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Name Holding Trade Value Shares
Change
Change in
Stake
OF
2926
Outfitter Financial
Maine
$5.54M -$67.5K -427 -1%
FAP
2927
Financial Advisory Partners
Florida
$5.51M +$4.91M +31,050 New
AWM
2928
Accurate Wealth Management
Florida
$5.51M +$116K +734 +2%
VW
2929
Vance Wealth
California
$5.5M +$4.9M +30,993 New
OCPWS
2930
One Charles Private Wealth Services
Massachusetts
$5.5M +$3.79K +24 +0.1%
PFA
2931
Plotkin Financial Advisors
Maryland
$5.49M -$268K -1,694 -5%
FI
2932
Finivi Inc
Massachusetts
$5.49M +$4.89M +30,926 New
CIA
2933
Cascade Investment Advisors
Oregon
$5.49M -$65.6K -415 -1%
1WM
2934
1900 Wealth Management
Texas
$5.48M +$1.1M +6,989 +29%
TFA
2935
Trinity Financial Advisors
Ohio
$5.46M -$6.16K -39 -0.1%
CWM
2936
Chemistry Wealth Management
New York
$5.43M +$4.84M +30,599 New
NLP
2937
Next Level Private
New York
$5.43M +$4.84M +30,599 New
CFG
2938
CMC Financial Group
Georgia
$5.42M -$5.37K -34 -0.1%
POIA
2939
Pin Oak Investment Advisors
Texas
$5.41M +$53.9K +341 +1%
WFMPM
2940
Woodley Farra Manion Portfolio Management
Indiana
$5.41M +$288K +1,822 +6%
PCWA
2941
Pacific Capital Wealth Advisors
California
$5.4M -$147K -931 -3%
JPLA
2942
Joseph P. Lucia & Associates
New York
$5.4M +$231K +1,464 +5%
MMHP
2943
Murphy Middleton Hinkle & Parker
Georgia
$5.4M +$12.3K +78 +0.3%
SFWC
2944
Strategic Family Wealth Counselors
New Jersey
$5.38M +$1.9K +12 +0%
WG
2945
Winton Group
United Kingdom
$5.38M +$4.79M +30,299 New
TI
2946
tru Independence
Oregon
$5.38M -$302K -1,910 -6%
JGIA
2947
Jackson Grant Investment Advisers
Connecticut
$5.34M -$20.1K -127 -0.4%
SWAG
2948
Spectrum Wealth Advisory Group
California
$5.34M -$3.48K -22 -0.1%
SIAG
2949
Safeguard Investment Advisory Group
California
$5.33M -$160K -1,014 -3%
TMWM
2950
Taylor & Morgan Wealth Management
Michigan
$5.33M +$4.75M +30,039 New