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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1401
N.E.W. Advisory Services
Wisconsin
$436K +$74.4K +455 +25%
SFO
1402
Stokes Family Office
Louisiana
$435K +$11.1K +68 +3%
MCM
1403
Morton Capital Management
California
$435K +$78K +477 +26%
PFP
1404
Paragon Financial Partners
California
$434K
PWM
1405
PBMares Wealth Management
Virginia
$433K -$3.6K -22 -1%
CAM
1406
Columbia Asset Management
Michigan
$433K -$90K -550 -19%
MSFS
1407
Main Street Financial Solutions
Pennsylvania
$432K +$64K +391 +21%
TWM
1408
Tradition Wealth Management
Minnesota
$431K -$31.9K -195 -8%
BA
1409
Bridge Advisory
California
$431K
AFPL
1410
Advus Financial Partners, LLC
Florida
$431K +$8.18K +50 +2%
WIA
1411
Westbourne Investment Advisors
Maryland
$430K
PA
1412
PSI Advisors
Florida
$429K -$8.83K -54 -2%
BLC
1413
Brown, Lisle/Cummings
Rhode Island
$428K -$45K -275 -11%
CCA
1414
Childress Capital Advisors
Texas
$428K +$94.2K +576 +34%
SEIA
1415
Signature Estate & Investment Advisors
California
$427K -$31.4K -192 -8%
WAG
1416
Winthrop Advisory Group
Massachusetts
$425K +$12.6K +77 +4%
SB
1417
Strategic Blueprint
Georgia
$424K +$50.2K +307 +16%
BBI
1418
Baxter Bros Inc
Connecticut
$424K
TP
1419
Tranquility Partners
Tennessee
$423K -$139K -852 -28%
TW
1420
Transform Wealth
Colorado
$422K -$104K -634 -22%
PIM
1421
Penobscot Investment Management
Massachusetts
$422K -$22.9K -140 -6%
CS
1422
Capital Square
Tennessee
$421K
MIC
1423
Meridian Investment Counsel
California
$420K
TVAMP
1424
Tennessee Valley Asset Management Partners
Tennessee
$419K -$24.9K -152 -6%
CWM
1425
Centric Wealth Management
Illinois
$418K