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Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
1526
B.O.S.S. Retirement Advisors
Utah
$403K -$93.4K -323 -26%
NL
1527
NWAM LLC
Washington
$403K -$207K -714 -43%
FG
1528
Foster Group
Iowa
$403K +$270K +934 New
TWM
1529
Thryve Wealth Management
Texas
$403K +$270K +933 New
AOWM
1530
Asset One Wealth Management
Washington
$400K -$96.6K -334 -26%
PFA
1531
Perryman Financial Advisory
Texas
$398K +$267K +922 New
CFB
1532
Cullen/Frost Bankers
Texas
$396K +$115K +398 +76%
FPCP
1533
Fort Point Capital Partners
California
$392K +$263K +908 New
IA
1534
Insight Advisors
Pennsylvania
$391K +$262K +906 New
CMBA
1535
C.M. Bidwell & Associates
Hawaii
$390K -$7.23K -25 -3%
MAM
1536
Milestone Asset Management
Pennsylvania
$390K +$261K +904 New
CWIG
1537
Chung Wu Investment Group
Texas
$388K +$260K +900 New
PAM
1538
Peak Asset Management
Colorado
$388K +$260K +900 New
ICP
1539
Impact Capital Partners
Colorado
$384K +$258K +891 New
FFA
1540
Florida Financial Advisors
Florida
$384K +$257K +890 New
FNFDCM
1541
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$383K +$257K +888 New
TIA
1542
Tiemann Investment Advisors
California
$382K +$256K +886 New
FWP
1543
Flatrock Wealth Partners
California
$381K +$256K +884 New
BIM
1544
Barton Investment Management
Pennsylvania
$378K +$253K +875 New
KA
1545
Klingman & Associates
New York
$375K +$252K +870 New
LBC
1546
Lowe Brockenbrough & Co
Virginia
$375K +$251K +868 New
TVPW
1547
Third View Private Wealth
Connecticut
$374K +$251K +867 New
DA
1548
Detalus Advisors
Missouri
$373K -$268K -925 -52%
TSMHT
1549
Thurston Springer Miller Herd & Titak
Indiana
$373K -$197K -682 -44%
MA
1550
MJP Associates
Connecticut
$371K -$214K -741 -46%