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Name Holding Trade Value Shares
Change
Change in
Stake
SM
2126
Sweeney & Michel
California
$481K -$328K -9,288 -37%
NFSG
2127
Newbridge Financial Services Group
Florida
$481K +$89.6K +2,534 +21%
MMM
2128
Mendel Money Management
Illinois
$480K -$17.2K -485 -3%
CCP
2129
Cassia Capital Partners
North Carolina
$480K +$12.1K +341 +2%
CAM
2130
Campion Asset Management
Virginia
$479K
MWM
2131
Merriman Wealth Management
Washington
$479K -$7.78K -220 -2%
RCA
2132
Ranch Capital Advisors
Florida
$479K -$41.1K -1,163 -7%
SWP
2133
Semus Wealth Partners
Florida
$479K +$31.3K +886 +7%
IC
2134
Inscription Capital
Texas
$477K -$33.2K -938 -6%
CWM
2135
Castle Wealth Management
Florida
$477K +$778 +22 +0.2%
APW
2136
Austin Private Wealth
Texas
$477K +$75.5K +2,135 +17%
CF
2137
Copperwynd Financial
Arizona
$476K -$31.2K -883 -6%
JWWM
2138
Johnson & White Wealth Management
Pennsylvania
$476K +$508K +14,363 New
AC
2139
ASB Consultores
Florida
$476K -$147K -4,161 -22%
SAM
2140
SignalPoint Asset Management
Missouri
$475K +$29.4K +831 +6%
RC
2141
Rovin Capital
Arizona
$475K +$211K +5,977 +72%
EG
2142
Ellerson Group
Maryland
$475K +$112K +3,160 +28%
SIA
2143
Schechter Investment Advisors
Michigan
$474K -$506K -14,300 -50%
WGAM
2144
Wilkinson Global Asset Management
New York
$471K
TWM
2145
Tradition Wealth Management
Minnesota
$471K -$37.1K -1,049 -7%
PAM
2146
Pegasus Asset Management
New York
$471K -$46.4K -1,313 -8%
QC
2147
Quent Capital
New York
$467K -$197K -5,557 -28%
CWM
2148
Centurion Wealth Management
Virginia
$466K +$28.3K +800 +6%
FMP
2149
Financial Management Professionals
Texas
$466K -$78.7K -2,225 -14%
TFF
2150
The Family Firm
Maryland
$464K +$849 +24 +0.2%