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Name Holding Trade Value Shares
Change
Change in
Stake
WF
4751
WinCap Financial
Massachusetts
$392K +$403K +2,922 New
FSG
4752
Financial Strategies Group
Michigan
$392K -$28.8K -209 -7%
FFIC
4753
First Fiduciary Investment Counsel
Ohio
$392K
BWS
4754
BCR Wealth Strategies
Alabama
$391K +$12.3K +89 +3%
CAM
4755
Chesapeake Asset Management
New York
$390K -$3.03M -21,955 -88%
CCIA
4756
Campbell & Co Investment Adviser
Maryland
$390K +$400K +2,902 New
DA
4757
Dover Advisors
Virginia
$389K
EC
4758
EntryPoint Capital
New York
$389K +$3.72K +27 +0.9%
SWM
4759
Seed Wealth Management
Illinois
$387K
FF
4760
Fortitude Financial
Washington
$386K +$397K +2,878 New
DF
4761
DecisionPoint Financial
Arizona
$386K +$11K +80 +3%
FWM
4762
ForthRight Wealth Management
Georgia
$385K +$41.5K +301 +12%
MWA
4763
Martel Wealth Advisors
Washington
$384K
NF
4764
NavPoint Financial
Minnesota
$383K
PM
4765
Phraction Management
Connecticut
$383K -$38K -276 -9%
AC
4766
Annandale Capital
Texas
$383K -$13.1K -95 -3%
SFWA
4767
Summit Financial Wealth Advisors
Louisiana
$383K -$21.2K -154 -4%
WF
4768
Warner Financial
Maryland
$382K
HWMG
4769
Hurlow Wealth Management Group
Indiana
$382K -$827 -6 -0.2%
BCM
4770
Buckhead Capital Management
Georgia
$381K
TWA
4771
Trace Wealth Advisors
California
$381K +$391K +2,838 New
BWA
4772
BCU Wealth Advisors
Illinois
$380K
CWP
4773
Clark Wealth Partners
Illinois
$380K +$390K +2,828 New
FSC
4774
Full Sail Capital
Oklahoma
$379K +$88.6K +643 +29%
PA
4775
Pineridge Advisors
Missouri
$378K +$190K +1,379 +96%