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Name Holding Trade Value Shares
Change
Change in
Stake
BA
2401
Bristlecone Advisors
Washington
$564K +$16.3K +341 +3%
RWMH
2402
Riverpoint Wealth Management Holdings
Illinois
$563K +$3.93K +82 +0.8%
JCM
2403
Jag Capital Management
Missouri
$560K -$36.5K -761 -7%
CFG
2404
Carr Financial Group
Massachusetts
$560K +$524K +10,936 New
PTB
2405
Pioneer Trust Bank
Oregon
$560K -$5.08K -106 -1%
MWM
2406
Mattern Wealth Management
Kansas
$560K
BWM
2407
BNC Wealth Management
Oregon
$558K -$7.24K -151 -1%
RGF
2408
Retirement Guys Formula
Ohio
$557K +$285K +5,952 +121%
AA
2409
ACT Advisors
North Carolina
$554K +$3.83K +80 +0.7%
FFWM
2410
Future Financial Wealth Management
Ohio
$552K +$20.5K +428 +4%
AMR
2411
Asset Management Resources
Massachusetts
$552K +$2.78K +58 +0.5%
SAM
2412
Satovsky Asset Management
New York
$552K +$4.22K +88 +0.8%
CWP
2413
Capital Wealth Planning
Florida
$550K +$4.36K +91 +0.9%
FEM
2414
Fulcrum Equity Management
Texas
$550K +$4.03K +84 +0.8%
FH
2415
FWG Holdings
Florida
$547K -$15.2K -316 -3%
HTI
2416
Hikari Tsushin Inc
Japan
$547K
OWA
2417
Octavia Wealth Advisors
Ohio
$546K +$68.2K +1,423 +15%
NC
2418
NovaPoint Capital
Georgia
$546K -$28.5K -595 -5%
VBCG
2419
Valley Brook Capital Group
Pennsylvania
$546K
BBWP
2420
Beacon Bridge Wealth Partners
Pennsylvania
$545K +$510K +10,643 New
SWRP
2421
Summit Wealth & Retirement Planning
California
$545K +$2.64K +55 +0.5%
SL
2422
Salomon & Ludwin
Virginia
$545K -$14.4K -300 -3%
PHAM
2423
Palisades Hudson Asset Management
Florida
$544K +$3.98K +83 +0.8%
PCOC
2424
Power Corp of Canada
Canada
$544K
DCM
2425
Deuterium Capital Management
Florida
$541K +$278K +5,789 +121%