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Name Holding Trade Value Shares
Change
Change in
Stake
SP
3126
Sequent Planning
Nebraska
$357K +$2.19K +14 +0.7%
SPL
3127
Smart Portfolios LLC
Washington
$356K +$6.11K +39 +2%
SWP
3128
Summit Wealth Partners
Florida
$356K +$7.83K +50 +2%
DWM
3129
Denver Wealth Management
Colorado
$356K +$2.19K +14 +0.7%
PIFP
3130
Partners in Financial Planning
Virginia
$355K +$157 +1 +0%
HWM
3131
Heirloom Wealth Management
Colorado
$355K -$101K -643 -23%
PWM
3132
Partners Wealth Management
California
$355K -$9.24K -59 -3%
KCM
3133
Kendall Capital Management
Maryland
$354K – – –
WAM
3134
WealthTrust Asset Management
Florida
$354K -$95.3K -609 -22%
IPW
3135
Intergy Private Wealth
Colorado
$354K +$54.3K +347 +20%
IA
3136
Inspire Advisors
Idaho
$354K -$374K -2,386 -53%
CM
3137
Columbus Macro
Pennsylvania
$353K -$13.3K -85 -4%
WB
3138
West Bancorporation
Iowa
$352K – – –
GSWM
3139
Greenup Street Wealth Management
Michigan
$351K -$21.1K -135 -6%
JJBC
3140
James J. Burns & Company
New York
$351K +$6.26K +40 +2%
GC
3141
Guidance Capital
Kentucky
$351K -$16.6K -106 -4%
RIM
3142
Reliant Investment Management
Tennessee
$350K +$49.3K +315 +18%
LEA
3143
Legacy Edge Advisors
New York
$349K – – –
CBOR
3144
Community Bank of Raymore
Missouri
$349K – – –
SCA
3145
Sulzberger Capital Advisors
Florida
$349K -$11K -70 -3%
Driehaus Capital Management
3146
Driehaus Capital Management
Illinois
$349K +$326K +2,084 New
HCM
3147
Hilton Capital Management
New York
$348K +$326K +2,083 New
GAM
3148
Gould Asset Management
California
$348K +$46K +294 +16%
RPCA
3149
Running Point Capital Advisors
California
$348K +$97.7K +624 +43%
JBA
3150
Johnson Bixby & Associates
Washington
$348K +$313 +2 +0.1%