Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1776
Winthrop Capital Management
Indiana
$395K +$463K +2,380 New
GSIAS
1777
Garden State Investment Advisory Services
New Jersey
$390K +$47.6K +245 +12%
KA
1778
KDT Advisors
New York
$390K +$9.72K +50 +2%
PPWM
1779
PFG Private Wealth Management
Florida
$390K +$12K +62 +3%
RH
1780
RFG Holdings
Texas
$390K +$456K +2,347 New
BWA
1781
Bestgate Wealth Advisors
Maryland
$389K +$10.1K +52 +2%
AFC
1782
AFT Forsyth & Company
Florida
$388K – – –
WJWM
1783
Williams Jones Wealth Management
New York
$388K +$20.8K +107 +5%
BWA
1784
Bordeaux Wealth Advisors
California
$388K +$29.7K +153 +7%
TW
1785
Traveka Wealth
California
$388K -$275K -1,413 -38%
HWP
1786
Heritage Wealth Partners
Ohio
$388K +$67.2K +346 +17%
RMP
1787
Richards, Merrill & Peterson
Washington
$387K +$3.89K +20 +0.9%
AWC
1788
Abundance Wealth Counselors
Pennsylvania
$387K +$11.9K +61 +2%
VWA
1789
Visionary Wealth Advisors
Illinois
$386K +$56.9K +293 +14%
Nisa Investment Advisors
1790
Nisa Investment Advisors
Missouri
$386K +$38.9K +200 +9%
LFS
1791
Legacy Financial Strategies
Kansas
$385K +$12K +62 +3%
BCG
1792
Breakwater Capital Group
New Jersey
$385K +$19.2K +99 +4%
TFA
1793
Toth Financial Advisory
Virginia
$384K -$6.22K -32 -1%
KCM
1794
KRS Capital Management
Michigan
$384K +$102K +525 +29%
AF
1795
Abound Financial
California
$383K -$51.5K -265 -10%
DFG
1796
Demars Financial Group
Washington
$382K +$58.7K +302 +15%
NI
1797
NCP Inc
California
$382K +$146K +750 +48%
AWM
1798
AAF Wealth Management
Massachusetts
$381K +$1.17K +6 +0.3%
BOPW
1799
Brandywine Oak Private Wealth
Pennsylvania
$379K -$389 -2 -0.1%
RB
1800
Renasant Bank
Mississippi
$379K -$12K -62 -3%