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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1626
Golden State Wealth Management
California
$313K -$12.9K -143 -4%
SP
1627
Sequent Planning
Nebraska
$312K -$1.89K -21 -0.6%
BWM
1628
BCO Wealth Management
New Mexico
$312K +$25.8K +287 +9%
BI
1629
Ballast Inc
Kentucky
$311K +$44.2K +491 +17%
OWA
1630
One Wealth Advisors
California
$311K -$13.6K -151 -4%
SC
1631
Soundwatch Capital
Connecticut
$310K +$47.2K +525 New
SWMP
1632
Signature Wealth Management Partners
New Jersey
$310K +$311K +3,451 New
OL
1633
OneFund LLC
Florida
$309K -$2.79K -31 -0.9%
HBW
1634
Hazlett, Burt & Watson
West Virginia
$309K +$5.76K +64 +2%
JWCA
1635
J.W. Coons Advisors
Ohio
$309K – – –
NDSI
1636
Newman Dignan & Sheerar Inc
Rhode Island
$309K +$3.15K +35 +1%
JC
1637
Jacobs & Co
California
$307K – – –
VFPW
1638
Vantage Financial Partners (Wisconsin)
Wisconsin
$306K +$5.58K +62 +2%
NP
1639
Nilsine Partners
Colorado
$306K +$12.5K +139 +4%
BG
1640
Bahl & Gaynor
Ohio
$305K -$9.54K -106 -3%
BC
1641
Broadwater Capital
Massachusetts
$305K +$27.1M +301,716 +8,874%
BWCS
1642
Beirne Wealth Consulting Services
Connecticut
$305K – – –
PP
1643
Patron Partners
Texas
$305K -$97.8K -1,087 -24%
SGCA
1644
Steel Grove Capital Advisors
Tennessee
$304K – – –
SSWM
1645
Sheets Smith Wealth Management
North Carolina
$304K -$38.1K -423 -11%
TPW
1646
Talon Private Wealth
Florida
$304K +$71.9K +799 +31%
SPF
1647
South Plains Financial
Texas
$304K +$99.7K +1,108 +49%
MSWA
1648
Marshall & Sterling Wealth Advisors
New York
$304K -$5.22K -58 -2%
AWM
1649
Aviso Wealth Management
Washington
$303K -$23.2K -258 -7%
CPSAC
1650
Chas P. Smith & Associates (CPS)
Florida
$303K -$5.4K -60 -2%
64 65
66
67 68