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Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
1751
Barnes Pettey Financial Advisors
Mississippi
$497K
FPW
1752
Flywheel Private Wealth
California
$497K
BOSSRA
1753
B.O.S.S. Retirement Advisors
Utah
$495K -$145K -91 -27%
PCA
1754
Purkiss Capital Advisors
Connecticut
$495K -$23.9K -15 -6%
IA
1755
Integrity Alliance
Iowa
$493K
LSWM
1756
Lorne Steinberg Wealth Management
Canada
$493K +$395K +248 New
NWM
1757
Nolet Wealth Management
Texas
$491K +$27.1K +17 +7%
CCMG
1758
Connecticut Capital Management Group
Connecticut
$489K
AWA
1759
AGH Wealth Advisors
Kansas
$487K +$31.8K +20 +9%
GPI
1760
General Partner Inc
Pennsylvania
$487K
PCA
1761
Pallas Capital Advisors
Massachusetts
$487K +$390K +245 New
CPA
1762
Capital Performance Advisors
California
$486K -$271K -170 -41%
CWM
1763
Centric Wealth Management
Illinois
$484K
CLOS
1764
Compagnie Lombard Odier SCmA
Switzerland
$483K -$23.9K -15 -6%
PAM
1765
PCG Asset Management
New Jersey
$483K
BPWM
1766
Badgley Phelps Wealth Managers
Washington
$483K +$47.8K +30 +14%
AG
1767
AmeriFlex Group
Nevada
$481K +$15.9K +10 +4%
SWM
1768
Stronghold Wealth Management
Florida
$479K -$20.7K -13 -5%
CBB
1769
Citizens Business Bank
California
$479K
MAG
1770
Meadowbrook Advisors Group
New Jersey
$479K +$1.59K +1 +0.4%
FMP
1771
Financial Management Professionals
Texas
$479K +$25.5K +16 +7%
Financial Engines Advisors
1772
Financial Engines Advisors
California
$479K +$81.2K +51 +27%
BFS
1773
BridgePort Financial Solutions
Iowa
$474K -$11.1K -7 -3%
LCA
1774
Legend Capital Advisors
New York
$472K
CAM
1775
CPA Asset Management
Florida
$470K