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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1401
Bullock Wealth Management
Indiana
$616K -$52K -270 -7%
MWM
1402
Mindset Wealth Management
Indiana
$611K +$82.9K +430 +13%
OWCM
1403
One Wealth Capital Management
Arizona
$611K -$410K -2,125 -36%
WA
1404
Wealth Alliance
New York
$611K -$118K -610 -14%
Quotient Wealth Partners
1405
Quotient Wealth Partners
Texas
$609K -$95.4K -495 -11%
VCWM
1406
Vista Cima Wealth Management
Arizona
$608K +$84.8K +440 +13%
WFC
1407
Western Financial Corp
California
$608K +$118K +610 +19%
CIA
1408
Compass Ion Advisors
Pennsylvania
$607K -$8.67K -45 -1%
AFP
1409
Ausdal Financial Partners
Iowa
$606K +$86.7K +450 +13%
KCM
1410
KRS Capital Management
Michigan
$605K – – –
Geneos Wealth Management
1411
Geneos Wealth Management
Colorado
$605K +$181K +940 +33%
SAM
1412
Strive Asset Management
Ohio
$603K -$193K -1,000 -21%
CS
1413
Capital Square
Tennessee
$601K +$52K +270 +8%
RB
1414
Renasant Bank
Mississippi
$601K +$108K +560 +17%
Readystate Asset Management
1415
Readystate Asset Management
Illinois
$601K +$728K +3,775 New
DBRC
1416
D.B. Root & Company
Pennsylvania
$599K +$3.85K +20 +0.5%
M
1417
MATAURO
New York
$599K +$725K +3,760 New
RLIM
1418
Red Lighthouse Investment Management
New York
$598K -$964 -5 -0.1%
UFF
1419
USA Financial Formulas
Michigan
$598K +$724K +3,755 New
Axxcess Wealth Management
1420
Axxcess Wealth Management
California
$597K -$242M -1,253,300 -100%
APW
1421
Aventura Private Wealth
Florida
$596K +$1.93K +10 +0.3%
JSAM
1422
J. Safra Asset Management
New York
$594K +$329K +1,705 +84%
RTC
1423
Real Talk Capital
Tennessee
$593K -$50.1K -260 -7%
Larson Financial Group
1424
Larson Financial Group
Missouri
$593K +$294K +1,525 +69%
FNBSF
1425
First National Bank Sioux Falls
South Dakota
$589K – – –