value Shares
Change
Change in
Stake
KFG
1251
Kingdom Financial Group
Arizona
$260K +$243K +386 New
TAM
1252
Titleist Asset Management
Texas
$259K -$137K -218 -36%
JRPIM
1253
Journey Retirement Planning & Investment Management
Idaho
$259K +$242K +384 New
SIS
1254
Sound Income Strategies
Florida
$258K +$280K +444 +4,440%
WRPWM
1255
Werba Rubin Papier Wealth Management
California
$257K +$8.82K +14 +4%
SWA
1256
SOA Wealth Advisors
New York
$257K +$25.2K +40 +12%
DE
1257
DV Equities
Illinois
$256K +$239K +380 New
EF
1258
Entrust Financial
Pennsylvania
$254K +$238K +377 New
EWA
1259
Eagle Wealth Advisors
Connecticut
$253K +$237K +376 New
BBP
1260
Banco BTG Pactual
Brazil
$252K -$1.26M -2,007 -84%
LAS
1261
LWM Advisory Services
Florida
$251K -$1.89K -3 -0.8%
MWP
1262
Meridian Wealth Partners
Pennsylvania
$249K -$2.52K -4 -1%
LFA
1263
Legacy Financial Advisors
Kentucky
$248K +$233K +369 New
TW
1264
TritonPoint Wealth
Maryland
$248K -$71.8K -114 -24%
CIA
1265
Choate Investment Advisors
Massachusetts
$247K +$34K +54 +17%
B
1266
Bellecapital
Switzerland
$247K +$231K +366 New
IF
1267
Intrua Financial
Texas
$245K +$25.8K +41 +13%
NC
1268
nVerses Capital
Florida
$245K +$229K +364 New
PCP
1269
Proficio Capital Partners
Massachusetts
$243K -$29.6K -47 -12%
MNBTD
1270
Moody National Bank Trust Division
Texas
$243K +$227K +360 New
CNWM
1271
Clay Northam Wealth Management
California
$241K -$54.8K -87 -20%
KAM
1272
KEB Asset Management
Illinois
$240K +$630 +1 +0.3%
SWM
1273
Steinberganna Wealth Management
New York
$240K -$5.04K -8 -2%
TWP
1274
Tower Wealth Partners
Pennsylvania
$240K +$3.78K +6 +2%
GKIM
1275
GW&K Investment Management
Massachusetts
$239K +$125K +199 +128%