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Name Holding Trade Value Shares
Change
Change in
Stake
VAM
2326
Verity Asset Management
North Carolina
$723K +$49.8K +277 +7%
MF
2327
Manchester Financial
California
$723K +$60.4K +336 +9%
5L
2328
55I LLC
Massachusetts
$723K +$207K +1,151 +39%
MSFP
2329
Mark Sheptoff Financial Planning
Connecticut
$719K
MAWCM
2330
Mine & Arao Wealth Creation & Management
California
$718K
BFS
2331
Bickling Financial Services
Massachusetts
$713K +$201K +1,120 +38%
WCM
2332
Weld Capital Management
New York
$711K -$1.05M -5,850 -59%
MIG
2333
McGuire Investment Group
Rhode Island
$711K +$87.6K +487 +14%
CCM
2334
Campbell Capital Management
Florida
$711K +$450K +2,500 +162%
Vanguard Capital Wealth Advisors
2335
Vanguard Capital Wealth Advisors
Colorado
$709K -$31.3K -174 -4%
WWA
2336
WC Walker & Associates
California
$708K -$78.1K -434 -10%
WA
2337
Waverly Advisors
Alabama
$708K -$5.22K -29 -0.7%
GWM
2338
Greenhouse Wealth Management
Connecticut
$706K
ACM
2339
AlphaStar Capital Management
North Carolina
$705K +$130K +725 +22%
PAS
2340
Professional Advisory Services
Florida
$703K
MCM
2341
McRae Capital Management
New Jersey
$702K -$8.99K -50 -1%
AFAS
2342
Acorn Financial Advisory Services
Virginia
$702K +$75K +417 +12%
HC
2343
HNP Capital
New York
$699K
VRM
2344
Vectors Research Management
New York
$699K
SWA
2345
Sutton Wealth Advisors
Florida
$698K
NEWAS
2346
N.E.W. Advisory Services
Wisconsin
$698K +$12.9K +72 +2%
VWM
2347
Venturi Wealth Management
Texas
$697K -$119K -661 -14%
BWM
2348
BCS Wealth Management
Tennessee
$693K +$94.4K +525 +15%
RIG
2349
Renaissance Investment Group
Massachusetts
$692K -$210K -1,168 -23%
SS
2350
Sunbelt Securities
Texas
$692K -$37.2K -207 -5%