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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2301
Gibbs Wealth Management
Georgia
$228K +$187K +1,008 New
BFA
2302
Beacon Financial Advisory
Ohio
$228K -$65K -351 -26%
BW
2303
BIP Wealth
Georgia
$227K +$186K +1,004 New
EC
2304
EdgeRock Capital
Colorado
$227K +$185K +1,000 New
MSWM
2305
Master's Wealth Management
Pennsylvania
$227K +$185K +1,001 New
RCA
2306
Runnymede Capital Advisors
Ohio
$226K – – –
TIM
2307
Thompson Investment Management
Wisconsin
$226K – – –
DC
2308
Defender Capital
North Carolina
$226K +$185K +1,000 New
FCM
2309
Fire Capital Management
California
$226K +$185K +1,000 New
HA
2310
Harbor Advisors
Florida
$226K +$185K +1,000 New
BDFN
2311
Bond & Devick Financial Network
Minnesota
$226K +$185K +998 New
LAM
2312
Lingohr Asset Management
Germany
$226K -$301K -1,625 -62%
FSA
2313
Franklin Street Advisors
North Carolina
$226K +$185K +1,000 New
TM
2314
TigerOak Management
New Mexico
$226K +$185K +996 New
PW
2315
Pandora Wealth
Illinois
$225K – – –
ALA
2316
Atlas Legacy Advisors
California
$224K +$184K +991 New
MGAM
2317
McGowan Group Asset Management
Texas
$224K +$184K +991 New
MAM
2318
McLean Asset Management
Virginia
$224K +$178K +960 New
SWA
2319
Strategies Wealth Advisors
Michigan
$224K +$183K +989 New
CWM
2320
Centricity Wealth Management
Ohio
$223K – – –
BHIA
2321
Birch Hill Investment Advisors
Massachusetts
$223K +$182K +983 New
CB
2322
CNB Bank
Pennsylvania
$223K – – –
ADL
2323
Asset Dedication LLC
California
$223K +$31.5K +170 +21%
AWAG
2324
ARS Wealth Advisors Group
Florida
$222K +$181K +979 New
LWM
2325
LongView Wealth Management
Georgia
$222K +$181K +979 New