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Name Holding Trade Value Shares
Change
Change in
Stake
BF
3101
Brogan Financial
Tennessee
$485K -$6.59K -18 -1%
HCWM
3102
Hidden Cove Wealth Management
Washington
$485K -$67.8K -185 -12%
BC
3103
Bridgefront Capital
Texas
$484K +$515K +1,406 New
LAM
3104
Lifestyle Asset Management
Texas
$482K +$83.5K +228 +19%
BAS
3105
Breakthru Advisory Services
Wisconsin
$482K -$4.03K -11 -0.8%
KIM
3106
Karpus Investment Management
New York
$482K
BHPW
3107
Beverly Hills Private Wealth
California
$481K -$50.9K -139 -9%
SCM
3108
Stonehearth Capital Management
Massachusetts
$480K
BBWP
3109
Beacon Bridge Wealth Partners
Pennsylvania
$479K -$120K -328 -19%
DE
3110
DV Equities
Illinois
$479K +$510K +1,392 New
WIA
3111
Wetzel Investment Advisors
Indiana
$478K +$13.2K +36 +3%
RWS
3112
Resolute Wealth Strategies
Mississippi
$477K +$1.83K +5 +0.4%
EWA
3113
Exit Wealth Advisors
Georgia
$476K +$1.83K +5 +0.4%
BAM
3114
Bellevue Asset Management
Washington
$476K +$733 +2 +0.1%
HT
3115
Headlands Technologies
Illinois
$475K +$505K +1,379 New
SWA
3116
Strategies Wealth Advisors
Michigan
$473K -$17.6K -48 -3%
FNBSF
3117
First National Bank Sioux Falls
South Dakota
$470K
CFG
3118
Copley Financial Group
California
$468K -$13.2K -36 -3%
ERIC
3119
Eagle Rock Investment Company
Georgia
$468K -$4.76K -13 -0.9%
GJWM
3120
Gilliland Jeter Wealth Management
Arkansas
$466K -$11K -30 -2%
TCM
3121
Tufton Capital Management
Maryland
$466K -$2.93K -8 -0.6%
FIT
3122
Financially in Tune
Massachusetts
$466K +$496K +1,353 New
CAGAS
3123
Capital Advisory Group Advisory Services
Minnesota
$466K -$10.6K -29 -2%
BPW
3124
Bingham Private Wealth
California
$465K +$495K +1,351 New
WBCM
3125
Wilson & Boucher Capital Management
California
$465K -$36.6K -100 -7%