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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
2051
Lifestyle Asset Management
Texas
$473K +$54.3K +222 +15%
NFP
2052
Narus Financial Partners
Utah
$473K +$145K +593 +54%
SLWA
2053
San Luis Wealth Advisors
California
$472K +$414K +1,691 New
BAAM
2054
Baker Avenue Asset Management
California
$471K +$77.3K +316 +23%
CIAS
2055
CFS Investment Advisory Services
New Jersey
$471K -$3.91K -16 -1%
BCM
2056
BluePath Capital Management
Georgia
$470K +$13.2K +54 +3%
CFS
2057
CRA Financial Services
New Jersey
$469K +$22.5K +92 +6%
APWA
2058
Atlas Private Wealth Advisors
New Jersey
$468K -$408K -1,668 -50%
DAM
2059
Draper Asset Management
New York
$468K -$7.58K -31 -2%
MEG
2060
Millstone Evans Group
Colorado
$468K +$20.5K +84 +5%
ZF
2061
Zhang Financial
Michigan
$464K +$178K +729 +78%
BWL
2062
Bogart Wealth LLC
Virginia
$462K +$8.07K +33 +2%
LRIA
2063
Leonard Rickey Investment Advisors
Washington
$461K +$10K +41 +3%
FF
2064
Francis Financial
$459K +$223K +910 New
RFP
2065
Root Financial Partners
California
$459K +$12K +49 +3%
M
2066
Mirova
France
$459K +$402K +1,642 New
EWM
2067
Echo Wealth Management
Minnesota
$458K -$109K -446 -21%
TFA
2068
Transamerica Financial Advisors
Florida
$457K +$100K +409 +33%
1SB
2069
1ST Source Bank
Indiana
$456K -$25.4K -104 -6%
ATI
2070
ARK & TLK Investments
Oklahoma
$455K +$398K +1,629 New
TWA
2071
Trace Wealth Advisors
California
$454K +$397K +1,625 New
HWA
2072
HCR Wealth Advisors
California
$453K
DJYG
2073
David J. Yvars Group
Florida
$453K +$41.1K +168 +12%
FWP
2074
Forefront Wealth Partners
Texas
$452K +$107K +439 +37%
RIP
2075
Reliant Investment Partners
North Carolina
$451K +$123K +502 +48%