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Name Holding Trade Value Shares
Change
Change in
Stake
WMP
1126
Wealth Management Partners
Arizona
$205K -$14.5K -1,200 -7%
CCG
1127
Catalina Capital Group
California
$205K +$187K +15,408 New
LGWM
1128
Litman Gregory Wealth Management
California
$204K -$24.2K -2,000 -12%
WWC
1129
Waypoint Wealth Counsel
Georgia
$204K +$6.05K +499 +3%
GL
1130
Graypoint LLC
New York
$204K +$50K +4,124 +37%
PWMG
1131
Pinnacle Wealth Management Group
Michigan
$203K
NAM
1132
NorthCrest Asset Manangement
Minnesota
$203K -$34.1K -2,810 -16%
PCM
1133
Parsons Capital Management
Rhode Island
$203K -$26K -2,143 -12%
BCMLT
1134
Beacon Capital Management LLC (Tennessee)
Tennessee
$202K -$6.95K -573 -4%
FSA
1135
Financial Sense Advisors
California
$201K -$7.48K -617 -4%
GEA
1136
Glen Eagle Advisors
New Jersey
$201K -$1.31K -108 -0.7%
EA
1137
Eudaimonia Advisors
Tennessee
$200K +$183K +15,088 New
RCI
1138
RS Crum Inc
California
$200K +$2.04K +168 +1%
SIC
1139
Sigma Investment Counselors
Michigan
$198K -$97 -8 -0.1%
BW
1140
Bison Wealth
Georgia
$198K +$970 +80 +0.5%
TFS
1141
Thoroughbred Financial Services
Tennessee
$198K -$115K -9,498 -39%
EFG
1142
Ethos Financial Group
Pennsylvania
$198K +$18.8K +1,552 +12%
FLPIM
1143
F.L. Putnam Investment Management
Massachusetts
$198K -$222K -18,320 -55%
SC
1144
SouthState Corp
Florida
$197K -$133 -11 -0.1%
LWM
1145
Lyell Wealth Management
California
$197K +$303 +25 +0.2%
NIM
1146
Northeast Investment Management
Massachusetts
$197K +$179K +14,805 New
HWA
1147
HHM Wealth Advisors
Tennessee
$197K -$4.63K -382 -3%
PFPT
1148
Pinnacle Financial Partners (Tennessee)
Tennessee
$195K
TF
1149
Tompkins Financial
New York
$195K -$16.2K -1,336 -8%
SWM
1150
Sugarloaf Wealth Management
Georgia
$195K -$21.9K -1,807 -11%