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Name Holding Trade Value Shares
Change
Change in
Stake
F4L
2751
Fortune 45 LLC
Louisiana
$245K +$197K +1,156 New
FMP
2752
Financial Management Professionals
Texas
$245K +$112K +659 +132%
BWM
2753
Baystate Wealth Management
Massachusetts
$245K +$3.92K +23 +2%
WC
2754
Winmill & Co
New Hampshire
$244K
GG
2755
GenWealth Group
New Jersey
$244K +$196K +1,150 New
ACP
2756
Arcus Capital Partners
Georgia
$244K +$17K +100 +10%
MWM
2757
Merriman Wealth Management
Washington
$243K +$196K +1,148 New
GCP
2758
Gill Capital Partners
Colorado
$243K +$195K +1,147 New
HP
2759
HT Partners
Connecticut
$243K +$195K +1,147 New
MPM
2760
Meritage Portfolio Management
Kansas
$243K -$163K -955 -45%
RW
2761
REDW Wealth
New Mexico
$243K +$195K +1,145 New
SWP
2762
Summit Wealth Partners
Florida
$242K +$194K +1,141 New
SAM
2763
S.A. Mason
Michigan
$241K -$51.1K -300 -21%
EWA
2764
EP Wealth Advisors
California
$241K -$30.3M -178,152 -98%
SAM
2765
Seelaus Asset Management
New Jersey
$241K +$188K +1,106 New
BCM
2766
Barden Capital Management
Texas
$241K +$193K +1,136 New
AP
2767
Atwood & Palmer
Missouri
$241K
ESBC
2768
E.S. Barr & Co
Kentucky
$240K -$94.5K -555 -33%
GA
2769
GoalVest Advisory
New York
$240K -$35.4K -208 -16%
GSIS
2770
Global Strategic Investment Solutions
Arizona
$240K +$193K +1,133 New
NWM
2771
Northwest Wealth Management
Iowa
$240K +$193K +1,133 New
ARC
2772
Advisor Resource Council
Texas
$238K -$1.87M -10,996 -91%
EARNEST Partners
2773
EARNEST Partners
Georgia
$238K
KIG
2774
Kennedy Investment Group
New Jersey
$237K +$191K +1,119 New
NRW
2775
Nova R Wealth
Kansas
$235K +$189K +1,110 New