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Name Holding Trade Value Shares
Change
Change in
Stake
WETS
1501
Wealth Enhancement Trust Services
South Dakota
$367K +$374K +2,290 New
GS
1502
GWN Securities
Florida
$366K +$56.7K +347 +18%
PA
1503
Procyon Advisors
Connecticut
$366K +$14.1K +86 +4%
RG
1504
Renaissance Group
Kentucky
$366K +$5.89K +36 +2%
PFA
1505
Plotkin Financial Advisors
Maryland
$365K
WSCM
1506
Wellington Shields Capital Management
New York
$365K
HBT
1507
Hills Bank & Trust
Iowa
$365K +$654 +4 +0.2%
EAM
1508
Eukles Asset Management
Ohio
$364K -$29.8K -182 -7%
BP
1509
BBR Partners
New York
$364K
PWM
1510
Paulson Wealth Management
Illinois
$363K
MCC
1511
Money Concepts Capital
Florida
$362K -$34.7K -212 -9%
FMP
1512
Financial Management Professionals
Texas
$362K +$363K +2,217 +5,039%
CFP
1513
Catalyst Financial Partners
Massachusetts
$362K -$15.7K -96 -4%
RW
1514
Rede Wealth
Virginia
$362K +$59.4K +363 +19%
KAS
1515
KPP Advisory Services
Kentucky
$361K +$1.15K +7 +0.3%
DOA
1516
D'Orazio & Associates
Virginia
$360K -$164 -1 -0%
GWMR
1517
GC Wealth Management RIA
Massachusetts
$360K -$813K -4,970 -69%
FFA
1518
Fi3 Financial Advisors
Indiana
$359K +$58.2K +356 +19%
TBA
1519
Tower Bridge Advisors
Pennsylvania
$359K
MGIA
1520
Matthew Goff Investment Advisor
Texas
$359K -$1.31K -8 -0.4%
MHWM
1521
Montz Harcus Wealth Management
Louisiana
$358K +$94.8K +580 +35%
CI Investments Inc
1522
CI Investments Inc
Ontario, Canada
$358K -$3.15M -19,272 -90%
BCM
1523
Boltwood Capital Management
California
$358K
CPA
1524
Cardiff Park Advisors
California
$356K
IPW
1525
Impact Partnership Wealth
Georgia
$355K -$498K -3,044 -58%