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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1901
Lakeridge Wealth Management
Ohio
$341K +$2.85K +8 +0.8%
PA
1902
Probity Advisors
Texas
$341K -$2.85K -8 -0.8%
SWA
1903
Stratos Wealth Advisors
Ohio
$340K -$17.1K -48 -5%
RW
1904
Rede Wealth
Virginia
$340K
TDC
1905
Thompson Davis & Co
Virginia
$340K
PS
1906
Portfolio Strategies
New York
$340K +$338K +950 New
JCM
1907
Jacobsen Capital Management
Utah
$339K +$7.12K +20 +2%
SWMG
1908
Sanchez Wealth Management Group
Florida
$338K +$1.07K +3 +0.3%
BWM
1909
BKM Wealth Management
Wisconsin
$337K
HC
1910
Headland Capital
South Carolina
$337K +$73.7K +207 +28%
BL
1911
Balentine LLC
Georgia
$337K -$9.25K -26 -3%
HCA
1912
Harbour Capital Advisors
Virginia
$336K +$7.12K +20 +3%
JF
1913
Joule Financial
Kentucky
$334K -$5.34K -15 -2%
JFGLC
1914
Johnson Financial Group LLC (Colorado)
Colorado
$334K +$332K +933 New
NHC
1915
Nicholas Hoffman & Company
Georgia
$332K -$8.54K -24 -3%
MEG
1916
Millstone Evans Group
Colorado
$332K +$13.9K +39 +4%
QFW
1917
QTR Family Wealth
Florida
$330K -$11.4K -32 -4%
WDA
1918
Wendell David Associates
New Hampshire
$330K
CFO
1919
Collective Family Office
Pennsylvania
$330K -$361K -1,015 -52%
TW
1920
TritonPoint Wealth
Maryland
$329K -$2.13K -6 -0.6%
JRPCML
1921
J. R. Prunier Capital Management LLC
Massachusetts
$329K -$283K -795 -46%
FCM
1922
Fourpath Capital Management
Oklahoma
$329K +$22.8K +64 +7%
EWM
1923
Endowment Wealth Management
Wisconsin
$328K +$38.1K +107 +13%
AIFAIM
1924
American Institute for Advanced Investment Management
Arizona
$328K
SCM
1925
SCS Capital Management
Massachusetts
$324K -$86.1K -242 -21%