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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
2726
Wealth Management Associates
New Jersey
$300K +$31.3K +91 +11%
LAM
2727
L2 Asset Management
Massachusetts
$300K +$306K +888 New
WG
2728
Wealth Group
North Carolina
$300K – – –
BCP
2729
Berkeley Capital Partners
Georgia
$300K +$12.4K +36 +4%
KFP
2730
Kerr Financial Planning
California
$300K -$3.1K -9 -1%
GSWA
2731
Good Steward Wealth Advisors
Tennessee
$298K -$24.4K -71 -7%
FWP
2732
Forefront Wealth Partners
Texas
$298K +$2.06K +6 +0.7%
DA
2733
Dash Acquisitions
California
$297K -$172K -500 -38%
FFC
2734
Frederick Financial Consultants
Maryland
$297K +$60.2K +175 +25%
MAG
2735
M3 Advisory Group
Massachusetts
$297K +$1.03K +3 +0.3%
WF
2736
WinCap Financial
Massachusetts
$297K – – –
MVF
2737
Markin Volterra Fund
New York
$296K -$43.7K -127 -13%
HKIMG
2738
Hutchens & Kramer Investment Management Group
Indiana
$296K -$57.8K -168 -16%
SIA
2739
Sovereign Investment Advisors
Arizona
$296K +$301K +875 New
TAM
2740
Townsend Asset Management
North Carolina
$295K +$1.38K +4 +0.5%
ADL
2741
Asset Dedication LLC
California
$295K +$13.4K +39 +5%
WA
2742
Waystone Advisors
Washington
$294K +$299K +869 New
AA
2743
ABC Arbitrage
France
$294K +$299K +869 New
BA
2744
Ballew Advisors
Mississippi
$293K – – –
ME
2745
McIlrath & Eck
Washington
$293K +$73.6K +214 +33%
ABWM
2746
Alpine Bank Wealth Management
Colorado
$291K +$13.8K +40 +5%
EA
2747
Emerald Advisors
Washington
$290K – – –
CFG
2748
CKW Financial Group
Hawaii
$290K – – –
SFS
2749
Summit Financial Strategies
Ohio
$290K -$25.8K -75 -8%
LIA
2750
Lynx Investment Advisory
District of Columbia
$289K -$2.06K -6 -0.7%