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Name Holding Trade Value Shares
Change
Change in
Stake
AF
2726
Apollon Financial
South Carolina
$429K +$8.17K +15 +2%
FFA
2727
Fi3 Financial Advisors
Indiana
$429K +$25.6K +47 +6%
CG
2728
Cynosure Group
Utah
$429K +$26.1K +48 +7%
ICMM
2729
Integrated Capital Management (Michigan)
Michigan
$429K +$6.53K +12 +2%
SAM
2730
Secure Asset Management
Michigan
$429K +$6.53K +12 +2%
HG
2731
Harbor Group
New Hampshire
$428K – – –
SWM
2732
Sagace Wealth Management
Florida
$426K -$156K -287 -27%
BWP
2733
Baldwin Wealth Partners
Massachusetts
$426K +$7.08K +13 +2%
SIC
2734
Sigma Investment Counselors
Michigan
$425K -$17.4K -32 -4%
MCM
2735
M1 Capital Management
Michigan
$425K +$2.72K +5 +0.6%
SCA
2736
Sandy Cove Advisors
Massachusetts
$424K +$44.6K +82 +12%
JWA
2737
JFS Wealth Advisors
Pennsylvania
$424K +$544 +1 +0.1%
GEA
2738
Glen Eagle Advisors
New Jersey
$424K +$40.8K +75 +11%
GAG
2739
Goodman Advisory Group
Massachusetts
$424K +$421K +773 New
4A
2740
4Wealth Advisors
Illinois
$423K +$33.8K +62 +9%
MCA
2741
Millennium Capital Advisors
Arkansas
$422K – – –
GSC
2742
Ground Swell Capital
South Carolina
$422K +$419K +769 New
EMAM
2743
Encompass More Asset Management
California
$420K -$33.8K -62 -7%
DWM
2744
DecisionMap Wealth Management
Virginia
$420K +$13.1K +24 +3%
GPWM
2745
Grant Private Wealth Management
California
$419K +$66.4K +122 +19%
CW
2746
Code Waechter
Florida
$418K -$15.8K -29 -4%
RWM
2747
Revisor Wealth Management
Ohio
$418K +$415K +762 New
LWM
2748
Level Wealth Management
North Carolina
$417K -$76.2K -140 -16%
CWM
2749
Cherrydale Wealth Management
New Jersey
$416K -$7.08K -13 -2%
BAM
2750
Blueshift Asset Management
New Jersey
$416K +$413K +759 New