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Name Holding Trade Value Shares
Change
Change in
Stake
PAW
1926
Plan A Wealth
Nebraska
$301K +$352K +1,811 New
KWS
1927
Keystone Wealth Services
California
$300K +$130K +670 +59%
HCM
1928
Hillman Capital Management
Maryland
$299K +$28.4K +146 +9%
NCG
1929
Newport Capital Group
New Jersey
$299K +$2.92K +15 +0.8%
SAM
1930
Stansberry Asset Management
Texas
$299K -$48.6K -250 -12%
ITFISA
1931
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$299K -$19.4K -100 -5%
MFG
1932
Menard Financial Group
Texas
$299K -$1.11M -5,688 -77%
BWL
1933
Bogart Wealth LLC
Virginia
$297K +$36.5K +188 +12%
OBWG
1934
Onyx Bridge Wealth Group
New York
$296K +$8.36K +43 +2%
AWAP
1935
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$294K +$26.2K +135 +8%
SWM
1936
Silverlake Wealth Management
Vermont
$293K -$50.5K -260 -13%
CFG
1937
Certior Financial Group
Pennsylvania
$292K – – –
IA
1938
Insight Advisors
Pennsylvania
$292K +$95K +489 +38%
GAM
1939
Gotham Asset Management
New York
$291K +$341K +1,754 New
BHWM
1940
Beaird Harris Wealth Management
Texas
$291K +$14.2K +73 +4%
NG
1941
Novem Group
New York
$291K +$156K +805 +85%
RAG
1942
RIA Advisory Group
Iowa
$291K -$1.59M -8,192 -82%
SFCL
1943
Strengthening Families & Communities LLC
Massachusetts
$290K +$51.3K +264 +19%
AWM
1944
Alterna Wealth Management
Texas
$290K +$114K +589 +51%
BFF
1945
Byrne Financial Freedom
Massachusetts
$289K – – –
RRCM
1946
Rappaport Reiches Capital Management
Illinois
$289K +$51.5K +265 +18%
MCP
1947
Mirador Capital Partners
California
$289K +$82K +422 +32%
WWMSC
1948
Wagner Wealth Management (South Carolina)
South Carolina
$289K – – –
MIM
1949
Marshall Investment Management
Colorado
$288K -$48.2K -248 -13%
FM
1950
Foster & Motley
Ohio
$288K -$10.9K -56 -3%