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Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
1026
Summit Wealth & Retirement Planning
California
$240K +$209K +2,205 New
FHA
1027
First Horizon Advisors
Tennessee
$239K +$1.61K +17 +0.8%
Koshinski Asset Management
1028
Koshinski Asset Management
Illinois
$238K -$8.63K -91 -4%
FHA
1029
Flagship Harbor Advisors
Massachusetts
$238K +$72.5K +764 +54%
MCM
1030
Maryland Capital Management
Maryland
$237K +$206K +2,173 New
WU
1031
Wealthsimple US
New York
$236K +$206K +2,168 New
II
1032
Inspire Investing
Idaho
$236K +$206K +2,170 New
WJA
1033
Willis Johnson & Associates
Texas
$233K +$202K +2,132 New
ISL
1034
Ingalls & Snyder LLC
New York
$233K +$202K +2,133 New
LSPW
1035
Lake Street Private Wealth
Illinois
$233K +$203K +2,141 New
MFS
1036
Mirabella Financial Services
United Kingdom
$232K -$287K -3,021 -59%
EWA
1037
EP Wealth Advisors
California
$229K +$199K +2,102 New
SWA
1038
SOA Wealth Advisors
New York
$227K +$161K +1,700 New
CL
1039
Choreo LLC
Illinois
$225K +$196K +2,062 New
LW
1040
Linscomb Wealth
Texas
$225K +$196K +2,066 New
CT
1041
Caldwell Trust
Florida
$224K – – –
TFA
1042
Toth Financial Advisory
Virginia
$219K +$48.4K +510 +34%
SA
1043
Sicart Associates
New York
$219K +$190K +2,000 New
UMC
1044
United Maritime Capital
New York
$219K +$190K +2,000 New
SWMG
1045
Strategic Wealth Management Group
Maryland
$219K +$190K +2,007 New
SEP
1046
Southland Equity Partners
Missouri
$218K +$190K +2,002 New
CICI
1047
Capital Investment Counsel Inc
North Carolina
$218K +$190K +2,000 New
MPAM
1048
Murphy Pohlad Asset Management
Minnesota
$216K -$107K -1,123 -36%
SFG
1049
SageGuard Financial Group
Tennessee
$216K +$188K +1,978 New
BFEC
1050
Benjamin F. Edwards & Company
Missouri
$215K +$6.92K +73 +4%