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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
4301
Buckhead Capital Management
Georgia
$345K -$10.6K -90 -3%
IDBONY
4302
Israel Discount Bank of New York
New York
$345K -$95K -804 -22%
RWP
4303
Reliant Wealth Planning
Kentucky
$345K -$2.6K -22 -0.8%
BWA
4304
BCU Wealth Advisors
Illinois
$344K
BWS
4305
BCR Wealth Strategies
Alabama
$343K +$8.27K +70 +3%
SIM
4306
Sterling Investment Management
Arizona
$343K
CM
4307
Cornerstone Management
Georgia
$342K +$2.36K +20 +0.7%
MSCM
4308
McElhenny Sheffield Capital Management
Texas
$342K +$21.6K +183 +7%
SPL
4309
Smart Portfolios LLC
Washington
$341K +$8.86K +75 +3%
FW
4310
Fairway Wealth
Ohio
$340K +$94.7K +802 +40%
AFS
4311
Access Financial Services
Minnesota
$340K
BFS
4312
Bare Financial Services
Pennsylvania
$340K
PWP
4313
Phillips Wealth Planners
Mississippi
$340K +$12.3K +104 +4%
DF
4314
DecisionPoint Financial
Arizona
$340K +$66.9K +566 +25%
FA
4315
Financial Advisors
Massachusetts
$339K +$11.6K +98 +4%
SWM
4316
Sagace Wealth Management
Florida
$339K -$129K -1,090 -31%
HWA
4317
Hillcrest Wealth Advisors
New Jersey
$339K
FCM
4318
Fogel Capital Management
Florida
$338K +$31.9K +270 +11%
VWA
4319
Valued Wealth Advisors
Utah
$336K +$28K +237 +9%
PPA
4320
Painted Porch Advisors
California
$335K -$209K -1,770 -39%
FWMM
4321
Foundation Wealth Management (Missouri)
Missouri
$335K +$326K +2,756 New
MS
4322
Maven Securities
Jersey
$334K -$1.79M -15,185 -85%
HCP
4323
Hardin Capital Partners
South Carolina
$331K +$7.68K +65 +3%
DWM
4324
Denver Wealth Management
Colorado
$331K +$35.7K +302 +12%
LSA
4325
Lansing Street Advisors
Pennsylvania
$331K +$111K +938 +53%