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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1751
BSW Wealth Partners
Colorado
$568K -$12.7K -39 -2%
C1AG
1752
Client 1st Advisory Group
Florida
$566K
WCM
1753
WealthBridge Capital Management
Ohio
$563K -$1.3K -4 -0.2%
TFM
1754
TFC Financial Management
Massachusetts
$560K +$538K +1,656 New
FCA
1755
FinTrust Capital Advisors
South Carolina
$559K +$139K +428 +35%
FCA
1756
FLC Capital Advisors
California
$556K -$22.8K -70 -4%
LFA
1757
Legacy Financial Advisors
Kentucky
$555K +$534K +1,641 New
SNBOSCI
1758
Security National Bank of Sioux City Iowa
Iowa
$552K -$32.5K -100 -6%
BAM
1759
Brave Asset Management
New Jersey
$548K
LWMM
1760
Legacy Wealth Management (Mississippi)
Mississippi
$546K
B
1761
Bridgeworth
Alabama
$545K -$72.2K -222 -12%
RG
1762
Retirement Group
California
$544K +$37.1K +114 +8%
TWA
1763
TCI Wealth Advisors
Arizona
$543K -$5.85K -18 -1%
VC
1764
Vicus Capital
Pennsylvania
$542K +$17.9K +55 +4%
EFMH
1765
E Fund Management (HK)
Hong Kong
$541K
VWM
1766
Vigilare Wealth Management
Arizona
$541K
PFG
1767
PAX Financial Group
Texas
$540K +$2.28K +7 +0.4%
PPP
1768
Private Portfolio Partners
New Jersey
$539K -$29.9K -92 -5%
WKWM
1769
Walter & Keenan Wealth Management
Indiana
$539K -$52K -160 -9%
AA
1770
Argent Advisors
Louisiana
$539K +$33.5K +103 +7%
PWM
1771
Perigon Wealth Management
California
$536K -$149K -458 -22%
AM
1772
Atwater Malick
Pennsylvania
$534K
FBC
1773
Fairfield, Bush & Co
Connecticut
$534K +$16.3K +50 +3%
TFS
1774
TrustCore Financial Services
Tennessee
$533K -$20.2K -62 -4%
GIP
1775
Greatmark Investment Partners
Georgia
$533K