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Name Holding Trade Value Shares
Change
Change in
Stake
WEPOG
2301
Wealth Enhancement & Preservation of GA
Georgia
$695K +$137K +1,344 +27%
CWA
2302
Clearview Wealth Advisors
Oregon
$695K -$2.04K -20 -0.3%
MIM
2303
Moseley Investment Management
Florida
$693K +$15.3K +150 +2%
GCMG
2304
Gyroscope Capital Management Group
Florida
$692K -$8.6M -84,161 -93%
PIA
2305
Panoramic Investment Advisors
Colorado
$691K +$636K +6,224 New
SWM
2306
Sugarloaf Wealth Management
Georgia
$689K -$18.7K -183 -3%
SL
2307
Salomon & Ludwin
Virginia
$689K +$297K +2,902 +88%
LMKC
2308
L.M. Kohn & Company
Ohio
$688K +$27.8K +272 +5%
ST
2309
Somerset Trust
Pennsylvania
$688K +$75.6K +740 +14%
AWM
2310
Altus Wealth Management
Kentucky
$685K +$4.5K +44 +0.7%
GG
2311
Golden Green
South Carolina
$685K +$631K +6,173 New
BCB
2312
Brian C. Broderick
$682K +$51.1K +500 +9%
ACS
2313
Archford Capital Strategies
Illinois
$681K +$16.3K +159 +3%
DCM
2314
DGS Capital Management
New Jersey
$681K +$54.2K +530 +9%
PWM
2315
Paulson Wealth Management
Illinois
$679K -$15.9K -156 -2%
CC
2316
Cornerstone Capital
California
$679K -$108K -1,061 -15%
OWA
2317
Octavia Wealth Advisors
Ohio
$676K -$21.1K -206 -3%
MPW
2318
Monterey Private Wealth
California
$675K -$11.4K -112 -2%
CCP
2319
Cassia Capital Partners
North Carolina
$675K +$178K +1,739 +40%
WTFG
2320
Wells Trecaso Financial Group
Ohio
$674K -$13.8K -135 -2%
EIG
2321
Ellenbecker Investment Group
Wisconsin
$672K +$22.1K +216 +4%
CWM
2322
Chemistry Wealth Management
New York
$670K +$10.2K +100 +2%
CWM
2323
Concentric Wealth Management
California
$670K +$25.6K +250 +4%
BAM
2324
Boyar Asset Management
New York
$669K -$489K -4,782 -44%
DFA
2325
DHJJ Financial Advisors
Illinois
$667K +$23.7K +232 +4%