Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
1851
Walkner Condon Financial Advisors
Wisconsin
$664K +$38.4K +157 +7%
IF
1852
Intrua Financial
Texas
$662K +$110K +451 +24%
JWA
1853
JFS Wealth Advisors
Pennsylvania
$661K – – –
CRWM
1854
Castle Rock Wealth Management
California
$657K +$55K +225 +11%
SMA
1855
Seven Mile Advisory
New Jersey
$656K +$11.2K +46 +2%
SWA
1856
SFMG Wealth Advisors
Texas
$656K +$146K +597 +34%
SWA
1857
Sax Wealth Advisors
New Jersey
$656K +$5.62K +23 +1%
SC
1858
Schubert & Co
Texas
$655K +$43.3K +177 +8%
BWA
1859
Bestgate Wealth Advisors
Maryland
$654K – – –
FPGK
1860
Financial Partners Group (Kansas)
Kansas
$654K +$65.3K +267 +13%
TWM
1861
Triton Wealth Management
Arizona
$654K +$116K +474 +28%
EPAM
1862
Euro Pacific Asset Management
Puerto Rico
$654K -$49.6K -203 -7%
AGA
1863
Accuvest Global Advisors
Utah
$654K +$53.8K +220 +10%
AWA
1864
Alta Wealth Advisors
Massachusetts
$654K +$201K +822 +54%
AFC
1865
AFT Forsyth & Company
Florida
$654K – – –
MIM
1866
Martin Investment Management
Florida
$654K +$18.3K +75 +3%
KCM
1867
KRS Capital Management
Michigan
$650K -$1.22K -5 -0.2%
MIM
1868
Marshall Investment Management
Colorado
$649K +$569K +2,325 New
SIMG
1869
Stephens Investment Management Group
Texas
$649K -$307K -1,255 -35%
BFC
1870
Bedel Financial Consulting
Indiana
$648K +$61.4K +251 +12%
AWM
1871
AAF Wealth Management
Massachusetts
$645K +$1.47K +6 +0.3%
PWP
1872
Perfromance Wealth Partners
Illinois
$643K +$269K +1,098 +91%
BWM
1873
BankPlus Wealth Management
Mississippi
$640K +$8.56K +35 +2%
CWM
1874
Centurion Wealth Management
Virginia
$638K +$13.2K +54 +2%
WH
1875
Willner & Heller
California
$637K -$13.9K -57 -2%