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Name Holding Trade Value Shares
Change
Change in
Stake
NRI
2101
NFP Retirement Inc
California
$408K -$33.2K -823 -8%
MTWM
2102
Masso Torrence Wealth Management
New Jersey
$408K +$11.2K +278 +3%
VAM
2103
Verity Asset Management
North Carolina
$407K -$1.61K -40 -0.4%
CAAM
2104
Cornerstone Advisors Asset Management
Pennsylvania
$406K
SWM
2105
SFG Wealth Management
Maryland
$405K +$81 +2 +0%
PFA
2106
Pure Financial Advisors
California
$405K -$3.95K -98 -1%
CA
2107
Calton & Associates
Florida
$405K +$11.8K +292 +3%
SLC
2108
Second Line Capital
Louisiana
$405K +$122K +3,016 +44%
MA
2109
MJP Associates
Connecticut
$403K +$48.4K +1,200 +14%
NGA
2110
Naples Global Advisors
Florida
$403K -$7.74K -192 -2%
KBG
2111
Kahn Brothers Group
New York
$403K -$9.99K -248 -2%
WMP
2112
Wealth Management Partners
Arizona
$402K -$77.5K -1,924 -16%
CF
2113
Convergence Financial
Missouri
$402K +$393K +9,739 New
BCA
2114
Bray Capital Advisors
Florida
$402K
MAWCM
2115
Mine & Arao Wealth Creation & Management
California
$401K +$31.2K +774 +9%
WF
2116
Wayfinding Financial
Washington
$401K +$484 +12 +0.1%
HWA
2117
Heritage Wealth Advisors
Virginia
$400K -$11.2K -278 -3%
RS
2118
Rakuten Securities
Japan
$399K -$262K -6,503 -40%
DSC
2119
Duncker Streett & Co
Missouri
$399K +$685 +17 +0.2%
CIAS
2120
CFS Investment Advisory Services
New Jersey
$398K +$27.2K +674 +8%
WRPWM
2121
Werba Rubin Papier Wealth Management
California
$397K +$388K +9,621 New
BBW
2122
Blue Barn Wealth
Utah
$396K +$40.3K +999 +12%
JWM
2123
Janiczek Wealth Management
Colorado
$395K +$48.5K +1,203 +14%
DWM
2124
Darwin Wealth Management
Florida
$395K -$1.81K -45 -0.5%
EFG
2125
Everhart Financial Group
Ohio
$395K +$95K +2,357 +33%