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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2726
Bullock Wealth Management
Indiana
$255K -$7.04K -67 -3%
ACG
2727
Allen Capital Group
Nebraska
$254K -$18.2K -173 -7%
RWA
2728
Redmont Wealth Advisors
Illinois
$254K – – –
CB
2729
Centennial Bank
Arkansas
$254K – – –
HIF
2730
Hill Island Financial
Michigan
$254K -$20.1K -191 -8%
CRI
2731
Colonial River Investments
Virginia
$253K +$239K +2,276 New
RTC
2732
Real Talk Capital
Tennessee
$253K +$239K +2,275 New
FFWM
2733
Future Financial Wealth Management
Ohio
$253K +$1.05K +10 +0.4%
BFM
2734
Boothbay Fund Management
New York
$253K +$239K +2,271 New
USB
2735
Union Savings Bank
Connecticut
$253K -$55.9K -532 -19%
CPA
2736
Cardiff Park Advisors
California
$253K -$36.8K -350 -13%
CIAS
2737
CFS Investment Advisory Services
New Jersey
$252K +$237K +2,259 New
GC
2738
Garde Capital
Washington
$251K -$202K -1,925 -46%
Cohen & Steers
2739
Cohen & Steers
New York
$251K +$12K +114 +5%
YWM
2740
Yoder Wealth Management
California
$251K +$16.9K +161 +8%
SAM
2741
S.A. Mason
Michigan
$251K – – –
CWP
2742
CFM Wealth Partners
Texas
$250K -$14.6K -139 -6%
FWM
2743
Fairhaven Wealth Management
Illinois
$249K -$11.8K -112 -5%
CWA
2744
Centerline Wealth Advisors
Kentucky
$249K +$235K +2,236 New
SAM
2745
Sherman Asset Management
California
$249K +$234K +2,232 New
HA
2746
Hofer & Associates
California
$248K -$13.8K -131 -6%
IP
2747
Ignite Planners
California
$247K -$1.37K -13 -0.6%
NFA
2748
Northern Financial Advisors
Michigan
$247K -$70.7K -673 -23%
CCM
2749
Conway Capital Management
California
$247K -$10.5K -100 -4%
KIM
2750
Karpus Investment Management
New York
$247K – – –