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Name Holding Trade Value Shares
Change
Change in
Stake
NG
2801
Novem Group
New York
$226K +$189K +1,823 New
AIA
2802
AIMZ Investment Advisors
California
$226K +$189K +1,822 New
NRI
2803
NFP Retirement Inc
California
$225K +$189K +1,818 New
CSPIA
2804
Cary Street Partners Investment Advisory
Virginia
$225K -$4.16K -40 -2%
KWM
2805
Kingsman Wealth Management
Florida
$225K +$189K +1,815 New
TCWM
2806
Total Clarity Wealth Management
Illinois
$225K +$188K +1,814 New
EWA
2807
Evolution Wealth Advisors
Florida
$225K -$39K -375 -17%
BCMLT
2808
Beacon Capital Management LLC (Tennessee)
Tennessee
$224K +$1.77K +17 +0.9%
DA
2809
Drake & Associates
Wisconsin
$224K +$187K +1,803 New
CCM
2810
Compass Capital Management
Minnesota
$223K -$192K -1,852 -51%
BCM
2811
Bluefin Capital Management
New York
$223K +$187K +1,800 New
FAM
2812
Flaharty Asset Management
Florida
$223K -$26.6K -256 -12%
TFA
2813
Teamwork Financial Advisors
Texas
$223K +$187K +1,795 New
WWA
2814
Wingate Wealth Advisors
Massachusetts
$222K +$186K +1,794 New
GG
2815
Greenwood Gearhart
Arkansas
$222K -$52.1K -501 -22%
LWM
2816
Laidlaw Wealth Management
New York
$222K +$186K +1,788 New
CS
2817
Crescent Sterling
Louisiana
$221K +$185K +1,784 New
OCPWS
2818
One Charles Private Wealth Services
Massachusetts
$221K +$185K +1,784 New
JWM
2819
Jessup Wealth Management
Ohio
$220K +$185K +1,777 New
RWI
2820
Red Wave Investments
Pennsylvania
$220K +$184K +1,773 New
IPW
2821
Impact Partnership Wealth
Georgia
$220K +$184K +1,771 New
HWA
2822
Hilltop Wealth Advisors
North Carolina
$219K +$184K +1,770 New
PDM
2823
Penn Davis McFarland
Texas
$219K +$183K +1,766 New
BB
2824
Bell Bank
North Dakota
$219K +$183K +1,765 New
NEWAS
2825
N.E.W. Advisory Services
Wisconsin
$219K -$12.5K -120 -6%