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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1751
Triangle Securities Wealth Management
North Carolina
$806K +$194K +4,435 +35%
SBF
1752
Sara-Bay Financial
Florida
$805K +$763K +17,394 New
RG
1753
Rikoon Group
New Mexico
$803K -$50.1K -1,142 -6%
RCS
1754
Retirement Capital Strategies
California
$803K
PWA
1755
Providence Wealth Advisors
Illinois
$802K +$16.7K +380 +2%
BCM
1756
Brooktree Capital Management
Michigan
$801K -$5.26K -120 -0.7%
RBFC
1757
Roman Butler Fullerton & Co
Missouri
$799K +$106K +2,423 +16%
VC
1758
Vicus Capital
Pennsylvania
$797K -$37.8K -863 -5%
WFA
1759
Wade Financial Advisory
California
$796K -$90.7K -2,069 -11%
CHP
1760
Cable Hill Partners
Oregon
$793K -$118K -2,699 -14%
CSWG
1761
Cardinal Strategic Wealth Guidance
Kentucky
$792K +$219 +5 +0%
FWP
1762
FAS Wealth Partners
Kansas
$790K -$20.4K -466 -3%
BBL
1763
Beck Bode LLC
Massachusetts
$789K
I2I
1764
Insight 2811 Inc
Illinois
$786K -$274K -6,249 -27%
MWPCG
1765
Measured Wealth Private Client Group
New Hampshire
$786K +$208K +4,751 +39%
LWM
1766
Liberty Wealth Management
California
$782K -$9.16K -209 -1%
CI
1767
CX Institutional
Indiana
$782K +$150K +3,418 +26%
CC
1768
Cadinha & Co
Hawaii
$777K -$103K -2,343 -12%
QT
1769
Quantamental Technologies
New York
$777K +$169K +3,857 +30%
LMAM
1770
Legg Mason Asset Management
Japan
$775K
RA
1771
Rational Advisors
New York
$774K +$728K +16,600 New
RGIA
1772
Rainier Group Investment Advisory
Washington
$773K -$158K -3,593 -18%
TAM
1773
Trust Asset Management
Texas
$769K +$441K +10,051 +156%
RCM
1774
RB Capital Management
Nevada
$768K -$25.6K -584 -3%
APG
1775
Abacus Planning Group
South Carolina
$766K +$77.4K +1,764 +12%