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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2401
Gibbs Wealth Management
Georgia
$263K -$16.1K -66 -7%
LK
2402
Lumbard & Kellner
New Hampshire
$263K +$230K +941 New
GLLW
2403
Graves Light Lenhart Wealth
Virginia
$263K – – –
TFM
2404
TFC Financial Management
Massachusetts
$262K – – –
BW
2405
Blalock Williams
Alabama
$261K +$228K +934 New
CAG
2406
Centerpoint Advisory Group
Kansas
$260K +$228K +932 New
BIA
2407
Bigelow Investment Advisors
Maine
$260K +$227K +930 New
MAM
2408
Milestone Asset Management
Pennsylvania
$259K +$227K +927 New
KFI
2409
Key Financial Inc
Pennsylvania
$259K +$20.3K +83 +10%
MWPCG
2410
Measured Wealth Private Client Group
New Hampshire
$259K – – –
RFM
2411
Royal Fund Management
Florida
$258K -$90.7K -371 -29%
CPRC
2412
Consolidated Portfolio Review Corp
New York
$258K +$226K +923 New
FAN
2413
Financial Advisors Network
California
$258K +$225K +922 New
BP
2414
BWM Planning
Texas
$257K +$225K +920 New
LSIA
2415
LaSalle St. Investment Advisors
Illinois
$257K -$125K -513 -36%
PCS
2416
Private Client Services
Kentucky
$257K -$136K -557 -38%
GWP
2417
Gateway Wealth Partners
Wisconsin
$257K -$86.3K -353 -28%
WF
2418
Whelan Financial
California
$256K +$224K +917 New
BIA
2419
Beacon Investment Advisors
Maryland
$255K – – –
SFS
2420
Sharp Financial Services
Pennsylvania
$255K +$223K +913 New
KFG
2421
Kingdom Financial Group
Arizona
$254K +$222K +909 New
SIG
2422
Spinnaker Investment Group
California
$253K +$222K +907 New
TC
2423
Trilogy Capital
California
$253K +$1.96K +8 +0.9%
CA
2424
Cannon Advisors
North Carolina
$252K +$212K +868 New
MPW
2425
Magnolia Private Wealth
Pennsylvania
$252K +$221K +903 New