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Name Holding Trade Value Shares
Change
Change in
Stake
PCMK
2726
Paragon Capital Management (Kansas)
Kansas
$426K -$12.4K -42 -3%
SWRP
2727
Summit Wealth & Retirement Planning
California
$424K -$297K -1,004 -42%
WIM
2728
Westside Investment Management
California
$424K
CWM
2729
Centurion Wealth Management
Virginia
$423K +$17.1K +58 +4%
CASB
2730
Cape Ann Savings Bank
Massachusetts
$422K +$2.07K +7 +0.5%
CF
2731
Corrigan Financial
Rhode Island
$422K -$5.91K -20 -1%
MAC
2732
Mason & Associates (California)
California
$422K +$21.3K +72 +6%
RA
2733
Rational Advisors
New York
$422K +$401K +1,357 New
IAM
2734
Innovis Asset Management
Illinois
$421K -$4.14K -14 -1%
IPW
2735
Impact Partnership Wealth
Georgia
$420K +$400K +1,353 New
GCWM
2736
Graham Capital Wealth Management
District of Columbia
$420K +$5.32K +18 +1%
MRWM
2737
ML&R Wealth Management
Texas
$420K +$1.18K +4 +0.3%
KLI
2738
Kelman-Lazarov Inc
Tennessee
$420K +$46.1K +156 +13%
ABLA
2739
Alan B. Lancz & Associates
Ohio
$419K
AF
2740
AtlasMark Financial
Texas
$419K
SCM
2741
Stonehearth Capital Management
Massachusetts
$419K
SLA
2742
Silver Lake Advisory
Utah
$418K +$295 +1 +0.1%
RCWM
2743
Royal Capital Wealth Management
Indiana
$418K -$282K -956 -42%
EIA
2744
Edgemoor Investment Advisors
Maryland
$417K -$11.8K -40 -3%
MCP
2745
Mirador Capital Partners
California
$417K -$30.1K -102 -7%
BLAM
2746
Bourne Lent Asset Management
New York
$416K
Vanguard Capital Wealth Advisors
2747
Vanguard Capital Wealth Advisors
Colorado
$416K +$156K +529 +65%
IAIM
2748
Industrial Alliance Investment Management
Quebec, Canada
$416K -$22.8M -77,336 -98%
HWM
2749
HFR Wealth Management
New York
$416K
TAM
2750
Titleist Asset Management
Texas
$416K -$20.1K -68 -5%