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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
2851
Lynx Investment Advisory
District of Columbia
$721K +$53.7K +135 +9%
JWM
2852
Jacksonville Wealth Management
Florida
$720K – – –
LCM
2853
Lunt Capital Management
Utah
$720K – – –
CMP
2854
Christine Messmer PC
Pennsylvania
$720K +$70K +176 +11%
CWM
2855
ClientFirst Wealth Management
Arkansas
$719K – – –
MWA
2856
Meridian Wealth Advisors
Texas
$719K +$37K +93 +6%
ECM
2857
EMC Capital Management
Texas
$718K +$756K +1,900 New
YWM
2858
Yoder Wealth Management
California
$718K +$33.8K +85 +5%
JAFL
2859
Jay A. Fishman Ltd
Michigan
$718K – – –
NLWP
2860
Next Level Wealth Planning
Idaho
$718K +$31.4K +79 +5%
BM
2861
Berman McAleer
Maryland
$717K +$37K +93 +6%
OIS
2862
Okabena Investment Services
Minnesota
$717K +$678K +1,704 New
LCWM
2863
Legacy Capital Wealth Management
Texas
$716K -$318K -799 -32%
BFS
2864
Boyer Financial Services
California
$716K +$100K +252 +16%
SCA
2865
Stonebridge Capital Advisors
Minnesota
$716K -$25.1K -63 -4%
TDC
2866
Thompson Davis & Co
Virginia
$715K -$49.7K -125 -7%
HNB
2867
Hilltop National Bank
Wyoming
$715K -$17.9K -45 -3%
KNW
2868
Kesler Norman & Wride
Utah
$714K +$2.78K +7 +0.4%
TWP
2869
Tenet Wealth Partners
Illinois
$713K +$917K +2,306 New
NFG
2870
Norris Financial Group
South Carolina
$710K +$88.3K +222 +15%
PCA
2871
Peddock Capital Advisors
Massachusetts
$710K – – –
GFG
2872
Grantvest Financial Group
New Jersey
$710K +$18.7K +47 +3%
DFCM
2873
Dark Forest Capital Management
Puerto Rico
$710K +$201K +505 +43%
FFBTD
2874
First Financial Bank - Trust Division
Ohio
$710K – – –
WA
2875
WealthTrust Axiom
Pennsylvania
$709K +$2.78K +7 +0.4%