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Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
2976
Blue Zone Wealth Advisors
California
$367K – – –
GTWM
2977
Global Trust Wealth Management
Florida
$367K +$359K +643 New
SIC
2978
SFE Investment Counsel
California
$367K -$20.1K -36 -5%
CAGAS
2979
Capital Advisory Group Advisory Services
Minnesota
$367K – – –
HPBT
2980
Hickory Point Bank & Trust
Illinois
$367K – – –
UBV
2981
United Bank (Virginia)
Virginia
$367K -$559 -1 -0.2%
YWM
2982
Yoder Wealth Management
California
$366K +$6.71K +12 +2%
AWM
2983
Accel Wealth Management
Iowa
$365K -$2.79K -5 -0.8%
AFA
2984
Allium Financial Advisors
Oregon
$365K -$21.2K -38 -6%
JFA
2985
JNBA Financial Advisors
Minnesota
$364K +$15.1K +27 +4%
SIC
2986
Sage Investment Counsel
Tennessee
$363K – – –
MSFP
2987
Mark Sheptoff Financial Planning
Connecticut
$363K – – –
FSA
2988
Franklin Street Advisors
North Carolina
$363K +$4.47K +8 +1%
MO
2989
McMillan Office
Michigan
$363K +$355K +635 New
GCM
2990
Gambit Capital Management
Tennessee
$362K +$354K +634 New
WIC
2991
WealthBridge Investment Counsel
Alberta, Canada
$361K – – –
GCP
2992
GSA Capital Partners
United Kingdom
$361K +$70.4K +126 +25%
CCA
2993
Carrera Capital Advisors
Michigan
$360K +$87.2K +156 +33%
LWP
2994
LeClair Wealth Partners
Ohio
$360K – – –
LW
2995
Livet Wealth
Utah
$360K +$352K +630 New
CWM
2996
Chicago Wealth Management
Illinois
$359K – – –
NWM
2997
Nolet Wealth Management
Texas
$359K +$352K +629 New
LI
2998
Lafayette Investments
Maryland
$359K +$26.3K +47 +8%
FPH
2999
Financial Planning Hawaii
Hawaii
$359K +$351K +628 New
WHCI
3000
W.H. Cornerstone Investments
Massachusetts
$358K +$559 +1 +0.2%