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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2051
Bullock Wealth Management
Indiana
$760K -$41.5K -161 -6%
GFG
2052
Goldstone Financial Group
Illinois
$759K +$50K +194 +8%
Fenimore Asset Management
2053
Fenimore Asset Management
New York
$758K – – –
WA
2054
Wealthstar Advisors
Texas
$758K -$176K -682 -21%
CPC
2055
Congress Park Capital
New York
$756K -$258K -1,000 -28%
GEA
2056
Glen Eagle Advisors
New Jersey
$755K -$6.7K -26 -1%
WG
2057
Wealth Group
North Carolina
$754K +$13.9K +54 +2%
IF
2058
Integrity Financial
Wyoming
$752K – – –
QFA
2059
Quantum Financial Advisors
California
$752K +$13.1K +51 +2%
IP
2060
Isthmus Partners
Wisconsin
$751K +$239K +927 +57%
MGAM
2061
McGowan Group Asset Management
Texas
$749K +$29.4K +114 +5%
Trillium Asset Management
2062
Trillium Asset Management
Massachusetts
$740K +$21.1K +82 +3%
CRI
2063
Commonwealth Retirement Investments
Virginia
$740K -$3.68M -14,284 -85%
AA
2064
Aire Advisors
California
$739K +$258 +1 +0%
SCM
2065
Sunbeam Capital Management
Georgia
$739K +$384K +1,489 +146%
EFA
2066
Evernest Financial Advisors
Indiana
$738K +$120K +467 +23%
GG
2067
Greenwood Gearhart
Arkansas
$738K -$7.47K -29 -1%
LFS
2068
Legacy Financial Strategies
Kansas
$738K +$387K +1,504 +151%
WCG
2069
Weaver Consulting Group
California
$737K +$773 +3 +0.1%
MWS
2070
MFA Wealth Services
California
$736K +$7.99K +31 +1%
Gradient Investments
2071
Gradient Investments
Minnesota
$735K +$147K +572 +30%
RIS
2072
Retirement Income Solutions
Michigan
$734K +$25.5K +99 +4%
EWM
2073
Evermay Wealth Management
Virginia
$734K – – –
WIC
2074
Woodmont Investment Counsel
Tennessee
$733K -$51K -198 -7%
MWC
2075
MBM Wealth Consultants
Missouri
$732K -$3.87K -15 -0.6%