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Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
2726
Private Capital Management (Colorado)
Colorado
$773K -$706K -1,728 -47%
BWM
2727
BCS Wealth Management
Tennessee
$771K +$810K +1,983 New
IA
2728
Intellus Advisors
Florida
$771K +$809K +1,981 New
FC
2729
Fulcrum Capital
Washington
$770K -$45.3K -111 -5%
WIA
2730
Wealthedge Investment Advisors
New York
$770K +$809K +1,980 New
BFG
2731
Bouchey Financial Group
New York
$770K +$174K +427 +28%
PWM
2732
Prentice Wealth Management
New York
$769K +$24.5K +60 +3%
AFT
2733
Alpha Family Trust
California
$768K – – –
BFWA
2734
Benchmark Financial Wealth Advisors
Florida
$768K -$22.5K -55 -3%
BFS
2735
BridgePort Financial Solutions
Iowa
$767K +$803K +1,965 New
SGCA
2736
Steel Grove Capital Advisors
Tennessee
$766K +$106K +259 +15%
HCMG
2737
Howard Capital Management Group
California
$765K – – –
TCM
2738
Tributary Capital Management
Nebraska
$764K -$38.8K -95 -5%
LBC
2739
Leigh Baldwin & Co
New York
$764K +$803K +1,965 New
CFGW
2740
Chancellor Financial Group WB
Pennsylvania
$763K +$801K +1,961 New
BW
2741
Blalock Williams
Alabama
$760K +$798K +1,954 New
EFG
2742
Elm3 Financial Group
Georgia
$760K +$797K +1,952 New
PWMA
2743
Pension & Wealth Management Advisors
Massachusetts
$759K +$67K +164 +9%
BBNB
2744
Baker Boyer National Bank
Washington
$759K -$205K -502 -20%
HA
2745
Helium Advisors
Washington
$759K +$797K +1,951 New
HWM
2746
Hohimer Wealth Management
Washington
$758K +$429K +1,049 +117%
UL
2747
Unionview LLC
Washington
$756K -$4.9K -12 -0.6%
GWM
2748
Gibbs Wealth Management
Georgia
$755K +$171K +418 +27%
SIC
2749
Sterling Investment Counsel
New York
$755K -$974K -2,383 -55%
MHWM
2750
Montz Harcus Wealth Management
Louisiana
$755K +$6.54K +16 +0.8%