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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2676
Financial Council
Maryland
$316K – – –
PW
2677
PUREfi Wealth
Massachusetts
$316K -$59K -742 -16%
SWG
2678
Summit Wealth Group
Vermont
$315K +$16.2K +204 +5%
SMWM
2679
Silvia McColl Wealth Management
California
$315K -$19.9K -250 -6%
LIA
2680
Lynx Investment Advisory
District of Columbia
$314K +$44.8K +563 +17%
PIP
2681
Peachtree Investment Partners
Florida
$314K – – –
RA
2682
Riverstone Advisors
Texas
$314K – – –
LCWP
2683
Legacy Capital Wealth Partners
Arkansas
$314K -$283K -3,554 -47%
BAM
2684
Broyhill Asset Management
North Carolina
$314K – – –
LSWP
2685
Liberty Square Wealth Partners
Pennsylvania
$314K – – –
BWM
2686
Bullock Wealth Management
Indiana
$313K +$1.43K +18 +0.5%
CJ
2687
Caitlin John
Michigan
$313K +$51.7K +650 +20%
SP
2688
Stonebrook Private
Michigan
$313K -$2.47M -31,083 -89%
CC
2689
Constitution Capital
Connecticut
$313K – – –
TW
2690
Towerpoint Wealth
California
$312K -$13K -164 -4%
FC
2691
Fairscale Capital
New Hampshire
$312K – – –
MAG
2692
MRA Advisory Group
New Jersey
$311K +$125K +1,573 +67%
OAM
2693
Oak Asset Management
California
$311K – – –
CWS
2694
Cypress Wealth Services
California
$311K +$44.8K +564 +17%
IWN
2695
Independent Wealth Network
Iowa
$310K +$22K +277 +8%
ACA
2696
Affinity Capital Advisors
California
$310K -$874 -11 -0.3%
4WM
2697
44 Wealth Management
Oregon
$309K -$88.5K -1,113 -22%
GWP
2698
Gateway Wealth Partners
Wisconsin
$309K +$29.6K +372 +11%
OA
2699
Operose Advisors
Wisconsin
$309K – – –
MFG
2700
Mainsail Financial Group
Washington
$309K +$301K +3,786 New