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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1351
Orca Wealth Management
Florida
$319K +$363 +1 +0.1%
FSBI
1352
Fearless Solutions (Best Invest)
Texas
$317K
HPM
1353
Hudson Portfolio Management
New York
$316K
ZIC
1354
ZWJ Investment Counsel
Georgia
$315K +$1.82K +5 +0.5%
LI
1355
LifeWealth Investments
Florida
$315K -$363 -1 -0.1%
FCAS
1356
First Command Advisory Services
Texas
$315K -$176K -484 -33%
CAM
1357
CenterStar Asset Management
Illinois
$314K -$108K -297 -23%
BCG
1358
Breakwater Capital Group
New Jersey
$314K -$3.63K -10 -1%
BCM
1359
Bienville Capital Management
New York
$314K -$81.8K -225 -18%
CWP
1360
Core Wealth Partners
California
$314K +$1.09K +3 +0.3%
CM
1361
Castleark Management
Illinois
$313K
LIM
1362
Loudon Investment Management
New Hampshire
$313K
Fayez Sarofim & Co
1363
Fayez Sarofim & Co
Texas
$313K +$363K +1,000 New
RWPA
1364
Richard W. Paul & Associates
Michigan
$313K +$363K +1,000 New
QPWM
1365
Quadrant Private Wealth Management
Pennsylvania
$312K +$26.2K +72 +8%
AF
1366
Advisornet Financial
Minnesota
$312K -$7.63K -21 -2%
MWP
1367
Meriwether Wealth & Planning
Louisiana
$312K -$727 -2 -0.2%
RPWA
1368
Regent Peak Wealth Advisors
Georgia
$310K +$5.45K +15 +2%
NL
1369
NWAM LLC
Washington
$310K -$1.82K -5 -0.5%
WFI
1370
West Family Investments
California
$309K +$358K +986 New
RWM
1371
RBA Wealth Management
California
$308K
CWG
1372
Cornerstone Wealth Group
North Carolina
$308K +$24.7K +68 +7%
FFS
1373
Founders Financial Securities
Maryland
$308K -$820K -2,257 -70%
PWP
1374
Phillips Wealth Planners
Mississippi
$307K -$109K -299 -23%
NG
1375
Northstar Group
New York
$307K -$6.18K -17 -2%