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Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
1526
B.O.S.S. Retirement Advisors
Utah
$421K +$60.2K +197 +18%
CA
1527
Calton & Associates
Florida
$419K +$150K +492 +64%
DWM
1528
Drive Wealth Management
Utah
$418K +$306 +1 +0.1%
CWP
1529
Cyndeo Wealth Partners
Florida
$417K +$385K +1,259 New
LJHT
1530
Laurie J. Hall Trustee
$417K – – –
LAS
1531
LWM Advisory Services
Florida
$417K +$384K +1,257 New
AWA
1532
Arbor Wealth Advisors
Michigan
$416K – – –
HP
1533
Hilltop Partners
Indiana
$415K – – –
SIC
1534
Shoker Investment Counsel
Ohio
$414K – – –
FSA
1535
Fort Sheridan Advisors
Illinois
$414K +$382K +1,249 New
CAWM
1536
Capital Advisors Wealth Management
Washington
$414K – – –
MC
1537
Machina Capital
France
$411K -$48.6K -159 -11%
IWP
1538
Invenio Wealth Partners
Florida
$411K – – –
CWM
1539
Connecticut Wealth Management
Connecticut
$408K -$31.2K -102 -8%
OCM
1540
Objective Capital Management
Ohio
$407K +$376K +1,229 New
CH
1541
Cromwell Holdings
Wyoming
$407K – – –
HPA
1542
High Probability Advisors
New York
$406K – – –
CA
1543
Crumly & Associates
Illinois
$406K +$17.1K +56 +5%
CC
1544
Callan Capital
California
$405K +$17.1K +56 +5%
LC
1545
Lincoln Capital
Nebraska
$405K +$18.3K +60 +5%
Callan Family Office
1546
Callan Family Office
Pennsylvania
$404K +$169K +554 +83%
III
1547
Independent Investors Inc
New York
$403K – – –
SSWM
1548
Strait & Sound Wealth Management
California
$401K -$27.5K -90 -7%
CCFCSB
1549
Cape Cod Five Cents Savings Bank
Massachusetts
$399K -$13.7K -45 -4%
SFG
1550
Sovereign Financial Group
Connecticut
$399K +$30.6K +100 +9%