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Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
1501
Turning Point Benefit Group
Maryland
$418K +$5.85K +40 +1%
WFA
1502
Wellspring Financial Advisors
Ohio
$415K +$86.3K +590 +26%
GPW
1503
Genesis Private Wealth
Virginia
$415K -$17.6K -120 -4%
CIS
1504
Custom Index Systems
New York
$414K
BWM
1505
Brickley Wealth Management
California
$412K
MMCM
1506
Murphy & Mullick Capital Management
New York
$411K -$16.1K -110 -4%
PA
1507
Probity Advisors
Texas
$409K -$2.93K -20 -0.7%
OCA
1508
OpenArc Corporate Advisory
Georgia
$409K +$96.6K +660 +31%
NL
1509
NWAM LLC
Washington
$408K +$1.46K +10 +0.4%
VHAM
1510
Van Hulzen Asset Management
California
$408K
SGFG
1511
Silver Grove Financial Group
New York
$406K +$404K +2,760 New
GFP
1512
Gryphon Financial Partners
Ohio
$405K +$55.6K +380 +16%
MC
1513
Middleton & Co
Massachusetts
$405K +$36.6K +250 +10%
PCM
1514
Prelude Capital Management
New York
$403K -$4.55M -31,120 -92%
CCW
1515
Coastline Complete Wealth
South Carolina
$402K
FFC
1516
First Financial Corp
Indiana
$400K
GC
1517
GFG Capital
Florida
$400K +$13.2K +90 +3%
CWP
1518
Curated Wealth Partners
California
$400K -$2.93K -20 -0.7%
WAM
1519
Walker Asset Management
Missouri
$400K -$99.5K -680 -20%
BAS
1520
Breakthru Advisory Services
Wisconsin
$399K -$7.32K -50 -2%
GHAM
1521
Gilman Hill Asset Management
Connecticut
$399K
FIA
1522
Foundations Investment Advisors
Arizona
$399K +$23.4K +160 +6%
ST
1523
Spinnaker Trust
Maine
$398K
IFA
1524
Index Fund Advisors
California
$398K +$395K +2,700 New
B
1525
BetterWealth
California
$394K