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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1851
Palumbo Wealth Management
New York
$778K +$55.2K +1,050 +8%
NWA
1852
New World Advisors
Massachusetts
$778K +$772K +14,674 New
LCM
1853
LCM Capital Management
Illinois
$775K -$13.8K -262 -2%
RM
1854
Resource Management
Louisiana
$774K +$138K +2,616 +22%
AI
1855
ArchPoint Investors
Florida
$772K -$1.15M -21,905 -60%
PG
1856
Prostatis Group
Maryland
$771K +$765K +14,550 New
CC
1857
Cornerstone Capital
California
$771K +$6.94K +132 +0.9%
CFFP
1858
Center for Financial Planning
Michigan
$770K -$15.4K -293 -2%
CPA
1859
Clear Perspective Advisors
Illinois
$770K -$4.16K -79 -0.5%
BL
1860
Balentine LLC
Georgia
$770K +$271K +5,145 +55%
ADMI
1861
Albert D. Mason Inc
Massachusetts
$768K -$1.58K -30 -0.2%
LIG
1862
Lokken Investment Group
Delaware
$768K +$52.6K +999 +7%
RCS
1863
Retirement Capital Strategies
California
$767K
HWMA
1864
Heritage Wealth Management (Arizona)
Arizona
$764K +$10.5K +200 +1%
CT
1865
Clearstead Trust
Maine
$762K -$329K -6,247 -43%
GCM
1866
Gibraltar Capital Management
Oklahoma
$759K +$64.1K +1,218 +9%
GFPC
1867
Global Financial Private Client
Florida
$758K +$90.7K +1,725 +14%
WWM
1868
Windsor Wealth Management
Indiana
$757K -$83.2K -1,581 -10%
MA
1869
Mezzasalma Advisors
New Jersey
$756K +$526 +10 +0.1%
TWP
1870
Tempus Wealth Planning
California
$755K +$749K +14,244 New
Members Trust
1871
Members Trust
Florida
$753K +$14.3K +272 +2%
WDC
1872
Woodward Diversified Capital
California
$752K -$86.8K -1,651 -10%
BC
1873
Burleson & Co
California
$745K +$947 +18 +0.1%
CWA
1874
Clarity Wealth Advisors
California
$744K -$28.4K -539 -4%
CA
1875
Cornerstone Advisory
Maryland
$741K +$323K +6,137 +78%