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Name Holding Trade Value Shares
Change
Change in
Stake
GWAG
2451
Garrett Wealth Advisory Group
Texas
$305K +$330K +3,070 New
FCFC
2452
First Commonwealth Financial Corp
Pennsylvania
$305K -$19.8K -184 -6%
GWP
2453
Gateway Wealth Partners
Wisconsin
$305K -$861 -8 -0.3%
MAM
2454
McLean Asset Management
Virginia
$304K -$538 -5 -0.2%
FWP
2455
Falcon Wealth Planning
California
$303K +$13.6K +126 +4%
CFD
2456
Creative Financial Designs
Indiana
$303K +$27.8K +258 +9%
CS
2457
Capital Square
Tennessee
$303K -$10K -93 -3%
EWM
2458
EPG Wealth Management
Georgia
$303K -$329K -3,059 Closed
JJBC
2459
James J. Burns & Company
New York
$303K +$118K +1,099 +56%
FBC
2460
Fairfield, Bush & Co
Connecticut
$303K +$51.5K +478 +19%
SFG
2461
SNS Financial Group
Minnesota
$303K -$34.6K -321 -10%
CG
2462
CFO4Life Group
Texas
$302K -$31.6K -294 -9%
SIM
2463
Stratos Investment Management
Ohio
$302K +$47K +437 +17%
CFO
2464
Custos Family Office
Texas
$301K – – –
KMWM
2465
Keudell/Morrison Wealth Management
Oregon
$301K +$3.88K +36 +1%
ECG
2466
EPIQ Capital Group
California
$300K +$8.61K +80 +3%
KA
2467
Kearns & Associates
California
$300K – – –
MCM
2468
Marathon Capital Management
Maryland
$299K +$10.8K +100 +3%
AGC
2469
Aspen Grove Capital
Colorado
$299K -$4.2K -39 -1%
AWM
2470
Ameliora Wealth Management
Switzerland
$298K – – –
JCP
2471
Jennifer C. Price
$298K – – –
LRIA
2472
Leonard Rickey Investment Advisors
Washington
$298K +$48.2K +448 +18%
DI
2473
DAGCO Inc
Ohio
$298K -$10.8K -100 -3%
AWM
2474
Accurate Wealth Management
Florida
$298K -$46.2K -429 -12%
NECFA
2475
New England Capital Financial Advisors
Connecticut
$297K -$23.7K -220 -7%