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Name Holding Trade Value Shares
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Stake
LC
3826
Lawood & Co
Pennsylvania
$735K +$14.1K +22 +2%
BBA
3827
Braun-Bostich & Associates
Pennsylvania
$734K +$6.41K +10 +0.8%
GSC
3828
Ground Swell Capital
South Carolina
$734K +$822K +1,283 New
VPW
3829
Variant Private Wealth
Virginia
$734K +$3.2K +5 +0.4%
AWS
3830
Aspen Wealth Strategies
Colorado
$732K +$6.41K +10 +0.8%
CIA
3831
Caerus Investment Advisors
Texas
$731K -$181K -282 -18%
RWM
3832
Rench Wealth Management
Texas
$730K +$817K +1,275 New
DWM
3833
Defined Wealth Management
Oregon
$729K +$98.7K +154 +14%
LGW
3834
Leslie Global Wealth
Illinois
$729K +$19.9K +31 +2%
BBPWM
3835
Blue Bell Private Wealth Management
Pennsylvania
$728K +$30.1K +47 +4%
VFP
3836
Verus Financial Partners
Virginia
$727K +$208K +324 +43%
PPA
3837
Painted Porch Advisors
California
$727K -$71.8K -112 -8%
BCM
3838
Bienville Capital Management
New York
$726K – – –
SWM
3839
Scissortail Wealth Management
Oklahoma
$725K +$211K +330 +35%
3F
3840
360 Financial
Minnesota
$725K -$80.1K -125 -9%
AWM
3841
Aberdeen Wealth Management
Illinois
$723K -$17.9K -28 -1%
IAS
3842
Investment Advisory Services
Texas
$723K +$39.1K +61 +5%
ESBC
3843
E.S. Barr & Co
Kentucky
$723K -$28.2K -44 -3%
EB
3844
Exchange Bank
California
$722K – – –
YWS
3845
Yarger Wealth Strategies
Ohio
$722K +$1.92K +3 +0.2%
WW
3846
Waterfront Wealth
Kansas
$722K – – –
I
3847
IMPACTfolio
Colorado
$720K – – –
EA
3848
Emerald Advisors
Washington
$719K +$195K +304 +32%
UFA
3849
Uptown Financial Advisors
Texas
$719K – – –
PWP
3850
Precedent Wealth Partners
Texas
$719K -$76.9K -120 -9%