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Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
2901
Old North State Wealth Management
North Carolina
$336K -$32.7K -57 -9%
FEG
2902
Financial Enhancement Group
Indiana
$335K +$56.9K +99 +20%
ES
2903
Eagle Strategies
New York
$335K +$6.32K +11 +2%
MWM
2904
Maltin Wealth Management
New Jersey
$334K +$337K +587 New
WWA
2905
Wingate Wealth Advisors
Massachusetts
$333K +$337K +586 New
EFL
2906
ERn Financial LLC
Wisconsin
$333K -$6.32K -11 -2%
APWA
2907
Atlas Private Wealth Advisors
New Jersey
$332K -$432K -753 -56%
HFP
2908
Holistic Financial Partners
Indiana
$332K +$13.8K +24 +4%
BL
2909
Balentine LLC
Georgia
$331K -$20.7K -36 -6%
LI
2910
Lafayette Investments
Maryland
$330K +$3.45K +6 +1%
CIAM
2911
Caitong International Asset Management
Hong Kong
$330K +$272K +474 +443%
PWP
2912
Prasad Wealth Partners
Ohio
$329K +$4.02K +7 +1%
ACM
2913
Avalon Capital Management
California
$329K – – –
RIS
2914
Richmond Investment Services
Wisconsin
$329K +$13.2K +23 +4%
HPC
2915
Hobart Private Capital
North Carolina
$328K -$27.6K -48 -8%
MIM
2916
Marco Investment Management
Georgia
$327K – – –
RRWA
2917
Rainey & Randall Wealth Advisors
Florida
$326K – – –
ACM
2918
Andina Capital Management
Utah
$326K +$24.1K +42 +8%
APG
2919
Abacus Planning Group
South Carolina
$325K -$1.15K -2 -0.3%
DIM
2920
Delta Investment Management
California
$324K +$574 +1 +0.2%
PCWA
2921
Pacific Capital Wealth Advisors
California
$323K +$41.3K +72 +15%
SIC
2922
Sterling Investment Counsel
New York
$323K -$342K -596 -51%
TWM
2923
Topsail Wealth Management
North Carolina
$323K +$97.6K +170 +43%
TPF
2924
Tribridge Partners Financial
Maryland
$322K +$320K +558 New
FL
2925
FreeGulliver LLC
Louisiana
$322K +$325K +566 New