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Name Holding Trade Value Shares
Change
Change in
Stake
KW
2551
Keyvantage Wealth
Pennsylvania
$624K -$78.7K -672 -12%
SPWM
2552
Spartan Planning & Wealth Management
North Carolina
$624K -$79.6K -680 -12%
SWA
2553
Strata Wealth Advisors
Texas
$623K +$20.8K +178 +4%
AAS
2554
Annex Advisory Services
Wisconsin
$622K -$29.3K -250 -5%
3F
2555
360 Financial
Minnesota
$621K +$936 +8 +0.2%
USB
2556
Union Savings Bank
Connecticut
$621K
EB
2557
Emprise Bank
Kansas
$620K -$7.96K -68 -1%
LCM
2558
Liberty Capital Management
Michigan
$619K +$563K +4,814 New
SRA
2559
Secured Retirement Advisors
Minnesota
$619K -$2.23M -19,084 -80%
CWG
2560
Crown Wealth Group
North Carolina
$618K +$2.11K +18 +0.4%
SFG
2561
Sovereign Financial Group
Connecticut
$618K
CAM
2562
Campion Asset Management
Virginia
$618K +$5.27K +45 +0.9%
EMB
2563
Elefante Mark B
$617K
JCM
2564
Jacobsen Capital Management
Utah
$617K +$4.68K +40 +0.8%
CCT
2565
Capital City Trust
Florida
$616K +$36.1K +308 +7%
PWM
2566
Paulson Wealth Management
Illinois
$614K +$22.4K +191 +4%
BFW
2567
Brady Family Wealth
Missouri
$613K -$153K -1,307 -21%
FPW
2568
Fairvoy Private Wealth
Alabama
$613K +$38.2K +326 +7%
PCMNC
2569
Piedmont Capital Management (North Carolina)
North Carolina
$613K +$58.1K +496 +12%
SFG
2570
Seamount Financial Group
Colorado
$612K
APW
2571
Acima Private Wealth
Virginia
$612K
FAN
2572
Financial Advisors Network
California
$612K +$3.28K +28 +0.6%
LGG
2573
Luts & Greenleigh Group
Maryland
$611K +$13.2K +113 +2%
CA
2574
CWC Advisors
Oregon
$611K -$9.95K -85 -2%
STA
2575
Smith Thornton Advisors
Alabama
$609K +$55.4K +473 +11%