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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
2576
Register Financial Advisors
Georgia
$314K +$273K +1,147 +980%
JF
2577
JSF Financial
California
$314K – – –
TFP
2578
Traction Financial Partners
Wyoming
$313K +$300K +1,261 New
EBT
2579
Enterprise Bank & Trust
Massachusetts
$313K -$31.8K -134 -10%
MAM
2580
Mystic Asset Management
Rhode Island
$313K +$299K +1,260 New
HIP
2581
Harrell Investment Partners
Texas
$313K – – –
JWS
2582
Juncture Wealth Strategies
Arizona
$312K -$19K -80 -6%
Birch Hill Investment Advisors
2583
Birch Hill Investment Advisors
Massachusetts
$312K -$17.8K -75 -6%
BCP
2584
Blue Chip Partners
Michigan
$311K +$43.7K +184 +17%
C
2585
Covestor
United Kingdom
$311K +$126K +529 +73%
NCM
2586
NCM Capital Management
New Jersey
$310K +$102K +430 +53%
CPSAC
2587
Chas P. Smith & Associates (CPS)
Florida
$310K +$14.5K +61 +5%
GCIM
2588
Gunn & Company Investment Management
Florida
$310K +$296K +1,246 New
TA
2589
TruWealth Advisors
Louisiana
$310K +$20K +84 +7%
KWM
2590
Kolinsky Wealth Management
New Jersey
$309K +$42.8K +180 +17%
WLPWM
2591
Walled Lake Planning & Wealth Management
Illinois
$309K +$17.3K +73 +6%
CAM
2592
Crestone Asset Management
Colorado
$308K +$34K +143 +13%
MWA
2593
Meridian Wealth Advisors
Texas
$308K – – –
FPWM
2594
FSB Premier Wealth Management
Iowa
$308K – – –
FC
2595
Financial Council
Maryland
$307K – – –
KC
2596
Kepos Capital
New York
$306K +$59.2K +249 +25%
CWA
2597
Carolina Wealth Advisors
South Carolina
$306K -$1.43K -6 -0.5%
IPW
2598
Intergy Private Wealth
Colorado
$305K -$16.2K -68 -5%
LFP
2599
Leeward Financial Partners
Washington
$305K +$21.6K +91 +8%
GA
2600
Goldstein Advisors
Wisconsin
$305K -$140K -590 -32%