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Name Holding Trade Value Shares
Change
Change in
Stake
CDWM
2601
Campbell Deegan Wealth Management
Virginia
$556K -$255K -2,210 -32%
CI
2602
Ceera Investments
Texas
$556K +$533K +4,619 New
SSC
2603
Syverson Strege & Co
Iowa
$556K +$55K +476 +11%
CIS
2604
Connors Investor Services
Pennsylvania
$555K
LWANC
2605
Laurel Wealth Advisors (North Carolina)
North Carolina
$555K
DS
2606
DRW Securities
Illinois
$555K +$170K +1,472 +46%
HWA
2607
HCR Wealth Advisors
California
$554K +$6.12K +53 +1%
SAM
2608
Synergy Asset Management
Washington
$554K +$34.3K +297 +7%
CWM
2609
Centurion Wealth Management
Virginia
$552K -$693 -6 -0.1%
TNA
2610
True North Advisors
Texas
$552K -$996K -8,629 -65%
PWM
2611
Paulson Wealth Management
Illinois
$551K -$563K -4,880 -52%
PWA
2612
Physician Wealth Advisors
Utah
$551K +$22.5K +195 +4%
IPW
2613
Impact Partnership Wealth
Georgia
$551K +$529K +4,578 New
AF
2614
Apollon Financial
South Carolina
$549K +$11.9K +103 +2%
SFG
2615
Sunburst Financial Group
Alabama
$549K -$1.5K -13 -0.3%
SCM
2616
Seascape Capital Management
New Hampshire
$549K -$2.19K -19 -0.4%
FC
2617
FCA Corp
Texas
$548K -$60.7K -526 -10%
UBV
2618
United Bank (Virginia)
Virginia
$548K -$2.54K -22 -0.5%
EW
2619
Expressive Wealth
Illinois
$547K -$15.2K -132 -3%
SWM
2620
Salvus Wealth Management
New Jersey
$546K +$36.5K +316 +7%
CPA
2621
Cardiff Park Advisors
California
$546K -$4.73K -41 -0.9%
ESBC
2622
E.S. Barr & Co
Kentucky
$546K -$583K -5,050 -53%
DFA
2623
DHJJ Financial Advisors
Illinois
$545K
LWM
2624
Lakeridge Wealth Management
Ohio
$545K +$13.4K +116 +3%
OBGC
2625
O'Brien Greene & Co
Pennsylvania
$545K -$15.9K -138 -3%