Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2226
Alhambra Investment Management
Florida
$330K -$6.1K -233 -2%
ACGA
2227
Atlanta Consulting Group Advisors
Georgia
$330K -$1.28K -49 -0.4%
EW
2228
Element Wealth
Mississippi
$330K -$26.2K -1,000 -7%
PRI
2229
Prepared Retirement Institute
Pennsylvania
$330K -$48.2K -1,843 -12%
BFA
2230
Beaumont Financial Advisors
Massachusetts
$330K -$58.6K -2,240 -15%
ML
2231
McAdam LLC
Pennsylvania
$329K -$201K -7,667 -37%
CSI
2232
Cross Staff Investments
New York
$328K – – –
WFC
2233
Western Financial Corp
California
$327K -$22.4K -855 -6%
WW
2234
Waterfront Wealth
Kansas
$327K -$13.7K -523 -4%
AWMM
2235
Aegis Wealth Management (Maryland)
Maryland
$327K +$52 +2 +0%
PAS
2236
PKS Advisory Services
New York
$327K +$22.2K +849 +7%
QC
2237
Quent Capital
New York
$326K +$44.3K +1,694 +15%
WAM
2238
Walker Asset Management
Missouri
$326K +$33.1K +1,264 +11%
SCM
2239
Stonehearth Capital Management
Massachusetts
$326K +$7.85K +300 +2%
BRWM
2240
Blue Rock Wealth Management
North Carolina
$325K +$333K +12,709 New
MF
2241
Manchester Financial
California
$325K – – –
VDI
2242
Vaughan David Investments
Illinois
$325K +$2.69K +103 +0.8%
HGWM
2243
Horst & Graben Wealth Management
Oregon
$325K +$6.52K +249 +2%
MC
2244
Mirabaud & Cie
Switzerland
$324K +$30.1K +1,150 +10%
FFS
2245
Founders Financial Securities
Maryland
$324K +$59.2K +2,263 +19%
SAM
2246
Strive Asset Management
Ohio
$323K -$99.3K -3,796 -23%
SAM
2247
Satovsky Asset Management
New York
$323K +$2.77K +106 +0.8%
BFS
2248
BridgePort Financial Solutions
Iowa
$322K +$837 +32 +0.3%
IGGA
2249
Iron Gate Global Advisors
Utah
$322K +$262 +10 +0.1%
MW
2250
MBL Wealth
North Carolina
$321K +$332K +12,670 New