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Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
2651
Summit Wealth & Retirement Planning
California
$470K
CAM
2652
Clark Asset Management
New Hampshire
$469K -$32.4K -345 -7%
DFG
2653
Dupree Financial Group
Kentucky
$469K
PGAM
2654
Princeton Global Asset Management
New Jersey
$468K +$135K +1,440 +48%
GFG
2655
Goldstone Financial Group
Illinois
$468K +$25.3K +270 +6%
CG
2656
Clarus Group
Texas
$467K -$8.26K -88 -2%
BRA
2657
Bender Robert & Associates
California
$467K -$35.2K -375 -8%
STA
2658
Smith Thornton Advisors
Alabama
$467K +$5.26K +56 +1%
RCG
2659
Regatta Capital Group
California
$467K -$9.01K -96 -2%
OCM
2660
Osterweis Capital Management
California
$466K +$23.3K +248 +6%
OWM
2661
OneAscent Wealth Management
Alabama
$465K -$78.8K -839 -16%
BFIC
2662
Bedell Frazier Investment Counselling
California
$465K -$55.7K -593 -12%
MFG
2663
Mainsail Financial Group
Washington
$465K -$4.69K -50 -1%
LWM
2664
Lakeridge Wealth Management
Ohio
$465K +$12.3K +131 +3%
KC
2665
Kinloch Capital
Virginia
$464K +$4.51K +48 +1%
VW
2666
Vantus Wealth
Pennsylvania
$463K +$413K +4,397 New
PVM
2667
Palogic Value Management
Texas
$463K
KW
2668
Keyvantage Wealth
Pennsylvania
$462K -$28.2K -300 -6%
VV
2669
Verity & Verity
South Carolina
$462K +$42.1K +449 +11%
SPWG
2670
Syntegra Private Wealth Group
Missouri
$462K -$657 -7 -0.2%
PWA
2671
Physician Wealth Advisors
Utah
$461K -$19.4K -207 -5%
TF
2672
Tudor Financial
Ohio
$461K +$63.7K +679 +18%
CWM
2673
Chemistry Wealth Management
New York
$461K +$375 +4 +0.1%
HBT
2674
Hills Bank & Trust
Iowa
$460K +$149K +1,584 +57%
SWG
2675
Summit Wealth Group
Vermont
$460K +$41.4K +441 +11%