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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
3026
Sunburst Financial Group
Alabama
$544K +$19.4K +47 +3%
TF
3027
Tenzing Financial
Virginia
$544K +$11.1K +27 +2%
WCP
3028
Wealthcare Capital Partners
Pennsylvania
$544K +$8.24K +20 +1%
SIM
3029
Seaview Investment Managers
Florida
$544K +$138K +334 +30%
EPW
3030
Endeavor Private Wealth
Kansas
$543K +$33.8K +82 +6%
HAFS
3031
Hapanowicz & Associates Financial Services
Pennsylvania
$541K +$1.24K +3 +0.2%
JHCP
3032
Jackson Hole Capital Partners
Oklahoma
$541K +$16.9K +41 +3%
WCM
3033
Washburn Capital Management
Florida
$540K +$30.5K +74 +5%
AAM
3034
Austin Asset Management
Texas
$540K +$14.8K +36 +3%
NWM
3035
Nova Wealth Management
Florida
$538K -$412 -1 -0.1%
VCM
3036
Vision Capital Management
Oregon
$537K
JRSI
3037
Jeter Robert S II
$536K +$516K +1,252 New
AW
3038
Atlas Wealth
Ohio
$536K -$12.4K -30 -2%
SFC
3039
Swisher Financial Concepts
Ohio
$535K -$24.7K -60 -4%
OPWM
3040
Oakwell Private Wealth Management
Texas
$534K -$433K -1,052 -42%
WWM
3041
Wiser Wealth Management
Georgia
$532K +$41.6K +101 +8%
WA
3042
WPG Advisers
Maryland
$532K -$16.9K -41 -3%
BP
3043
BBR Partners
New York
$532K +$95.6K +232 +19%
DI
3044
Disciplined Investors
Texas
$531K +$589K +1,429 New
IASG
3045
Investment Advisory Services Group
Florida
$531K
MCWA
3046
Meadow Creek Wealth Advisors
Georgia
$530K -$79.9K -194 -12%
GG
3047
GenWealth Group
New Jersey
$530K
HOWA
3048
Heritage Oak Wealth Advisors
Florida
$529K -$16.5K -40 -3%
AWA
3049
ARQ Wealth Advisors
Arizona
$528K +$16.5K +40 +3%
HBS
3050
Howard Bailey Securities
Indiana
$528K -$22.2K -54 -4%