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Name Holding Trade Value Shares
Change
Change in
Stake
UWM
2426
USAdvisors Wealth Management
Minnesota
$369K +$353K +1,105 New
EC
2427
EdgeRock Capital
Colorado
$368K +$49.8K +156 +16%
FPGK
2428
Financial Partners Group (Kansas)
Kansas
$368K -$101K -316 -22%
FAG
2429
Fortitude Advisory Group
Washington
$368K -$51.1K -160 -13%
BI
2430
Bramshill Investments
Florida
$368K
GS
2431
GWN Securities
Florida
$367K +$351K +1,100 New
CWA
2432
Consilio Wealth Advisors
Washington
$366K +$17.9K +56 +5%
KFC
2433
Klingenstein Fields & Co
New York
$365K -$5.75K -18 -2%
SIC
2434
Shoker Investment Counsel
Ohio
$365K
MCM
2435
Mengis Capital Management
Oregon
$364K
CCFM
2436
Clear Creek Financial Management
Washington
$364K +$347K +1,087 New
CT
2437
Colonial Trust
South Carolina
$363K +$6.7K +21 +2%
RIA
2438
Regal Investment Advisors
Michigan
$363K -$34.5K -108 -9%
BWG
2439
Balanced Wealth Group
Ohio
$363K +$957 +3 +0.3%
NFG
2440
Nadler Financial Group
Illinois
$362K
FWM
2441
Forza Wealth Management
Florida
$362K +$30K +94 +10%
AG
2442
AmeriFlex Group
Nevada
$362K +$338K +1,059 New
HA
2443
Helium Advisors
Washington
$362K +$345K +1,082 New
LAM
2444
Lifestyle Asset Management
Texas
$361K -$1.28K -4 -0.4%
JF
2445
Jump Financial
Illinois
$361K +$345K +1,081 New
SAM
2446
Synergy Asset Management
Washington
$361K +$376K +1,178 New
WRM
2447
Weybosset Research & Management
Rhode Island
$359K
NICM
2448
Neo Ivy Capital Management
New York
$359K +$343K +1,074 New
MMM
2449
Mendel Money Management
Illinois
$359K
MWM
2450
Marion Wealth Management
Pennsylvania
$358K +$52.7K +165 +18%