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Name Holding Trade Value Shares
Change
Change in
Stake
NPFS
2951
Novak & Powell Financial Services
Florida
$369K +$705 +5 +0.2%
BWS
2952
Broadway Wealth Solutions
Texas
$368K +$17.8K +126 +5%
DWA
2953
Delos Wealth Advisors
Texas
$367K +$141 +1 +0%
LG
2954
Leuthold Group
Minnesota
$366K +$361K +2,559 New
ACL
2955
Applied Capital LLC
Florida
$366K +$360K +2,555 New
JF
2956
JSF Financial
California
$366K +$36.1K +256 +11%
LAS
2957
LWM Advisory Services
Florida
$365K -$7.05K -50 -2%
PWP
2958
Precedent Wealth Partners
Texas
$365K +$8.74K +62 +2%
MWP
2959
Madison Wealth Partners
Wisconsin
$365K +$282 +2 +0.1%
TCM
2960
TD Capital Management
Tennessee
$365K +$208K +1,476 +138%
LF
2961
Lee Financial
Texas
$365K -$112K -797 -24%
AT
2962
American Trust
Kentucky
$365K +$116K +821 +48%
KA
2963
Kooman & Associates
Pennsylvania
$364K -$5.78K -41 -2%
BAS
2964
Brueske Advisory Services
Washington
$362K -$12.1K -86 -3%
SA
2965
SRH Advisors
Kansas
$362K – – –
RIA
2966
Richwood Investment Advisors
Ohio
$362K -$15.1K -107 -4%
ZI
2967
ZEGA Investments
Florida
$362K -$35K -248 -9%
LWM
2968
LongView Wealth Management
Georgia
$361K -$93.9K -666 -21%
RBFC
2969
Roman Butler Fullerton & Co
Missouri
$361K -$24.7K -175 -7%
DO
2970
denkapparat Operations
Germany
$361K -$390K -2,764 -52%
JSL
2971
JT Stratford LLC
Georgia
$361K -$67.2K -477 -16%
CPC
2972
Congress Park Capital
New York
$360K -$156K -1,110 -31%
SSW
2973
Smith Shellnut Wilson
Mississippi
$360K -$115K -813 -24%
BW
2974
Basepoint Wealth
Iowa
$360K +$10.9K +77 +3%
W
2975
WPWealth
Texas
$360K +$354K +2,511 New