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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
3076
MBE Wealth Management
Wisconsin
$476K – – –
SC
3077
Sonen Capital
California
$476K -$203K -4,540 -29%
VWM
3078
Valley Wealth Managers
New Jersey
$474K +$10.3K +230 +2%
SSW
3079
Smith Shellnut Wilson
Mississippi
$473K +$44.8K +1,000 +10%
FAM
3080
Flaharty Asset Management
Florida
$471K +$66.3K +1,480 +16%
ACM
3081
Avalon Capital Management
California
$470K – – –
TGAM
3082
TBH Global Asset Management
Tennessee
$469K -$2.24K -50 -0.5%
FSC
3083
Full Sail Capital
Oklahoma
$469K +$483K +10,780 New
SIM
3084
Stratos Investment Management
Ohio
$468K -$22.4K -500 -4%
LWMG
3085
Levy Wealth Management Group
Pennsylvania
$468K – – –
SFC
3086
SYM Financial Corp
Indiana
$466K -$7.17K -160 -1%
CCP
3087
Clarkston Capital Partners
Michigan
$465K – – –
GFP
3088
Guardian Financial Partners
California
$465K +$478K +10,680 New
AP
3089
Atwood & Palmer
Missouri
$464K – – –
WQ
3090
Wealth Quarterback
New Jersey
$464K +$55.1K +1,230 +13%
FBA
3091
Front Barnett Associates
Illinois
$462K -$4.48K -100 -0.9%
CAM
3092
CenterStar Asset Management
Illinois
$461K -$1.42M -31,620 -75%
SIG
3093
Spinnaker Investment Group
California
$461K +$11.6K +260 +3%
AWM
3094
Austin Wealth Management
Texas
$460K +$431K +9,620 New
Vaughan David Investments
3095
Vaughan David Investments
Illinois
$459K -$175K -3,910 -27%
GCM
3096
Gallacher Capital Management
Colorado
$458K +$26.4K +590 +6%
PFA
3097
Plotkin Financial Advisors
Maryland
$458K -$285K -6,370 -38%
SW
3098
StrongBox Wealth
Missouri
$458K +$124K +2,760 +36%
MGWM
3099
Marks Group Wealth Management
Minnesota
$457K -$28.7K -640 -6%
PWA
3100
PCG Wealth Advisors
Kansas
$457K +$78.9K +1,760 +20%