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Name Holding Trade Value Shares
Change
Change in
Stake
SRA
2476
Secured Retirement Advisors
Minnesota
$288K +$8.04K +41 +3%
WCM
2477
WealthBridge Capital Management
Ohio
$287K -$6.47K -33 -2%
BF
2478
Blankinship & Foster
California
$287K – – –
LGG
2479
Luts & Greenleigh Group
Maryland
$287K +$26.1K +133 +11%
WWC
2480
Waypoint Wealth Counsel
Georgia
$286K -$784 -4 -0.3%
BWG
2481
Berry Wealth Group
Texas
$286K +$253K +1,292 New
RIA
2482
Realta Investment Advisors
Delaware
$285K -$734K -3,744 -76%
FWM
2483
Fingerlakes Wealth Management
New York
$285K +$5.69K +29 +2%
GCM
2484
Gallacher Capital Management
Colorado
$285K -$368K -1,879 -59%
FPB
2485
First PREMIER Bank
South Dakota
$285K – – –
TAM
2486
Tucker Asset Management
Colorado
$285K +$2.94K +15 +1%
MWM
2487
Mittelman Wealth Management
Massachusetts
$285K -$64.5K -329 -20%
PCMC
2488
Paragon Capital Management (Colorado)
Colorado
$284K +$392 +2 +0.2%
CW
2489
Channel Wealth
California
$284K -$6.67K -34 -3%
LF
2490
LifeSteps Financial
California
$284K +$588 +3 +0.2%
APS
2491
American Planning Services
Florida
$282K -$22.5K -115 -8%
MWM
2492
Melfa Wealth Management
Massachusetts
$282K -$29.4K -150 -11%
TFG
2493
Taylor Financial Group
Virginia
$282K – – –
KFA
2494
Kelleher Financial Advisors
New York
$281K +$250K +1,273 New
C
2495
Covestor
United Kingdom
$281K -$1.96K -10 -0.8%
CAM
2496
Campion Asset Management
Virginia
$281K -$40.2K -205 -14%
HR
2497
Hardy Reed
Mississippi
$280K -$1.57K -8 -0.6%
FCG
2498
Fielder Capital Group
Tennessee
$279K +$1.37K +7 +0.6%
MPW
2499
Monterey Private Wealth
California
$279K +$6.86K +35 +3%
AWG
2500
Altus Wealth Group
Colorado
$278K +$4.9K +25 +2%