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Name Holding Trade Value Shares
Change
Change in
Stake
BWG
2501
Beta Wealth Group
California
$549K -$93.5K -996 -16%
CS
2502
Crescent Sterling
Louisiana
$549K -$3.38K -36 -0.7%
LSPW
2503
Lake Street Private Wealth
Illinois
$548K +$10.2K +109 +2%
OFS
2504
Orrstown Financial Services
Pennsylvania
$546K -$152K -1,622 -24%
RWM
2505
Rialto Wealth Management
New York
$545K +$3.94K +42 +0.8%
FFP
2506
FourThought Financial Partners
Florida
$544K -$49.1K -523 -9%
BC
2507
Barrett & Company
Rhode Island
$544K -$93.9K -1,000 -16%
NRI
2508
NFP Retirement Inc
California
$543K +$10.7K +114 +2%
JJBC
2509
James J. Burns & Company
New York
$543K -$32.4K -345 -6%
VC
2510
Vicus Capital
Pennsylvania
$542K -$42.8K -456 -8%
BW
2511
BIP Wealth
Georgia
$542K +$53.7K +572 +13%
TWM
2512
Topsail Wealth Management
North Carolina
$541K +$68.1K +725 +17%
EB
2513
Emprise Bank
Kansas
$541K -$16K -170 -3%
CFG
2514
Carr Financial Group
Massachusetts
$540K +$5.54K +59 +1%
BIA
2515
Beacon Investment Advisors
Maryland
$539K
RIG
2516
Ramiah Investment Group
Wisconsin
$538K -$38.1K -406 -7%
LSC
2517
Lesa Sroufe & Co
Washington
$537K
ACM
2518
Arcataur Capital Management
Wisconsin
$537K +$23.6K +251 +5%
FC
2519
FCA Corp
Texas
$535K -$5.73K -61 -1%
WIM
2520
Warwick Investment Management
Texas
$534K +$16.1K +171 +3%
FEG
2521
Financial Enhancement Group
Indiana
$534K -$12.4K -132 -3%
LCM
2522
Liberty Capital Management
Michigan
$534K -$31.9K -340 -6%
SWP
2523
Strategic Wealth Partners
Ohio
$533K +$166K +1,766 +53%
BSTWA
2524
Blake Schutter Theil Wealth Advisors
Ohio
$533K -$7.04K -75 -1%
SL
2525
Summitry LLC
California
$533K +$44.3K +472 +10%