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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1751
Fjell Capital
North Dakota
$509K -$6.37K -4 -2%
TWM
1752
TRB Wealth Management
Texas
$509K +$9.55K +6 +2%
PPC
1753
Park Place Capital
Alabama
$509K +$68.4K +43 +20%
ONGA
1754
O'Neil Global Advisors
California
$509K +$407K +256 New
FSA
1755
Financial Security Advisor
Virginia
$507K +$100K +63 +33%
PCH
1756
PGIM Custom Harvest
New Jersey
$506K +$406K +255 New
PPWP
1757
Premier Path Wealth Partners
New Jersey
$506K -$7.96K -5 -2%
WAG
1758
Wallace Advisory Group
California
$503K -$158K -99 -28%
NCM
1759
Novare Capital Management
North Carolina
$502K -$30.2K -19 -7%
TA
1760
Tactive Advisors
Florida
$501K -$20.7K -13 -5%
EV
1761
EJMK Ventures
Illinois
$501K +$154K +97 +63%
PDL
1762
Portfolio Design Labs
California
$500K – – –
FSA
1763
Franklin Street Advisors
North Carolina
$499K +$400K +251 New
BPFA
1764
Barnes Pettey Financial Advisors
Mississippi
$497K – – –
FPW
1765
Flywheel Private Wealth
California
$497K – – –
BOSSRA
1766
B.O.S.S. Retirement Advisors
Utah
$495K -$145K -91 -27%
PCA
1767
Purkiss Capital Advisors
Connecticut
$495K -$23.9K -15 -6%
IA
1768
Integrity Alliance
Iowa
$493K – – –
LSWM
1769
Lorne Steinberg Wealth Management
Canada
$493K +$395K +248 New
NWM
1770
Nolet Wealth Management
Texas
$491K +$27.1K +17 +7%
CCMG
1771
Connecticut Capital Management Group
Connecticut
$489K – – –
AWA
1772
AGH Wealth Advisors
Kansas
$487K +$31.8K +20 +9%
GPI
1773
General Partner Inc
Pennsylvania
$487K – – –
PCA
1774
Pallas Capital Advisors
Massachusetts
$487K +$390K +245 New
CPA
1775
Capital Performance Advisors
California
$486K -$271K -170 -41%