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Name Holding Trade Value Shares
Change
Change in
Stake
BLAM
2576
Bourne Lent Asset Management
New York
$425K
SWRP
2577
Summit Wealth & Retirement Planning
California
$425K +$5.79K +62 +1%
PW
2578
PUREfi Wealth
Massachusetts
$424K +$148K +1,590 +51%
HFRG
2579
Houlihan Financial Resource Group
Virginia
$424K +$280 +3 +0.1%
RGC
2580
Roberts, Glore & Co
Illinois
$422K +$46.7K +500 +12%
AC
2581
Annandale Capital
Texas
$422K
GWAG
2582
Garrett Wealth Advisory Group
Texas
$421K -$2.05K -22 -0.5%
SFG
2583
Sovereign Financial Group
Connecticut
$421K +$16.4K +176 +4%
SFG
2584
Sunburst Financial Group
Alabama
$421K -$21K -225 -5%
BPW
2585
Bingham Private Wealth
California
$421K -$137K -1,469 -24%
TWP
2586
Tower Wealth Partners
Pennsylvania
$420K -$87.3K -935 -17%
SPWG
2587
Syntegra Private Wealth Group
Missouri
$420K -$22.3K -239 -5%
KOC
2588
Koss-Olinger Consulting
Florida
$420K +$437K +4,684 New
AAA
2589
American Alpha Advisors
New York
$420K +$437K +4,678 New
LK
2590
Lumbard & Kellner
New Hampshire
$419K
CSA
2591
Cottage Street Advisors
Massachusetts
$419K
TSWM
2592
Tyler-Stone Wealth Management
Ohio
$419K -$54.3K -582 -11%
CAL
2593
Capital Advisors Ltd
Ohio
$419K -$36.2K -388 -8%
DFA
2594
DHJJ Financial Advisors
Illinois
$419K
MCA
2595
Millennium Capital Advisors
Arkansas
$418K -$37.3K -400 -8%
JBA
2596
Johnson Bixby & Associates
Washington
$418K
SHGA
2597
Sand Hill Global Advisors
California
$418K +$77.2K +827 +22%
3F
2598
360 Financial
Minnesota
$418K +$2.89K +31 +0.7%
OBGC
2599
O'Brien Greene & Co
Pennsylvania
$418K
CIA
2600
Cohen Investment Advisors
New Hampshire
$418K +$5.88K +63 +1%