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Name Holding Trade Value Shares
Change
Change in
Stake
BLWM
1826
Bucket List Wealth Management
Florida
$495K +$501K +19,875 New
GKWIM
1827
Gerber Kawasaki Wealth & Investment Management
California
$493K +$7.89K +313 +2%
BO
1828
Bank OZK
Arkansas
$493K +$16.6K +659 +3%
FFP
1829
FourThought Financial Partners
Florida
$492K -$42.6K -1,688 -8%
RA
1830
Ransom Advisory
Rhode Island
$492K -$35.3K -1,399 -7%
WF
1831
Warner Financial
Maryland
$491K
HFBOT
1832
Home Federal Bank of Tennessee
Tennessee
$489K
KMWM
1833
Keudell/Morrison Wealth Management
Oregon
$489K +$495K +19,628 New
KWMG
1834
King Wealth Management Group
Florida
$487K +$216K +8,576 +78%
RBWA
1835
RFG - Bristol Wealth Advisors
Massachusetts
$485K +$3.13K +124 +0.6%
SWP
1836
Summit Wealth Partners
Florida
$485K -$12.6K -501 -3%
AFM
1837
Abbot Financial Management
Massachusetts
$484K -$39.3K -1,560 -7%
SAM
1838
Summit Asset Management
Tennessee
$482K -$113K -4,476 -19%
CIG
1839
Cullen Investment Group
Louisiana
$482K -$92.2K -3,658 -16%
LBC
1840
Leigh Baldwin & Co
New York
$481K -$1.11M -43,949 -69%
BV
1841
Boxwood Ventures
Illinois
$479K
PNFS
1842
PW Nova Financial Services
Pennsylvania
$479K +$480K +19,042 New
FA
1843
Forefront Analytics
Pennsylvania
$476K +$165K +6,526 +52%
OL
1844
one8zero8 LLC
North Carolina
$475K -$34.4K -1,366 -7%
RCM
1845
RNC Capital Management
California
$475K -$1.26K -50 -0.3%
AGP
1846
Aspire Growth Partners
Florida
$475K -$36.5K -1,448 -7%
TWM
1847
Tortuga Wealth Management
California
$475K +$481K +19,073 New
PPW
1848
Parcion Private Wealth
Washington
$475K +$60K +2,381 +14%
BIG
1849
Brookwood Investment Group
Arizona
$474K +$36.5K +1,449 +8%
NFG
1850
Norris Financial Group
South Carolina
$473K +$27.7K +1,100 +6%