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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2301
Swan Capital
Florida
$321K – – –
LCC
2302
Lincoln Capital Corp
Rhode Island
$321K – – –
CWM
2303
Connecticut Wealth Management
Connecticut
$321K -$10.8K -370 -3%
ZAM
2304
Zevin Asset Management
Massachusetts
$321K – – –
WAM
2305
Walker Asset Management
Missouri
$321K +$22.3K +766 +7%
NL
2306
Navalign LLC
California
$321K -$34K -1,167 -10%
GA
2307
Goldstein Advisors
Wisconsin
$320K -$3.03K -104 -0.9%
BONST
2308
Bank of Nova Scotia Trust
Ontario, Canada
$320K +$36.6K +1,256 +13%
BWM
2309
BKM Wealth Management
Wisconsin
$320K +$159K +5,455 +97%
LWM
2310
Laidlaw Wealth Management
New York
$319K +$13.6K +467 +4%
STA
2311
Smith Thornton Advisors
Alabama
$319K -$2.48K -85 -0.8%
BCA
2312
Bray Capital Advisors
Florida
$319K – – –
CCG
2313
Catalina Capital Group
California
$319K +$91.2K +3,127 +40%
Vanguard Capital Wealth Advisors
2314
Vanguard Capital Wealth Advisors
Colorado
$318K -$59.3K -2,034 -16%
FUBT
2315
First United Bank & Trust
Maryland
$318K – – –
GWM
2316
Gray Wealth Management
Maine
$318K +$12.2K +419 +4%
CF
2317
Convergence Financial
Missouri
$316K -$186K -6,371 -37%
DAC
2318
Dividend Assets Capital
South Carolina
$315K -$4.49K -154 -1%
LWM
2319
LJI Wealth Management
Indiana
$315K -$22.8K -782 -7%
RFN
2320
RDA Financial Network
Iowa
$315K -$48.4K -1,659 -13%
SFI
2321
SPC Financial Inc
Maryland
$314K +$3.09K +106 +1%
SPWG
2322
Syntegra Private Wealth Group
Missouri
$314K +$554 +19 +0.2%
TPW
2323
Tiller Private Wealth
Pennsylvania
$314K – – –
AT
2324
Arlington Trust
Alabama
$313K -$11.3K -388 -3%
SFM
2325
Signet Financial Management
New Jersey
$313K -$3.24K -111 -1%