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Name Holding Trade Value Shares
Change
Change in
Stake
CW
2076
Channel Wealth
California
$356K +$857 +34 +0.2%
BFWM
2077
Bright Futures Wealth Management
New York
$356K +$70.7K +2,804 +24%
AWM
2078
Angeles Wealth Management
California
$355K +$71.8K +2,847 +25%
NG
2079
Northstar Group
New York
$354K -$21.7K -860 -6%
FM
2080
Family Management
New York
$354K -$3.03M -120,027 -89%
CCFM
2081
Clear Creek Financial Management
Washington
$352K -$14.4K -573 -4%
VFG
2082
Victory Financial Group
Texas
$352K +$77.8K +3,084 +28%
WWC
2083
Waypoint Wealth Counsel
Georgia
$351K -$15.8K -627 -4%
CMP
2084
Coston McIsaac & Partners
Maine
$351K -$9.23K -366 -3%
MFG
2085
Mainsail Financial Group
Washington
$351K +$127K +5,055 +56%
SSC
2086
Syverson Strege & Co
Iowa
$351K +$15.5K +616 +5%
SWMG
2087
Stillwater Wealth Management Group
Florida
$349K +$20.4K +810 +6%
SC
2088
Sykon Capital
New York
$349K – – –
APW
2089
Acima Private Wealth
Virginia
$349K -$13.4K -533 -4%
LCM
2090
LCM Capital Management
Illinois
$349K -$25.7K -1,019 -7%
LIA
2091
LBMC Investment Advisors
Tennessee
$347K -$7.14K -283 -2%
AIA
2092
AIMZ Investment Advisors
California
$347K -$30K -1,191 -8%
ACP
2093
Argyle Capital Partners
California
$346K +$31.8K +1,261 +10%
SFP
2094
Shepherd Financial Partners
Massachusetts
$346K -$7.92K -314 -2%
CFA
2095
Cahill Financial Advisors
Minnesota
$346K -$212K -8,401 -38%
HCMG
2096
Howard Capital Management Group
California
$346K – – –
SP
2097
Successful Portfolios
Florida
$345K +$7.87K +312 +2%
BWA
2098
Basecamp Wealth Advisors
Washington
$345K +$349K +13,853 New
SAM
2099
Sagewood Asset Management
New York
$345K +$349K +13,845 New
PA
2100
PSI Advisors
Florida
$344K -$189K -7,500 -35%