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Name Holding Trade Value Shares
Change
Change in
Stake
HCWM
4001
Hidden Cove Wealth Management
Washington
$223K +$213K +707 New
RWP
4002
Ridgecrest Wealth Partners
California
$222K +$212K +704 New
BWIA
4003
Bryant Woods Investment Advisors
New York
$222K -$15K -50 -7%
LFA
4004
Lauterbach Financial Advisors
Texas
$222K +$211K +702 New
BWM
4005
Bosman Wealth Management
California
$222K +$211K +702 New
MLA
4006
MB, Levis & Associates
Pennsylvania
$221K
BAM
4007
BOCHK Asset Management
Hong Kong
$221K -$90.2K -300 -30%
HP
4008
Highlander Partners
Texas
$221K
PIA
4009
Prakash Investment Advisors
Massachusetts
$221K +$210K +700 New
SC
4010
Slow Capital
California
$221K +$210K +700 New
VFG
4011
V2 Financial group
Illinois
$221K +$210K +700 New
SIA
4012
Summit Investment Advisors
Maryland
$221K +$187K +621 New
VR
4013
Valued Retirements
Texas
$221K +$210K +698 New
CAM
4014
Councilmark Asset Management
Tennessee
$220K +$210K +697 New
BCI
4015
Blue Capital Inc
Nebraska
$220K +$209K +696 New
PI
4016
Parkside Investments
Illinois
$219K +$209K +694 New
PI
4017
Pachira Investments
California
$219K +$209K +695 New
LGW
4018
Leslie Global Wealth
Illinois
$219K +$208K +693 New
AWM
4019
Altus Wealth Management
Kentucky
$218K +$208K +691 New
RP
4020
Rowlandmiller & Partners
Georgia
$218K +$7.52K +25 +4%
MWA
4021
Medallion Wealth Advisors
Connecticut
$218K +$198K +660 New
RA
4022
Riverstone Advisors
Texas
$217K +$207K +688 New
RW
4023
REDW Wealth
New Mexico
$217K -$665K -2,213 -76%
RIM
4024
Reliant Investment Management
Tennessee
$217K +$207K +687 New
CS
4025
Capital Square
Tennessee
$217K +$197K +656 New