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Name Holding Trade Value Shares
Change
Change in
Stake
BBES
1201
Buffalo Business & Estate Services
New York
$319K +$333K +1,569 New
Voloridge Investment Management
1202
Voloridge Investment Management
Florida
$316K +$330K +1,555 New
WSFG
1203
Wall Street Financial Group
Illinois
$314K +$5.3K +25 +2%
DWM
1204
Darwin Wealth Management
Florida
$314K -$6.36K -30 -2%
XWM
1205
Xcel Wealth Management
Florida
$313K
BIG
1206
Brookwood Investment Group
Arizona
$312K -$478K -2,254 -59%
BW
1207
Blalock Williams
Alabama
$312K -$30.7K -145 -9%
RL
1208
Rogco LP
Oklahoma
$311K +$75.9K +358 +30%
SWM
1209
Spire Wealth Management
Virginia
$311K +$16.3K +77 +5%
SAW
1210
Signal Advisors Wealth
Michigan
$310K +$43K +203 +15%
HAS
1211
Horizon Advisory Services
New York
$310K +$324K +1,526 New
NB
1212
NBT Bank
New York
$310K -$288K -1,360 -47%
EWM
1213
Evermay Wealth Management
Virginia
$310K -$9.12K -43 -3%
IIL
1214
Income Insurance Ltd
$310K +$323K +1,525 New
PWP
1215
Perfromance Wealth Partners
Illinois
$310K +$1.7K +8 +0.5%
QFPS
1216
Quantum Financial Planning Services
Washington
$308K +$9.54K +45 +3%
CCFM
1217
Clear Creek Financial Management
Washington
$305K +$65.7K +310 +26%
EFS
1218
Essex Financial Services
Connecticut
$304K -$7.21K -34 -2%
USCWA
1219
U.S. Capital Wealth Advisors
Texas
$304K +$47.5K +224 +18%
KA
1220
Klingman & Associates
New York
$301K -$9.54K -45 -3%
CIA
1221
Capital Investment Advisors
Georgia
$300K +$58.7K +277 +23%
WDA
1222
Wendell David Associates
New Hampshire
$300K -$37.1K -175 -11%
CWA
1223
Canvas Wealth Advisors
Kansas
$300K -$7.21K -34 -2%
A
1224
Argentarii
Ohio
$300K +$25.2K +119 +9%
OCA
1225
OpenArc Corporate Advisory
Georgia
$299K +$312K +1,473 New