Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2451
Hollencrest Capital Management
California
$266K -$2.1M -54,038 -89%
OPWM
2452
Oxinas Partners Wealth Management
Indiana
$266K -$62.7K -1,612 -19%
AWM
2453
Accel Wealth Management
Iowa
$266K -$44.8K -1,152 -14%
TIM
2454
Total Investment Management
Arizona
$266K -$15.5K -399 -6%
BAMG
2455
Brand Asset Management Group
Missouri
$266K +$11.4K +293 +5%
EIP
2456
Ellis Investment Partners
Pennsylvania
$265K +$2.37K +61 +0.9%
NW
2457
NewEdge Wealth
Pennsylvania
$265K +$263K +6,760 New
TF
2458
TimeScale Financial
Massachusetts
$264K +$2.92K +75 +1%
LAS
2459
Lloyd Advisory Services
Georgia
$264K +$29.2K +750 +13%
RSS
2460
Rosenblum Silverman Sutton
California
$263K – – –
DI
2461
Disciplined Investments
Oklahoma
$262K +$1.28K +33 +0.5%
SEP
2462
Southland Equity Partners
Missouri
$260K -$38.7K -996 -13%
LBD
2463
Landsberg Bennett & Dubbaneh
Florida
$260K -$26.1K -670 -9%
SFG
2464
StrategIQ Financial Group
Indiana
$260K +$350 +9 +0.1%
BFG
2465
Barber Financial Group
Kansas
$259K +$1.79K +46 +0.7%
FH
2466
FWG Holdings
Florida
$259K +$257K +6,615 New
CC
2467
Cornerstone Capital
California
$258K – – –
GPWA
2468
Great Point Wealth Advisors
Massachusetts
$258K – – –
ML
2469
McAdam LLC
Pennsylvania
$258K +$235K +6,038 New
CL
2470
COWA LLC
Oklahoma
$257K – – –
DIM
2471
Delta Investment Management
California
$257K +$78 +2 +0%
PGAM
2472
Princeton Global Asset Management
New Jersey
$257K +$30.1K +774 +13%
SG
2473
Somerset Group
Minnesota
$256K +$7.66K +197 +3%
CM
2474
Castleark Management
Illinois
$255K – – –
RTS
2475
Round Table Services
New Jersey
$255K +$156 +4 +0.1%