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Name Holding Trade Value Shares
Change
Change in
Stake
WW
2826
Westshore Wealth
California
$462K +$11.8K +101 +3%
VV
2827
Verity & Verity
South Carolina
$461K -$44.2K -378 -10%
BI
2828
Berkeley Inc
Idaho
$460K – – –
WSFG
2829
Wall Street Financial Group
Illinois
$460K -$18.3K -156 -4%
OA
2830
Oxbow Advisors
Texas
$459K +$34.2K +292 +9%
DBRC
2831
D.B. Root & Company
Pennsylvania
$458K -$1.52K -13 -0.4%
IIM
2832
InTrack Investment Management
Vermont
$457K – – –
PWMA
2833
Pension & Wealth Management Advisors
Massachusetts
$456K +$8.19K +70 +2%
AWA
2834
ARQ Wealth Advisors
Arizona
$456K +$15.2K +130 +4%
MAG
2835
Mayfair Advisory Group
Alabama
$456K -$57.4K -490 -12%
PPWM
2836
Paragon Private Wealth Management
Kentucky
$455K +$234 +2 +0.1%
OIS
2837
OneAscent Investment Solutions
Alabama
$454K -$47.4K -405 -10%
ALC
2838
Alexander Labrunerie & Co
Missouri
$454K +$1.64K +14 +0.4%
SNBOSCI
2839
Security National Bank of Sioux City Iowa
Iowa
$452K +$26.3K +225 +7%
WCCM
2840
Willow Creek Capital Management
Montana
$451K +$411K +3,511 New
ASCM
2841
Adkins Seale Capital Management
Louisiana
$451K – – –
LSWP
2842
Liberty Square Wealth Partners
Pennsylvania
$451K – – –
SPWM
2843
Schrum Private Wealth Management
Florida
$450K +$51.6K +441 +14%
JAM
2844
Jupiter Asset Management
United Kingdom
$450K +$53.1K +454 +15%
SSCA
2845
South Shore Capital Advisors
Massachusetts
$449K +$10.5K +90 +3%
IIM
2846
Ironwood Investment Management
Massachusetts
$449K – – –
KLI
2847
Kelman-Lazarov Inc
Tennessee
$448K -$6.09K -52 -1%
PFP
2848
Paragon Financial Partners
California
$448K +$41.7K +356 +12%
SG
2849
Somerset Group
Minnesota
$446K – – –
OW
2850
Olistico Wealth
Oklahoma
$446K -$16.2K -138 -4%