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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
701
Golden State Wealth Management
California
$427K +$142 +1 +0%
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$425K +$444K +3,140 New
SIC
703
Shoker Investment Counsel
Ohio
$425K +$991 +7 +0.2%
SFG
704
Seamount Financial Group
Colorado
$424K
NCM
705
Nelson Capital Management
California
$424K
KWA
706
Kingswood Wealth Advisors
California
$424K +$74.5K +526 +20%
MWM
707
Moran Wealth Management
Florida
$422K -$158K -1,117 -26%
EI
708
Ellevest Inc
New York
$422K -$208K -1,471 -32%
FFP
709
FourThought Financial Partners
Florida
$421K +$440K +3,108 New
PCS
710
Personal CFO Solutions
New Jersey
$420K +$54.4K +384 +14%
ONSWM
711
Old North State Wealth Management
North Carolina
$416K +$1.42K +10 +0.3%
CICI
712
Capital Investment Counsel Inc
North Carolina
$414K
APWM
713
Argonautica Private Wealth Management
Massachusetts
$414K
AI
714
Accredited Investors
Minnesota
$413K +$283 +2 +0.1%
BFA
715
Bill Few Associates
Pennsylvania
$412K +$142 +1 +0%
Koshinski Asset Management
716
Koshinski Asset Management
Illinois
$411K -$15.7K -111 -4%
PCG
717
Prosperity Consulting Group
Maryland
$410K +$140K +988 +48%
HPC
718
HM Payson & Co
Maine
$410K
HCMT
719
Highland Capital Management (Tennessee)
Tennessee
$410K +$142 +1 +0%
CCM
720
Canal Capital Management
Virginia
$409K +$1.7K +12 +0.4%
AGP
721
Aspire Growth Partners
Florida
$409K -$118K -835 -22%
MWM
722
Modern Wealth Management
Kansas
$407K -$9.77K -69 -2%
FFA
723
Farther Finance Advisors
California
$407K +$95.7K +676 +29%
DI
724
Disciplined Investors
Texas
$406K
LCM
725
Logan Capital Management
Pennsylvania
$406K