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Name Holding Trade Value Shares
Change
Change in
Stake
Stegent Equity Advisors
5526
Stegent Equity Advisors
Texas
$761K -$72.4K -179 -8%
Carmel Capital Management
5527
Carmel Capital Management
California
$761K -$202K -500 -20%
Joule Financial
5528
Joule Financial
Kentucky
$760K -$32.8K -81 -4%
Brindle & Bay Financial Advisors
5529
Brindle & Bay Financial Advisors
Texas
$756K +$820K +2,027 New
Arkansas Financial Group
5530
Arkansas Financial Group
Arkansas
$754K +$127K +313 +18%
Wingate Wealth Advisors
5531
Wingate Wealth Advisors
Massachusetts
$750K – – –
Financial Planning Fort Collins
5532
Financial Planning Fort Collins
Colorado
$749K -$10.1K -25 -1%
Axis Wealth Partners
5533
Axis Wealth Partners
Rhode Island
$746K -$152K -375 -16%
Sierra Summit Advisors
5534
Sierra Summit Advisors
Nevada
$745K -$130K -322 -14%
Thomas Story & Son
5535
Thomas Story & Son
Indiana
$744K +$20.2K +50 +3%
Keystone Global Partners
5536
Keystone Global Partners
Colorado
$744K – – –
Vermillion Wealth Management
5537
Vermillion Wealth Management
Minnesota
$742K -$166K -410 -17%
Boyer Financial Services
5538
Boyer Financial Services
California
$741K +$46.9K +116 +7%
PWM
5539
Praetorian Wealth Management
California
$741K +$162K +401 +25%
Clear Point Advisors
5540
Clear Point Advisors
New York
$740K -$27.9K -69 -3%
Whitegate Investment Counselors
5541
Whitegate Investment Counselors
New Hampshire
$739K +$181K +448 +29%
HighRoad Wealth Advisors
5542
HighRoad Wealth Advisors
Oregon
$737K -$56.6K -140 -7%
Centerline Wealth Advisors
5543
Centerline Wealth Advisors
Kentucky
$736K -$28.7K -71 -3%
DeLarme Wealth Management
5544
DeLarme Wealth Management
California
$734K +$2.02K +5 +0.3%
Seros Financial
5545
Seros Financial
Arizona
$733K +$49K +121 +7%
Accordant Advisory Group
5546
Accordant Advisory Group
Maryland
$733K – – –
January Capital Advisors
5547
January Capital Advisors
California
$731K -$8.9K -22 -1%
Legacy Wealth Management (Idaho)
5548
Legacy Wealth Management (Idaho)
Idaho
$731K +$204K +505 +35%
Goldstream Capital Management
5549
Goldstream Capital Management
Hong Kong
$731K -$1.26M -3,104 -61%
Legacy Solutions LLC
5550
Legacy Solutions LLC
Pennsylvania
$730K +$59.5K +147 +8%