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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2151
Pursue Wealth Partners
California
$581K +$134K +455 +31%
JDLA
2152
J. Derek Lewis & Associates
California
$580K +$560K +1,908 New
JCFM
2153
JBR Co Financial Management
Oklahoma
$579K -$19.1K -65 -3%
PWS
2154
Precision Wealth Strategies
Missouri
$578K -$15.3K -52 -3%
NCG
2155
Newport Capital Group
New Jersey
$576K +$587 +2 +0.1%
IPW
2156
Intergy Private Wealth
Colorado
$576K +$16.7K +57 +3%
FHA
2157
Flagship Harbor Advisors
Massachusetts
$575K -$597K -2,036 -52%
MTC
2158
Matrix Trust Company
Colorado
$574K -$37.9K -129 -6%
GAA
2159
Global Assets Advisory
Florida
$573K -$20.8K -71 -4%
SFG
2160
Strive Financial Group
Indiana
$572K +$552K +1,881 New
CAM
2161
Clark Asset Management
New Hampshire
$571K +$225K +766 +69%
STCOSD
2162
Sageworth Trust Company of South Dakota
South Dakota
$570K
BWP
2163
Bernardo Wealth Planning
Pennsylvania
$570K
VAG
2164
VisionPoint Advisory Group
Texas
$568K -$24.4K -83 -4%
MCP
2165
Mirador Capital Partners
California
$567K +$6.46K +22 +1%
EAM
2166
Empirical Asset Management
Massachusetts
$567K -$41.4K -141 -7%
CG
2167
CFO4Life Group
Texas
$567K -$42K -143 -7%
PG
2168
Patten Group
Tennessee
$566K -$122K -415 -18%
BMCM
2169
Burns Matteson Capital Management
New York
$564K +$544K +1,855 New
BDL
2170
Banque de Luxembourg
Luxembourg
$562K -$44K -150 -8%
E
2171
Entelevest
Florida
$562K +$543K +1,849 New
EFG
2172
Elm3 Financial Group
Georgia
$562K -$2.05K -7 -0.4%
Axa
2173
Axa
France
$562K +$2.14M +7,284 +372%
BONST
2174
Bank of Nova Scotia Trust
Ontario, Canada
$561K -$17K -58 -3%
SFP
2175
Sandbox Financial Partners
Maryland
$557K +$202K +688 +60%