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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1826
Saxony Capital Management
Missouri
$349K +$286K +1,338 New
MWP
1827
Meridian Wealth Partners
Pennsylvania
$348K +$1.28K +6 +0.5%
SDH
1828
Sloy Dahl & Holst
Washington
$348K -$12.4K -58 -4%
SMA
1829
Sage Mountain Advisors
Georgia
$347K -$27.2K -127 -9%
ASI
1830
Advisory Services & Investments
Oregon
$347K
SL
1831
Sentry LLC
Tennessee
$347K
GKWIM
1832
Gerber Kawasaki Wealth & Investment Management
California
$347K -$23.5K -110 -8%
SA
1833
Strategic Advocates
Utah
$346K
EFA
1834
Evernest Financial Advisors
Indiana
$344K +$283K +1,321 New
SC
1835
Schulhoff & Co
Ohio
$344K
OWA
1836
Opal Wealth Advisors
New York
$344K +$1.07K +5 +0.4%
CSA
1837
Cottage Street Advisors
Massachusetts
$343K +$51.3K +240 +22%
BWCS
1838
Beirne Wealth Consulting Services
Connecticut
$343K +$281K +1,316 New
AWC
1839
Adamsbrown Wealth Consultants
Kansas
$342K +$3.21K +15 +1%
CG
1840
CFO4Life Group
Texas
$341K -$21.2K -99 -7%
DC
1841
DeDora Capital
California
$341K
SWP
1842
Semus Wealth Partners
Florida
$341K +$4.71K +22 +2%
RS
1843
Retirement Solution
Washington
$341K +$28.7K +134 +11%
AF
1844
Affiance Financial
Minnesota
$341K
PFG
1845
Pinnacle Financial Group
Illinois
$339K
WC
1846
Woodstock Corp
Massachusetts
$339K -$82.3K -385 -23%
RRA
1847
Round Rock Advisors
Connecticut
$339K +$278K +1,300 New
SIM
1848
SSI Investment Management
California
$339K -$1.07K -5 -0.4%
AHL
1849
Abel Hall LLC
Louisiana
$338K +$277K +1,297 New
BRM
1850
Boston Research & Management
Massachusetts
$338K