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Name Holding Trade Value Shares
Change
Change in
Stake
LOWM
2176
Laurel Oak Wealth Management
New Jersey
$853K +$822K +11,077 New
BIG
2177
Brookwood Investment Group
Arizona
$853K -$679K -9,151 -45%
STA
2178
Smith Thornton Advisors
Alabama
$852K +$12.1K +163 +1%
BM
2179
Berman McAleer
Maryland
$852K -$84.6K -1,140 -9%
DA
2180
Doliver Advisors
Texas
$849K -$112K -1,507 -12%
HSWM
2181
Hubbell Strickland Wealth Management
Louisiana
$847K +$2K +27 +0.2%
WAL
2182
W Advisors LLC
Tennessee
$846K +$74 +1 +0%
SFG
2183
Sunburst Financial Group
Alabama
$845K +$13.1K +176 +2%
BFWA
2184
Benchmark Financial Wealth Advisors
Florida
$845K +$38.7K +522 +5%
GGA
2185
Granite Group Advisors
Connecticut
$844K -$9.79K -132 -1%
SCP
2186
Sivia Capital Partners
California
$843K +$33.5K +452 +4%
BFA
2187
Beaumont Financial Advisors
Massachusetts
$841K +$93.4K +1,259 +13%
BW
2188
BXM Wealth
Colorado
$841K +$1.21M +16,268 +109%
BFC
2189
Blue Fin Capital
Rhode Island
$840K -$65.4K -882 -7%
ME
2190
McIlrath & Eck
Washington
$839K +$20.5K +276 +3%
CWM
2191
Circle Wealth Management
New Jersey
$838K -$14K -189 -2%
HIA
2192
HFM Investment Advisors
New Jersey
$838K +$6.31K +85 +0.8%
PFP
2193
Paragon Financial Partners
California
$837K
PIA
2194
Powell Investment Advisors
Florida
$836K
AFPL
2195
Advus Financial Partners, LLC
Florida
$835K +$29.2K +394 +4%
OBWG
2196
Onyx Bridge Wealth Group
New York
$832K -$8.24K -111 -1%
PPWM
2197
Paragon Private Wealth Management
Kentucky
$832K +$149K +2,014 +23%
CIC
2198
Chilton Investment Company
Connecticut
$831K +$101K +1,365 +14%
JEST
2199
JTC Employer Solutions Trustee
Jersey
$829K
FAL
2200
Focused Alpha LLC
Colorado
$829K +$798K +10,757 New