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Name Holding Trade Value Shares
Change
Change in
Stake
EA
3026
Eclectic Associates
California
$233K -$31.9K -281 -12%
HWP
3027
Heritage Wealth Partners
Ohio
$232K +$229K +2,015 New
FPWM
3028
FSB Premier Wealth Management
Iowa
$232K +$229K +2,014 New
EWM
3029
Endowment Wealth Management
Wisconsin
$232K -$19.4K -171 -8%
SA
3030
SL Advisors
New Jersey
$232K – – –
MA
3031
McBroom & Associates
Nevada
$231K +$228K +2,005 New
LSA
3032
Lion Street Advisors
Texas
$231K +$11.1K +98 +4%
GWM
3033
Gray Wealth Management
Maine
$231K +$1.59K +14 +0.7%
JEST
3034
JTC Employer Solutions Trustee
Jersey
$231K – – –
CA
3035
Continental Advisors
Utah
$231K -$450K -3,966 -66%
GCL
3036
Gouws Capital LLC
North Carolina
$231K – – –
PAIM
3037
Punch & Associates Investment Management
Minnesota
$231K – – –
EA
3038
Echo45 Advisors
California
$230K -$23.3K -205 -9%
BFG
3039
Baron Financial Group
New Jersey
$230K -$3.29K -29 -1%
GAM
3040
Garrison Asset Management
Arkansas
$230K -$38.9K -343 -15%
F4L
3041
Fortune 45 LLC
Louisiana
$230K +$8.63K +76 +4%
TA
3042
Tactive Advisors
Florida
$230K +$226K +1,990 New
FFA
3043
Fi3 Financial Advisors
Indiana
$229K -$26.9K -237 -11%
AFA
3044
American Financial Advisors
Georgia
$229K +$1.14K +10 +0.5%
FBA
3045
Front Barnett Associates
Illinois
$228K – – –
KC
3046
Kinloch Capital
Virginia
$228K -$249K -2,189 -53%
CF
3047
Clarity Financial
Texas
$228K +$224K +1,972 New
MA
3048
Modus Advisors
Minnesota
$227K +$5.34K +47 +2%
PSP
3049
Pacific Sage Partners
Washington
$226K +$114 +1 +0.1%
JSAM
3050
J. Safra Asset Management
New York
$226K – – –