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Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
2401
Seven Springs Wealth Group
Tennessee
$195K +$187K +5,257 New
APWM
2402
Atlas Private Wealth Management
New York
$191K +$183K +5,134 New
BCP
2403
Blue Chip Partners
Michigan
$188K -$18.1K -507 -9%
LGWM
2404
Litman Gregory Wealth Management
California
$183K +$71.3K +2,002 +69%
FCM
2405
Firestone Capital Management
Florida
$183K +$176K +4,931 New
EWP
2406
Engrave Wealth Partners
Texas
$182K +$175K +4,920 New
BL
2407
Balentine LLC
Georgia
$176K +$3.31K +93 +2%
CWM
2408
Cranbrook Wealth Management
Michigan
$173K
AWM
2409
Atticus Wealth Management
Florida
$171K +$164K +4,592 New
BWL
2410
Bogart Wealth LLC
Virginia
$163K +$47.8K +1,341 +44%
RA
2411
Rational Advisors
New York
$155K -$219K -6,160 -60%
SMG
2412
Spectrum Management Group
Indiana
$154K
ME
2413
McIlrath & Eck
Washington
$154K +$15.9K +447 +12%
CA
2414
Centerpoint Advisors
Massachusetts
$145K +$1.85K +52 +1%
LF
2415
Lee Financial
Texas
$142K
JSC
2416
Jackson Square Capital
California
$140K +$134K +3,753 New
LD
2417
Lipe & Dalton
New York
$138K
SWM
2418
Selective Wealth Management
Virginia
$136K
LFA
2419
Lighthouse Financial Advisors
Maryland
$132K +$127K +3,558 New
SLF
2420
Sun Life Financial
Ontario, Canada
$126K -$48.6K -1,364 -29%
SFFS
2421
Stonehage Fleming Financial Services
Jersey
$126K
BAM
2422
Bellevue Asset Management
Washington
$123K +$118K +3,318 New
CIAS
2423
CBIZ Investment Advisory Services
Ohio
$121K
NG
2424
NWK Group
California
$120K +$115K +3,221 New
CWA
2425
Capital Wealth Alliance
Arizona
$117K +$118K +3,302 New