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Name Holding Trade Value Shares
Change
Change in
Stake
GSWA
2801
Good Steward Wealth Advisors
Tennessee
$397K -$21.1K -52 -6%
RF
2802
Roxbury Financial
New Jersey
$397K +$812 +2 +0.2%
EP
2803
EPIQ Partners
Minnesota
$395K -$56.4K -139 -14%
DA
2804
Drake & Associates
Wisconsin
$395K +$10.6K +26 +3%
GCA
2805
Gallagher Capital Advisors
Texas
$395K +$30K +74 +10%
TPWA
2806
TRUE Private Wealth Advisors
Oregon
$395K -$30.4K -75 -8%
TCM
2807
Triumph Capital Management
Colorado
$394K +$60.9K +150 +22%
RMAM
2808
Raab & Moskowitz Asset Management
New Jersey
$394K -$3.25K -8 -1%
JPLA
2809
Joseph P. Lucia & Associates
New York
$393K +$32.5K +80 +11%
ABWM
2810
Alpine Bank Wealth Management
Colorado
$393K -$15.4K -38 -4%
EGWAG
2811
Elwood & Goetz Wealth Advisory Group
Georgia
$393K -$2.03K -5 -0.6%
CFGW
2812
Chancellor Financial Group WB
Pennsylvania
$391K +$812 +2 +0.2%
HCWM
2813
Hidden Cove Wealth Management
Washington
$391K +$16.6K +41 +5%
LA
2814
Lifeworks Advisors
Michigan
$390K +$19.5K +48 +6%
BCP
2815
Berkeley Capital Partners
Georgia
$389K -$29.2K -72 -8%
SFS
2816
Summit Financial Strategies
Ohio
$388K -$17.9K -44 -5%
CAWM
2817
Capital Advisors Wealth Management
Washington
$388K +$53.6K +132 +19%
CCA
2818
Cora Capital Advisors
New Jersey
$387K +$34.5K +85 +12%
NSIM
2819
North Star Investment Management
Illinois
$386K +$32.9K +81 +11%
CAM
2820
Capco Asset Management
Florida
$386K
WFM
2821
Wolff Financial Management
Michigan
$386K
SFG
2822
Sovereign Financial Group
Connecticut
$386K -$6.09K -15 -2%
WIA
2823
Westbourne Investment Advisors
Maryland
$385K
TC
2824
Trilogy Capital
California
$384K +$22.7K +56 +7%
IW
2825
Imprint Wealth
South Carolina
$384K -$121K -298 -27%