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Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
2326
Brady Martz Wealth Solutions
North Dakota
$446K +$430K +1,466 New
EA
2327
Enclave Advisors
Texas
$443K – – –
HIM
2328
Hanlon Investment Management
New Jersey
$442K +$33.5K +114 +9%
CCWM
2329
Cassaday & Co Wealth Management
Virginia
$441K +$88.9K +303 +26%
W
2330
Wealthquest
Ohio
$441K +$425K +1,450 New
AP
2331
Advisors Preferred
Maryland
$440K -$1.61M -5,495 -80%
WA
2332
Westfuller Advisors
New York
$439K -$32.6K -111 -7%
PCP
2333
Proficio Capital Partners
Massachusetts
$437K – – –
JWM
2334
Jeppson Wealth Management
California
$437K +$5.28K +18 +1%
NSAM
2335
North Star Asset Management
Wisconsin
$437K +$6.16K +21 +1%
WAU
2336
Wellington-Altus USA
Manitoba, Canada
$437K +$422K +1,437 New
CCG
2337
Capital CS Group
California
$435K +$420K +1,433 New
VC
2338
Veery Capital
Delaware
$434K -$1.76K -6 -0.4%
GEM
2339
Global Endowment Management
North Carolina
$434K +$419K +1,429 New
MAM
2340
Mystic Asset Management
Rhode Island
$434K – – –
RPWA
2341
Regent Peak Wealth Advisors
Georgia
$433K -$47.2K -161 -10%
PFWA
2342
Paces Ferry Wealth Advisors
Georgia
$432K +$29.3K +100 +8%
PCM
2343
Prospera Capital Management
Arizona
$432K +$61K +208 +17%
WPW
2344
Watershed Private Wealth
Illinois
$431K +$416K +1,419 New
CCG
2345
Chatham Capital Group
Georgia
$429K -$10.9K -37 -3%
LWM
2346
LongView Wealth Management
Georgia
$429K +$71K +242 +23%
WAM
2347
Weatherly Asset Management
California
$428K +$38.1K +130 +10%
DA
2348
Dash Acquisitions
California
$427K -$28.5K -97 -7%
BTWM
2349
Baker Tilly Wealth Management
Wisconsin
$427K +$47.2K +161 +13%
AWM
2350
Avaii Wealth Management
Wisconsin
$427K -$35.2K -120 -8%