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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2726
Intellus Advisors
Florida
$771K +$809K +1,981 New
FC
2727
Fulcrum Capital
Washington
$770K -$45.3K -111 -5%
WIA
2728
Wealthedge Investment Advisors
New York
$770K +$809K +1,980 New
BFG
2729
Bouchey Financial Group
New York
$770K +$174K +427 +28%
PWM
2730
Prentice Wealth Management
New York
$769K +$24.5K +60 +3%
AFT
2731
Alpha Family Trust
California
$768K
BFWA
2732
Benchmark Financial Wealth Advisors
Florida
$768K -$22.5K -55 -3%
BFS
2733
BridgePort Financial Solutions
Iowa
$767K +$803K +1,965 New
SGCA
2734
Steel Grove Capital Advisors
Tennessee
$766K +$106K +259 +15%
HCMG
2735
Howard Capital Management Group
California
$765K
TCM
2736
Tributary Capital Management
Nebraska
$764K -$38.8K -95 -5%
LBC
2737
Leigh Baldwin & Co
New York
$764K +$803K +1,965 New
CFGW
2738
Chancellor Financial Group WB
Pennsylvania
$763K +$801K +1,961 New
BW
2739
Blalock Williams
Alabama
$760K +$798K +1,954 New
EFG
2740
Elm3 Financial Group
Georgia
$760K +$797K +1,952 New
PWMA
2741
Pension & Wealth Management Advisors
Massachusetts
$759K +$67K +164 +9%
BBNB
2742
Baker Boyer National Bank
Washington
$759K -$205K -502 -20%
HA
2743
Helium Advisors
Washington
$759K +$797K +1,951 New
HWM
2744
Hohimer Wealth Management
Washington
$758K +$429K +1,049 +117%
UL
2745
Unionview LLC
Washington
$756K -$4.9K -12 -0.6%
GWM
2746
Gibbs Wealth Management
Georgia
$755K +$171K +418 +27%
SIC
2747
Sterling Investment Counsel
New York
$755K -$974K -2,383 -55%
MHWM
2748
Montz Harcus Wealth Management
Louisiana
$755K +$6.54K +16 +0.8%
DAC
2749
Dividend Assets Capital
South Carolina
$752K +$36.8K +90 +5%
NWA
2750
New World Advisors
Massachusetts
$750K