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Name Holding Trade Value Shares
Change
Change in
Stake
Denver Wealth Management
5701
Denver Wealth Management
Colorado
$606K +$68K +168 +12%
Next Level Wealth Planning
5702
Next Level Wealth Planning
Idaho
$606K +$25.5K +63 +4%
A4 Wealth Advisors
5703
A4 Wealth Advisors
North Carolina
$606K -$430K -1,063 -40%
Aureum Wealth Management
5704
Aureum Wealth Management
Florida
$606K -$150K -370 -19%
Martin Investment Management
5705
Martin Investment Management
Florida
$604K – – –
BG Investment Services
5706
BG Investment Services
Guam
$604K -$466K -1,152 -42%
Objective Capital Management
5707
Objective Capital Management
Ohio
$604K -$52.2K -129 -7%
Merkkuri Wealth Advisors
5708
Merkkuri Wealth Advisors
New York
$602K +$53K +131 +9%
Bluestem Financial Advisors
5709
Bluestem Financial Advisors
Illinois
$601K -$10.9K -27 -2%
Banta Asset Management
5710
Banta Asset Management
California
$601K +$115K +285 +21%
Tull Financial Group
5711
Tull Financial Group
Virginia
$601K -$19.8K -49 -3%
Prosperity Advisers
5712
Prosperity Advisers
Pennsylvania
$600K +$57K +141 +10%
Primoris Wealth Advisors
5713
Primoris Wealth Advisors
Florida
$600K -$1.33M -3,291 -67%
Strategent Financial
5714
Strategent Financial
Virginia
$598K -$19.8K -49 -3%
DMKJ
5715
David M. Knott Jr
$597K – – –
Carl Stuart Investment Advisor
5716
Carl Stuart Investment Advisor
Texas
$596K -$418K -1,034 -39%
Alamar Capital Management
5717
Alamar Capital Management
California
$595K – – –
Forum Private Client Group
5718
Forum Private Client Group
Indiana
$595K +$15.4K +38 +2%
Baron Financial Group
5719
Baron Financial Group
New Jersey
$595K -$5.66K -14 -0.9%
Boston Standard Wealth Management
5720
Boston Standard Wealth Management
Massachusetts
$594K +$7.28K +18 +1%
Merrithew & Thorsten Inc
5721
Merrithew & Thorsten Inc
California
$593K +$1.62K +4 +0.3%
Parrish Capital
5722
Parrish Capital
Georgia
$591K -$355K -877 -36%
Platform Wealth Management
5723
Platform Wealth Management
Utah
$590K +$640K +1,581 New
Arcadia Wealth Management (New York)
5724
Arcadia Wealth Management (New York)
New York
$589K – – –
Cassady Wealth & Retirement Planning
5725
Cassady Wealth & Retirement Planning
Nevada
$588K -$12.5K -31 -2%