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Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
1851
Strategic Family Wealth Counselors
New Jersey
$253K
NFG
1852
Nadler Financial Group
Illinois
$252K +$32K +267 +16%
HSWM
1853
Hubbell Strickland Wealth Management
Louisiana
$251K
MA
1854
MCF Advisors
Kentucky
$250K +$96.8K +809 +70%
DI
1855
Disciplined Investments
Oklahoma
$250K +$225K +1,876 +2,260%
NFP
1856
Narus Financial Partners
Utah
$250K +$235K +1,962 New
LDFR
1857
Lehman & Derafelo Financial Resources
Pennsylvania
$249K
TA
1858
Tectonic Advisors
Texas
$249K +$34.5K +288 +17%
SEIA
1859
Signature Estate & Investment Advisors
California
$248K -$174K -1,457 -43%
BWAM
1860
Boyd Watterson Asset Management
Ohio
$248K -$29.2K -244 -11%
FA
1861
Fiducient Advisors
Illinois
$248K +$9.46K +79 +4%
CF
1862
Clarity Financial
Texas
$248K +$233K +1,943 New
FCMT
1863
Founders Capital Management (Texas)
Texas
$247K +$28.1K +235 +14%
PIA
1864
Powell Investment Advisors
Florida
$246K +$120 +1 +0.1%
LB
1865
Leo Brokerage
Texas
$245K -$40K -334 -15%
LCC
1866
Lincoln Capital Corp
Rhode Island
$245K -$6.22K -52 -3%
PWA
1867
Peterson Wealth Advisors
Utah
$245K +$230K +1,923 New
VWA
1868
V Wealth Advisors
Kansas
$244K -$116K -973 -34%
KIC
1869
Keating Investment Counselors
Florida
$243K
PG
1870
Patten Group
Tennessee
$242K +$120 +1 +0.1%
QCM
1871
Quest Capital Management
Texas
$241K -$13.5K -113 -6%
GTAM
1872
Global Trust Asset Management
Florida
$241K -$8.86K -74 -4%
BPB
1873
Badgley, Phelps & Bell
Washington
$241K +$226K +1,889 New
RPWA
1874
Regent Peak Wealth Advisors
Georgia
$240K +$8.86K +74 +4%
CCM
1875
CAAS Capital Management
New York
$240K +$225K +1,883 New