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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2651
SFMG Wealth Advisors
Texas
$481K +$485K +845 New
WWM
2652
Whalen Wealth Management
Nevada
$480K -$608K -1,058 -56%
BMWS
2653
Brady Martz Wealth Solutions
North Dakota
$479K +$10.3K +18 +2%
WDC
2654
Woodward Diversified Capital
California
$478K +$5.17K +9 +1%
CWG
2655
Crown Wealth Group
North Carolina
$478K +$20.1K +35 +4%
EA
2656
Echo45 Advisors
California
$476K -$1.72K -3 -0.4%
TIA
2657
Tiemann Investment Advisors
California
$474K +$24.1K +42 +5%
MTC
2658
Matrix Trust Company
Colorado
$474K +$123K +215 +35%
HIG
2659
Heritage Investment Group
Florida
$474K +$574 +1 +0.1%
TPWA
2660
TRUE Private Wealth Advisors
Oregon
$473K +$38.5K +67 +9%
FWP
2661
Fiduciary Wealth Partners
Massachusetts
$472K +$476K +829 New
FH
2662
FWG Holdings
Florida
$470K +$17.2K +30 +4%
PCM
2663
Prelude Capital Management
New York
$470K +$106K +185 +29%
AF
2664
Apollon Financial
South Carolina
$469K +$20.1K +35 +4%
BI
2665
Ballast Inc
Kentucky
$469K -$33.3K -58 -7%
FA
2666
Fedenia Advisers
Wisconsin
$469K +$131K +228 +38%
SAM
2667
Secure Asset Management
Michigan
$468K +$20.1K +35 +4%
CIG
2668
Cascade Investment Group
Colorado
$468K – – –
DWMS
2669
Dominguez Wealth Management Solutions
Virginia
$468K – – –
AW
2670
Alteri Wealth
California
$467K -$21.2K -37 -4%
BWM
2671
BCS Wealth Management
Tennessee
$466K -$83.3K -145 -15%
IA
2672
Insight Advisors
Pennsylvania
$465K +$4.59K +8 +1%
SCA
2673
Stonebridge Capital Advisors
Minnesota
$465K -$16.1K -28 -3%
HA
2674
Hamel Associates
New Jersey
$465K -$9.76K -17 -2%
FMP
2675
Financial Management Professionals
Texas
$464K +$145K +253 +45%