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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
3351
Genesee Capital Advisors
New York
$351K +$364 +1 +0.1%
B
3352
Bayban
Minnesota
$351K
NWM
3353
Northwest Wealth Management
Iowa
$350K -$5.47K -15 -1%
NWM
3354
Nova Wealth Management
Florida
$349K +$16.4K +45 +4%
FCU
3355
Financial Concepts Unlimited
Maine
$349K +$386K +1,060 New
UWM
3356
Urban Wealth Management
California
$348K
WAG
3357
Wheelhouse Advisory Group
Missouri
$348K -$16.4K -45 -4%
BPAMU
3358
BTG Pactual Asset Management US
New York
$348K
BAS
3359
Breakthru Advisory Services
Wisconsin
$348K -$125K -343 -24%
DWS
3360
Discipline Wealth Solutions
South Carolina
$348K +$120K +328 +45%
RA
3361
Rise Advisors
New York
$347K -$5.83K -16 -1%
JFGLC
3362
Johnson Financial Group LLC (Colorado)
Colorado
$346K +$383K +1,052 New
AAM
3363
Ackerman Asset Management
Maryland
$346K -$4.74K -13 -1%
FIC
3364
FCG Investment Company
Tennessee
$346K +$383K +1,051 New
NPA
3365
Nichols & Pratt Advisers
Massachusetts
$345K -$9.11K -25 -2%
PWM
3366
Peterson Wealth Management
Nevada
$345K +$31K +85 +9%
LFS
3367
Legacy Financial Strategies
Kansas
$345K +$21.5K +59 +6%
ASC
3368
Atalanta Sosnoff Capital
New York
$344K -$348K -955 -48%
GWM
3369
Gilpin Wealth Management
Colorado
$343K -$1.82K -5 -0.5%
SRL
3370
Scientech Research LLC
New Jersey
$343K -$298K -819 -44%
CCM
3371
Cohen Capital Management
California
$343K +$83.1K +228 +28%
BFS
3372
Beacon Financial Strategies
North Carolina
$342K
MWM
3373
Mattern Wealth Management
Kansas
$342K
GA
3374
Goldstein Advisors
Wisconsin
$341K -$8.38K -23 -2%
PDM
3375
Penn Davis McFarland
Texas
$341K -$3.64K -10 -1%