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Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
2701
Brown Miller Wealth Management
Virginia
$739K +$498K +1,279 +174%
PWM
2702
Prentice Wealth Management
New York
$738K +$14.4K +37 +2%
S
2703
Sunpointe
Missouri
$738K -$342K -877 -30%
TWM
2704
TriaGen Wealth Management
California
$735K -$77.9K -200 -9%
BAMCO Inc
2705
BAMCO Inc
New York
$733K
WAM
2706
WNY Asset Management
New York
$731K +$91.2K +234 +13%
SFC
2707
SYM Financial Corp
Indiana
$730K -$2.73K -7 -0.4%
KBFS
2708
Kohmann Bosshard Financial Services
Ohio
$729K +$41.3K +106 +6%
MPWS
2709
McCarter Private Wealth Services
Massachusetts
$729K +$71.3K +183 +10%
FIC
2710
FCG Investment Company
Tennessee
$727K -$1.27M -3,266 -62%
LWAM
2711
Legacy Wealth Asset Management
Minnesota
$727K -$10.1K -26 -1%
BFS
2712
BridgePort Financial Solutions
Iowa
$727K +$7.79K +20 +1%
BFG
2713
Bouchey Financial Group
New York
$727K +$2.34K +6 +0.3%
DAC
2714
Dividend Assets Capital
South Carolina
$727K +$19.5K +50 +3%
TAM
2715
Tucker Asset Management
Colorado
$727K -$100K -257 -11%
VC
2716
Vicus Capital
Pennsylvania
$727K +$44.8K +115 +6%
IA
2717
Intellus Advisors
Florida
$726K +$390 +1 +0.1%
TFP
2718
Tilia Fiduciary Partners
North Carolina
$726K -$69K -177 -8%
MPCL
2719
My Personal CFO LLC
Washington
$725K -$5.46K -14 -0.7%
SB
2720
Sunflower Bank
Texas
$725K -$8.18K -21 -1%
CIS
2721
Custom Index Systems
New York
$724K -$12.1K -31 -2%
AFT
2722
Alpha Family Trust
California
$724K
HCMG
2723
Howard Capital Management Group
California
$721K
BF
2724
Brogan Financial
Tennessee
$720K +$240K +616 +46%
SCA
2725
Sandy Cove Advisors
Massachusetts
$719K +$23K +59 +3%