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Name Holding Trade Value Shares
Change
Change in
Stake
BCB
1501
Brian C. Broderick
$909K +$474K +2,600 +120%
EWS
1502
Evergreen Wealth Solutions
Pennsylvania
$909K -$65.7K -360 -7%
BWM
1503
Blossom Wealth Management
California
$902K +$5.47K +30 +0.6%
SWM
1504
Sugarloaf Wealth Management
Georgia
$901K -$25K -137 -3%
LWM
1505
Liberty Wealth Management
California
$898K +$13K +71 +2%
CA
1506
Crewe Advisors
Utah
$898K +$858K +4,702 New
IPW
1507
Impact Partnership Wealth
Georgia
$898K -$164K -897 -16%
MF
1508
Manchester Financial
California
$895K +$18.8K +103 +2%
VCS
1509
Vaughan & Co Securities
New Jersey
$894K -$109K -598 -11%
SMA
1510
Sage Mountain Advisors
Georgia
$893K +$277K +1,520 +48%
WMA
1511
Wealth Management Associates
New Jersey
$891K -$226K -1,240 -19%
CAC
1512
Certified Advisory Corp
Florida
$890K +$35.6K +195 +4%
CC
1513
Cultivar Capital
Texas
$889K – – –
CFS
1514
CRA Financial Services
New Jersey
$888K – – –
IF
1515
Intrua Financial
Texas
$886K -$7.66K -42 -0.9%
SFG
1516
Sovereign Financial Group
Connecticut
$885K +$193K +1,058 +30%
SLT
1517
St Louis Trust
Missouri
$885K +$207K +1,132 +32%
DF Dent & Co
1518
DF Dent & Co
Maryland
$884K +$3.1K +17 +0.4%
Alpha Cubed Investments
1519
Alpha Cubed Investments
California
$884K +$347K +1,900 +70%
SFO
1520
Stokes Family Office
Louisiana
$882K +$213K +1,166 +34%
BRM
1521
Boston Research & Management
Massachusetts
$879K – – –
IPW
1522
Intergy Private Wealth
Colorado
$879K +$2.92K +16 +0.3%
Summit Financial
1523
Summit Financial
New Jersey
$878K -$42.9K -235 -5%
PIA
1524
Powell Investment Advisors
Florida
$872K -$1.82K -10 -0.2%
IA
1525
IMZ Advisory
Florida
$872K +$27.7K +152 +3%