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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
4651
Ayrshire Capital Management
Connecticut
$330K -$6.63M -9,935 -95%
FG
4652
Formula Growth
Quebec, Canada
$330K – – –
LCM
4653
Lunt Capital Management
Utah
$330K – – –
I
4654
InterCapital
Texas
$330K +$334K +500 New
WTG
4655
West Tower Group
Virginia
$330K +$334K +500 New
WTFG
4656
Wood Tarver Financial Group
Idaho
$330K +$18.7K +28 +6%
KG
4657
Kieckhefer Group
Wisconsin
$329K +$148K +222 +80%
ECM
4658
EMC Capital Management
Texas
$329K +$134K +200 +66%
GAM
4659
GEM Asset Management
Michigan
$329K +$118K +177 +54%
FCIM
4660
Fairview Capital Investment Management
California
$328K -$85.5K -128 -20%
AC
4661
Applied Capital
Arkansas
$327K +$22.7K +34 +7%
BHWM
4662
Bay Harbor Wealth Management
Maryland
$327K +$21.4K +32 +7%
TWA
4663
Trace Wealth Advisors
California
$327K +$45.4K +68 +16%
OAJ
4664
Ogorek Anthony Joseph
New York
$325K -$51.4K -77 -14%
BAG
4665
Bauman Advisory Group
Nevada
$324K +$327K +490 New
HFO
4666
Heritage Family Offices
Arizona
$323K +$327K +490 New
WFL
4667
Wealth Forward LLC
North Dakota
$323K +$327K +490 New
PWM
4668
Provident Wealth Management
Tennessee
$322K – – –
HTWM
4669
Hartmann Taylor Wealth Management
Texas
$321K -$43.4K -65 -12%
FRA
4670
Front Row Advisors
California
$321K – – –
PFM
4671
Peak Financial Management
Massachusetts
$321K +$48.7K +73 +18%
BP
4672
BWM Planning
Texas
$320K +$73.5K +110 +29%
RF
4673
RHS Financial
California
$320K +$43.4K +65 +15%
HCP
4674
Hardin Capital Partners
South Carolina
$320K +$323K +484 New
SFP
4675
SwitchPoint Financial Planning
Utah
$319K +$20.7K +31 +7%