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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2301
SP Asset Management
California
$757K +$29.6K +378 +4%
MWM
2302
Manske Wealth Management
Texas
$757K -$9.94K -127 -1%
GD
2303
Grandfield & Dodd
New York
$756K -$17.6K -225 -2%
CH
2304
Canton Hathaway
Rhode Island
$756K
QFA
2305
Quantum Financial Advisors
California
$755K +$65K +830 +9%
PRTG
2306
Post Resch Tallon Group
New York
$754K -$40.4K -516 -5%
SMBT
2307
Southern Michigan Bank & Trust
Michigan
$754K +$761K +9,720 New
PWM
2308
Partnership Wealth Management
Maryland
$753K
IF
2309
Integrity Financial
Wyoming
$752K -$548 -7 -0.1%
CA
2310
Calton & Associates
Florida
$749K -$188K -2,403 -20%
NAS
2311
NWF Advisory Services
California
$749K -$42.7K -546 -5%
FBB
2312
Fulton Breakefield Broenniman
Maryland
$748K +$136K +1,732 +22%
FPGK
2313
Financial Partners Group (Kansas)
Kansas
$747K
BWG
2314
Beta Wealth Group
California
$747K +$39.5K +504 +6%
OWA
2315
One Wealth Advisors
California
$747K -$8.06K -103 -1%
PWMA
2316
Pension & Wealth Management Advisors
Massachusetts
$743K -$4.78K -61 -0.6%
WCG
2317
Weaver Consulting Group
California
$743K -$157 -2 -0%
SPW
2318
Signet Private Wealth
Illinois
$743K +$1.57K +20 +0.2%
EWM
2319
Edge Wealth Management
New York
$743K +$51.7K +660 +7%
MWM
2320
Mindset Wealth Management
Indiana
$740K +$3.13K +40 +0.4%
NFG
2321
Nadler Financial Group
Illinois
$740K -$66.6K -851 -8%
ZCP
2322
Z3 Capital Partners
Virginia
$737K -$58.5K -747 -7%
TC
2323
TFR Capital
Texas
$735K +$54.2K +692 +8%
PAM
2324
PCG Asset Management
New Jersey
$734K -$52.8K -675 -7%
SPW
2325
Sonoma Private Wealth
California
$733K -$26.7K -341 -3%