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Name Holding Trade Value Shares
Change
Change in
Stake
BW
2101
Basepoint Wealth
Iowa
$687K -$26.5K -430 -4%
Members Trust
2102
Members Trust
Florida
$686K +$111K +1,810 +19%
BWA
2103
Bordeaux Wealth Advisors
California
$686K -$6.03K -98 -0.9%
CF
2104
Cyr Financial
Illinois
$686K +$32.4K +527 +5%
LSPW
2105
Lake Street Private Wealth
Illinois
$686K -$6.96K -113 -1%
RA
2106
Rise Advisors
New York
$685K +$73.1K +1,188 +12%
FMP
2107
Financial Management Professionals
Texas
$685K +$25.6K +416 +4%
MWM
2108
Mindset Wealth Management
Indiana
$684K +$84.8K +1,378 +14%
HCMG
2109
Howard Capital Management Group
California
$682K -$36.9K -600 -5%
RWI
2110
Red Wave Investments
Pennsylvania
$681K +$369 +6 +0.1%
MWA
2111
Medallion Wealth Advisors
Connecticut
$681K +$45.1K +732 +7%
GAMC
2112
Garner Asset Management Corp
Texas
$680K -$71.1K -1,155 -9%
AFG
2113
Allegheny Financial Group
Pennsylvania
$680K -$28.4K -461 -4%
NAMM
2114
NorthStar Asset Management (Massachusetts)
Massachusetts
$679K -$105K -1,698 -13%
DOA
2115
D'Orazio & Associates
Virginia
$678K +$59.8K +972 +10%
SP
2116
Stonebrook Private
Michigan
$677K +$308 +5 +0%
SFG
2117
Sunburst Financial Group
Alabama
$676K -$111K -1,804 -14%
EMC
2118
Everest Management Corp
California
$674K +$672K +10,916 New
KW
2119
Keyvantage Wealth
Pennsylvania
$673K +$3.45K +56 +0.5%
HSWM
2120
Hubbell Strickland Wealth Management
Louisiana
$673K +$1.91K +31 +0.3%
JWBC
2121
J.W. Burns & Co
New York
$671K +$6.53K +106 +1%
PFP
2122
Paragon Financial Partners
California
$671K
PIA
2123
Powell Investment Advisors
Florida
$670K
VAM
2124
Verity Asset Management
North Carolina
$669K
AIS
2125
American Investment Services
Massachusetts
$668K -$1.78K -29 -0.3%