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Name Holding Trade Value Shares
Change
Change in
Stake
NFP
2576
Narus Financial Partners
Utah
$304K +$309K +5,459 New
EWP
2577
Engrave Wealth Partners
Texas
$304K -$1.42K -25 -0.5%
FIM
2578
Fernwood Investment Management
Massachusetts
$304K
MCA
2579
Millennium Capital Advisors
Arkansas
$304K +$5.83K +103 +2%
GKWIM
2580
Gerber Kawasaki Wealth & Investment Management
California
$303K -$22.5K -398 -7%
JWA
2581
JFS Wealth Advisors
Pennsylvania
$303K +$45.2K +798 +17%
ANB
2582
Amarillo National Bank
Texas
$302K -$5.21K -92 -2%
FHC
2583
First Heartland Consultants
Missouri
$299K -$168K -2,966 -36%
PHAM
2584
Palisades Hudson Asset Management
Florida
$299K
SIC
2585
Sigma Investment Counselors
Michigan
$298K -$8.26K -146 -3%
PFG
2586
Piershale Financial Group
Illinois
$298K +$57 +1 +0%
FFG
2587
Frisch Financial Group
New York
$297K +$1.36K +24 +0.5%
SFMG
2588
Sage Financial Management Group
Virginia
$297K +$32.8K +580 +12%
LWP
2589
Legacy Wealth Planning
Nevada
$297K +$42.6K +753 +16%
AWM
2590
Aprio Wealth Management
Georgia
$297K +$301K +5,322 New
ACM
2591
Alpha Capital Management
Texas
$296K +$396 +7 +0.1%
FCIM
2592
Fairview Capital Investment Management
California
$296K +$73.9K +1,306 +33%
MCM
2593
Monument Capital Management
Virginia
$295K -$97.7K -1,726 -25%
SMF
2594
Sterling Manor Financial
New York
$295K -$45.4K -802 -13%
HCA
2595
Harbour Capital Advisors
Virginia
$295K
VFG
2596
V2 Financial group
Illinois
$293K -$5.66K -100 -2%
ETIA
2597
Epic Trust Investment Advisors
Washington
$292K +$296K +5,228 New
AFA
2598
American Financial Advisors
Georgia
$291K +$622 +11 +0.2%
BWM
2599
Bulltick Wealth Management
Florida
$291K -$11.3K -200 -4%
SW
2600
SlateStone Wealth
Florida
$289K -$39.4K -696 -12%