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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2126
Barden Capital Management
Texas
$796K +$916K +8,494 New
FLP
2127
Financial Life Planners
Arizona
$794K -$145K -1,341 -14%
PW
2128
Paladin Wealth
Minnesota
$792K +$52.4K +486 +6%
VWM
2129
Valley Wealth Managers
New Jersey
$791K +$36.5K +339 +4%
ITG
2130
Index Technologies Group
New York
$790K +$909K +8,430 New
OIA
2131
Oakmont Investment Advisors
Pennsylvania
$789K +$907K +8,416 New
M1FG
2132
Mach-1 Financial Group
Arkansas
$789K +$544K +5,043 +150%
MIP
2133
Marietta Investment Partners
Wisconsin
$788K -$291K -2,700 -24%
LWA
2134
Lantern Wealth Advisors
New York
$786K +$106K +980 +13%
PHIC
2135
Pine Haven Investment Counsel
Massachusetts
$785K -$2.69K -25 -0.3%
RPC
2136
Rossmore Private Capital
Connecticut
$783K +$214K +1,986 +31%
OE
2137
October Effect
Virginia
$783K +$534K +4,950 +146%
TPWA
2138
TRUE Private Wealth Advisors
Oregon
$782K +$47.1K +437 +6%
TA
2139
Tactive Advisors
Florida
$781K +$7.55K +70 +0.8%
SIAP
2140
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$780K +$93K +863 +12%
AWM
2141
Aries Wealth Management
Maine
$780K +$377K +3,500 +73%
AAS
2142
Annex Advisory Services
Wisconsin
$780K +$48K +445 +6%
5NPW
2143
55 North Private Wealth
Florida
$779K +$896K +8,307 New
RWA
2144
Redhawk Wealth Advisors
Minnesota
$777K -$95.8K -889 -10%
FHC
2145
First Heartland Consultants
Missouri
$777K +$50.5K +468 +6%
FZCM
2146
Flynn Zito Capital Management
New York
$777K -$33.1K -307 -4%
SAM
2147
Secure Asset Management
Michigan
$775K +$161K +1,497 +22%
EFH
2148
Eaton Financial Holdings
Florida
$773K +$438K +4,061 +97%
NI
2149
NCP Inc
California
$772K -$6.22M -57,683 -88%
MBWA
2150
Marin Bay Wealth Advisors
California
$771K +$887K +8,228 New