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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
2376
Falcon Wealth Planning
California
$469K +$431K +1,583 New
LWM
2377
Lodestone Wealth Management
Washington
$469K +$32.4K +119 +8%
BWM
2378
BCGM Wealth Management
Indiana
$468K +$2.45K +9 +0.6%
EFL
2379
ERn Financial LLC
Wisconsin
$468K +$2.18K +8 +0.5%
LCGC
2380
Legacy Capital Group California
California
$468K +$13.9K +51 +3%
FPGK
2381
Financial Partners Group (Kansas)
Kansas
$467K +$8.16K +30 +2%
KWM
2382
Kolinsky Wealth Management
New Jersey
$467K -$6.53K -24 -2%
CGH
2383
CMG Global Holdings
Texas
$465K -$7.35K -27 -2%
PFA
2384
Pathway Financial Advisors
Vermont
$465K
EM
2385
Excalibur Management
Massachusetts
$464K +$544 +2 +0.1%
Fidelity International
2386
Fidelity International
Bermuda
$464K +$426K +1,565 New
KWM
2387
Keating Wealth Management
Colorado
$463K +$425K +1,560 New
NPPM
2388
North Point Portfolio Managers
Ohio
$461K +$27.2K +100 +7%
FAM
2389
Flaharty Asset Management
Florida
$459K
CFS
2390
Commonwealth Financial Services
West Virginia
$457K -$8.98K -33 -2%
HIC
2391
Hartline Investment Corp
Illinois
$457K
BWM
2392
Blossom Wealth Management
California
$456K +$68.3K +251 +20%
CA
2393
Carson Advisory
Georgia
$453K -$8.71K -32 -2%
IDBONY
2394
Israel Discount Bank of New York
New York
$452K -$10.1K -37 -2%
FNBSF
2395
First National Bank Sioux Falls
South Dakota
$450K
LAS
2396
Lloyd Advisory Services
Georgia
$449K -$616K -2,264 -60%
HIM
2397
Hillsdale Investment Management
Ontario, Canada
$449K +$2.72K +10 +0.7%
WHCI
2398
W.H. Cornerstone Investments
Massachusetts
$448K +$12.8K +47 +3%
OLVIG
2399
Oliver Lagore Vanvalin Investment Group
Michigan
$447K +$2.45K +9 +0.6%
RA
2400
Rise Advisors
New York
$446K +$49K +180 +14%