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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1026
Brookstone Capital Management
Illinois
$404K -$5K -50 -1%
STP
1027
Science & Technology Partners
New York
$404K +$350K +3,500 New
AWE
1028
Avidian Wealth Enterprises
Texas
$402K -$5K -50 -1%
CCWM
1029
Cassaday & Co Wealth Management
Virginia
$401K -$4.8K -48 -1%
BFC
1030
Bedel Financial Consulting
Indiana
$399K
PFA
1031
Pure Financial Advisors
California
$399K +$51.3K +513 +17%
FLPIM
1032
F.L. Putnam Investment Management
Massachusetts
$399K +$100 +1 +0%
RCA
1033
Resonant Capital Advisors
Wisconsin
$397K +$22.7K +227 +7%
CAG
1034
Csenge Advisory Group
Florida
$395K +$28.5K +285 +8%
PCM
1035
Prelude Capital Management
New York
$394K -$1.43M -14,263 -81%
SCM
1036
Saxony Capital Management
Missouri
$394K +$35.7K +357 +12%
BCM
1037
Buckhead Capital Management
Georgia
$392K
OFG
1038
Oxford Financial Group
Indiana
$392K -$49.5K -495 -13%
YWS
1039
Yarger Wealth Strategies
Ohio
$390K +$35.9K +359 +12%
AWM
1040
Accurate Wealth Management
Florida
$388K -$3.7K -37 -1%
VHAM
1041
Van Hulzen Asset Management
California
$388K -$10K -100 -3%
RFP
1042
Root Financial Partners
California
$387K -$23.4K -234 -7%
LJAC
1043
L.J. Altfest & Co
New York
$386K -$14.9K -149 -4%
ACIM
1044
Azimuth Capital Investment Management
Michigan
$382K +$22.5K +225 +7%
TWM
1045
Trueblood Wealth Management
Ohio
$382K
TCA
1046
Trifecta Capital Advisors
Illinois
$381K +$300K +3,000 +1,000%
EFL
1047
ERn Financial LLC
Wisconsin
$380K
JWS
1048
Juncture Wealth Strategies
Arizona
$379K +$17.2K +172 +6%
KP
1049
Keel Point
Alabama
$378K +$1K +10 +0.3%
GFPC
1050
Global Financial Private Client
Florida
$378K