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Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
601
Bond & Devick Financial Network
Minnesota
$322K -$81.7K -300 -20%
HPM
602
Hoxton Planning & Management
West Virginia
$319K +$545 +2 +0.2%
JSW
603
Journey Strategic Wealth
New Jersey
$318K -$12.8K -47 -4%
CAL
604
Capital Analysts LLC
Pennsylvania
$318K -$8.44K -31 -3%
WAP
605
Wealthcare Advisory Partners
Pennsylvania
$317K -$36K -132 -10%
CFSG
606
Community Financial Services Group
Vermont
$316K -$144K -529 -31%
BGC
607
Beutel, Goodman & Co
Ontario, Canada
$308K +$313K +1,150 New
BCM
608
Brookstone Capital Management
Illinois
$307K +$52K +191 +20%
LCGC
609
Legacy Capital Group California
California
$305K -$272 -1 -0.1%
Koshinski Asset Management
610
Koshinski Asset Management
Illinois
$301K +$19.6K +72 +7%
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$300K
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$299K +$5.99K +22 +2%
ICP
613
Impact Capital Partners
Colorado
$298K -$83.1K -305 -22%
CNBOF
614
City National Bank of Florida
Florida
$297K -$131K -482 -30%
FFN
615
Focus Financial Network
Minnesota
$296K -$4.9K -18 -2%
CWM
616
Concentrum Wealth Management
California
$296K -$1.36K -5 -0.5%
BHPW
617
Beverly Hills Private Wealth
California
$295K -$9.81K -36 -3%
BCM
618
Barometer Capital Management
Ontario, Canada
$293K +$72.2K +265 +32%
EL
619
EWA LLC
Pennsylvania
$291K +$3.54K +13 +1%
CIM
620
Contravisory Investment Management
Massachusetts
$290K -$12K -44 -4%
AIM
621
Avity Investment Management
Connecticut
$287K -$196K -720 -40%
PCWA
622
Pacific Capital Wealth Advisors
California
$286K
EH
623
Equitable Holdings
New York
$286K +$18K +66 +7%
CWA
624
Cura Wealth Advisors
Illinois
$286K -$1.36K -5 -0.5%
VC
625
Veracity Capital
Georgia
$285K -$18.8K -69 -6%