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Name Holding Trade Value Shares
Change
Change in
Stake
HCA
2401
Heck Capital Advisors
Wisconsin
$196K +$6.88K +193 +4%
SSWG
2402
Seven Springs Wealth Group
Tennessee
$195K +$187K +5,257 New
APWM
2403
Atlas Private Wealth Management
New York
$191K +$183K +5,134 New
BCP
2404
Blue Chip Partners
Michigan
$188K -$18.1K -507 -9%
LGWM
2405
Litman Gregory Wealth Management
California
$183K +$71.3K +2,002 +69%
FCM
2406
Firestone Capital Management
Florida
$183K +$176K +4,931 New
EWP
2407
Engrave Wealth Partners
Texas
$182K +$175K +4,920 New
BL
2408
Balentine LLC
Georgia
$176K +$3.31K +93 +2%
CWM
2409
Cranbrook Wealth Management
Michigan
$173K – – –
AWM
2410
Atticus Wealth Management
Florida
$171K +$164K +4,592 New
BWL
2411
Bogart Wealth LLC
Virginia
$163K +$47.8K +1,341 +44%
RA
2412
Rational Advisors
New York
$155K -$219K -6,160 -60%
SMG
2413
Spectrum Management Group
Indiana
$154K – – –
ME
2414
McIlrath & Eck
Washington
$154K +$15.9K +447 +12%
CA
2415
Centerpoint Advisors
Massachusetts
$145K +$1.85K +52 +1%
LF
2416
Lee Financial
Texas
$142K – – –
JSC
2417
Jackson Square Capital
California
$140K +$134K +3,753 New
LD
2418
Lipe & Dalton
New York
$138K – – –
SWM
2419
Selective Wealth Management
Virginia
$136K – – –
LFA
2420
Lighthouse Financial Advisors
Maryland
$132K +$127K +3,558 New
SLF
2421
Sun Life Financial
Ontario, Canada
$126K -$48.6K -1,364 -29%
SFFS
2422
Stonehage Fleming Financial Services
Jersey
$126K – – –
BAM
2423
Bellevue Asset Management
Washington
$123K +$118K +3,318 New
CIAS
2424
CBIZ Investment Advisory Services
Ohio
$121K – – –
NG
2425
NWK Group
California
$120K +$115K +3,221 New