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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2526
Prentice Wealth Management
New York
$499K +$125K +696 +33%
CCM
2527
Conway Capital Management
California
$498K +$3.6K +20 +0.7%
SFG
2528
SageGuard Financial Group
Tennessee
$498K -$27K -150 -5%
PCS
2529
Personal CFO Solutions
New Jersey
$497K +$23.7K +132 +5%
JEST
2530
JTC Employer Solutions Trustee
Jersey
$497K +$508K +2,826 New
JSL
2531
JT Stratford LLC
Georgia
$497K +$509K +2,830 New
PCM
2532
Perritt Capital Management
Illinois
$496K +$36K +200 +8%
FWP
2533
Firethorn Wealth Partners
Georgia
$496K +$59K +328 +13%
CAIMH
2534
Central Asset Investments & Management Holdings
Hong Kong
$495K -$1.25M -6,970 -71%
WI
2535
WrapManager Inc
California
$495K +$18.3K +102 +4%
NP
2536
Ninepoint Partners
Ontario, Canada
$495K +$506K +2,815 New
RWMH
2537
Riverpoint Wealth Management Holdings
Illinois
$494K +$115K +641 +30%
MTC
2538
McDaniel Terry & Co
Texas
$493K
Wealth Enhancement Advisory Services
2539
Wealth Enhancement Advisory Services
Minnesota
$493K +$28.2K +157 +6%
IWA
2540
Inspirion Wealth Advisors
Illinois
$491K -$15.3K -85 -3%
BEI
2541
Benjamin Edwards Inc
Missouri
$491K +$36.9K +205 +8%
CFN
2542
Cordasco Financial Network
Florida
$489K
AR
2543
Advisory Research
Illinois
$488K -$342K -1,900 -41%
AWM
2544
Avondale Wealth Management
Texas
$488K +$396K +2,200 +382%
LA
2545
Latitude Advisors
Florida
$487K +$28.6K +159 +6%
TFF
2546
The Family Firm
Maryland
$486K +$8.09K +45 +2%
PIM
2547
Progressive Investment Management
Oregon
$485K
PBO
2548
Peoples Bank (Ohio)
Ohio
$484K -$31.5K -175 -6%
BFWA
2549
Benchmark Financial Wealth Advisors
Florida
$481K -$87.4K -486 -15%
IF
2550
IRON Financial
Illinois
$480K -$15.6K -87 -3%