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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1451
Claret Asset Management
Quebec, Canada
$328K +$8.21K +70 +3%
B
1452
BetterWealth
California
$325K
MW
1453
MBL Wealth
North Carolina
$324K +$313K +2,670 New
TPBG
1454
Turning Point Benefit Group
Maryland
$324K +$34K +290 +12%
OWP
1455
ORG Wealth Partners
Texas
$323K
PWP
1456
Phillips Wealth Planners
Mississippi
$322K -$109K -930 -30%
BAM
1457
Boyar Asset Management
New York
$322K -$9.38K -80 -3%
UAG
1458
United Advisor Group
Ohio
$321K -$359K -3,060 -54%
5NPW
1459
55 North Private Wealth
Florida
$321K +$310K +2,640 New
CAWM
1460
Capital Advisors Wealth Management
Washington
$320K +$1.17K +10 +0.4%
GC
1461
GFG Capital
Florida
$320K +$66.9K +570 +28%
DLA
1462
Douglas Lane & Associates
New York
$318K -$41.1K -350 -12%
FGG
1463
Financial Guidance Group
Florida
$316K
CIAS
1464
CFS Investment Advisory Services
New Jersey
$312K -$23.5K -200 -7%
JF
1465
JMN Financial
Ohio
$312K +$301K +2,570 New
FIA
1466
Foundations Investment Advisors
Arizona
$310K -$70.4K -600 -19%
SAG
1467
SageView Advisory Group
California
$309K -$9.38K -80 -3%
AWCI
1468
Alpine Woods Capital Investors
New York
$307K -$5.87K -50 -2%
Koshinski Asset Management
1469
Koshinski Asset Management
Illinois
$305K -$71.5K -610 -20%
BFA
1470
Bill Few Associates
Pennsylvania
$305K
FBT
1471
First Bank & Trust
South Dakota
$305K +$19.9K +170 +7%
SEP
1472
Signature Equity Partners
Ohio
$304K +$293K +2,500 New
PDL
1473
Portfolio Design Labs
California
$304K -$2.35K -20 -0.8%
AF
1474
AGP Franklin
Tennessee
$304K
IP
1475
Investment Partners
Ohio
$304K