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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
3301
Financial Security Advisor
Virginia
$246K
SWGC
3302
Summit Wealth Group (Colorado)
Colorado
$246K -$4.2M -7,522 -95%
I
3303
IMPACTfolio
Colorado
$245K
KL
3304
KWMG LLC
Kansas
$245K +$14.5K +26 +6%
KWA
3305
Kondo Wealth Advisors
California
$245K -$2.24K -4 -0.9%
WIM
3306
Westside Investment Management
California
$245K +$15.1K +27 +7%
CIA
3307
Cladis Investment Advisory
Montana
$245K +$11.2K +20 +5%
FFA
3308
Founders Financial Alliance
North Carolina
$244K -$157K -281 -40%
ICM
3309
Intrepid Capital Management
Florida
$244K
CCG
3310
Coastwise Capital Group
California
$244K +$559 +1 +0.2%
BFA
3311
Bill Few Associates
Pennsylvania
$243K -$30.7K -55 -11%
HCM
3312
Highview Capital Management
Illinois
$243K -$16.8K -30 -7%
SIAP
3313
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K -$4.47K -8 -2%
WAS
3314
Wealth Advisory Solutions
Indiana
$243K -$13.4K -24 -5%
FF
3315
Fluent Financial
Texas
$243K
AP
3316
Advisortrust Partners
North Carolina
$242K +$238K +425 New
PPC
3317
Pennington Partners & Co
Maryland
$241K +$559 +1 +0.2%
BWA
3318
Brave Warrior Advisors
New York
$241K
SAM
3319
Synergy Asset Management
Washington
$240K -$12.1M -21,734 -98%
NWM
3320
Northwest Wealth Management
Iowa
$240K +$235K +421 New
AFWM
3321
Arta Finance Wealth Management
California
$240K +$235K +421 New
EARNEST Partners
3322
EARNEST Partners
Georgia
$240K +$2.24K +4 +1%
BAM
3323
Burkett Asset Management
$240K +$235K +420 New
PCP
3324
Proficio Capital Partners
Massachusetts
$239K -$44.7K -80 -16%
HWM
3325
Hohimer Wealth Management
Washington
$239K +$3.91K +7 +2%