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Name Holding Trade Value Shares
Change
Change in
Stake
FGWP
1551
Founders Grove Wealth Partners
Virginia
$307K +$299K +287 New
RIA
1552
Regal Investment Advisors
Michigan
$305K -$61.5K -59 -17%
PFBT
1553
Parkside Financial Bank & Trust
Missouri
$305K +$31.3K +30 +12%
MAMU
1554
Myriad Asset Management US
Florida
$304K -$754K -723 -72%
BOPW
1555
Brandywine Oak Private Wealth
Pennsylvania
$304K – – –
Capstone Investment Advisors
1556
Capstone Investment Advisors
New York
$303K -$235K -225 -44%
LFS
1557
Legacy Financial Strategies
Kansas
$301K +$40.7K +39 +16%
CA
1558
Calton & Associates
Florida
$300K +$1.04K +1 +0.4%
FC
1559
Fjell Capital
North Dakota
$298K +$291K +279 New
PCA
1560
Purkiss Capital Advisors
Connecticut
$298K -$221K -212 -43%
YP
1561
YANKCOM Partnership
South Dakota
$297K +$57.4K +55 +25%
MFG
1562
MidWestOne Financial Group
Iowa
$297K -$35.5K -34 -11%
VCM
1563
Virtue Capital Management
Tennessee
$297K -$1.35M -1,298 -84%
CFAM
1564
Center For Asset Management
Florida
$296K +$289K +277 New
BCP
1565
Berkeley Capital Partners
Georgia
$296K -$1.04K -1 -0.4%
HWA
1566
HCR Wealth Advisors
California
$296K -$70.9K -68 -20%
ISWM
1567
Independent Solutions Wealth Management
New York
$296K – – –
IIC
1568
Ironwood Investment Counsel
Arizona
$296K +$41.7K +40 +17%
APW
1569
Austin Private Wealth
Texas
$295K -$11.5K -11 -4%
EWP
1570
Equity Wealth Partners
Missouri
$295K +$18.8K +18 +7%
RS
1571
Rakuten Securities
Japan
$294K -$291K -279 -50%
GIM
1572
Goelzer Investment Management
Indiana
$294K – – –
TPWA
1573
Twin Peaks Wealth Advisors
California
$293K +$214K +205 New
FFA
1574
Fortune Financial Advisors
Kansas
$292K +$11.5K +11 +4%
FFG
1575
Fiduciary Financial Group
California
$292K +$12.5K +12 +5%