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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
2626
Xcel Wealth Management
Florida
$319K
TWP
2627
Tempus Wealth Planning
California
$319K +$29.6K +65 +10%
AFG
2628
ABLE Financial Group
Arizona
$319K -$6.83K -15 -2%
CRI
2629
Colonial River Investments
Virginia
$318K +$29.6K +65 +10%
BBA
2630
Braun-Bostich & Associates
Pennsylvania
$318K +$89.7K +197 +38%
CCM
2631
Crew Capital Management
Ohio
$318K -$1.82K -4 -0.6%
FWM
2632
Foguth Wealth Management
Michigan
$316K +$125K +274 +62%
PWA
2633
Phoenix Wealth Advisors
North Carolina
$316K +$7.74K +17 +2%
SI
2634
Stonekeep Investments
New Mexico
$316K +$327K +717 New
AIA
2635
AIMZ Investment Advisors
California
$315K
D
2636
Diversified
Delaware
$315K +$123K +270 +61%
PP
2637
Paloma Partners
Connecticut
$314K -$1.87M -4,100 -85%
MFS
2638
Mirabella Financial Services
United Kingdom
$314K +$324K +711 New
LCM
2639
LVM Capital Management
Michigan
$313K -$114K -251 -26%
KWM
2640
Kaydan Wealth Management
Michigan
$311K +$4.1K +9 +1%
GA
2641
GSG Advisors
New Jersey
$310K +$9.57K +21 +3%
OWA
2642
Octavia Wealth Advisors
Ohio
$309K +$27.8K +61 +10%
CAM
2643
Columbia Asset Management
Michigan
$309K +$319K +700 New
TS
2644
Tamar Securities
California
$308K -$26.9K -59 -8%
SFG
2645
SNS Financial Group
Minnesota
$308K +$12.8K +28 +4%
OPCM
2646
Osborne Partners Capital Management
California
$307K +$22.8K +50 +8%
XF
2647
XML Financial
Maryland
$306K
DA
2648
Drake & Associates
Wisconsin
$306K -$4.55K -10 -1%
BTWM
2649
Brass Tax Wealth Management
Ohio
$306K +$316K +693 New
KFA
2650
Kapstone Financial Advisors
Ohio
$305K