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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
3026
Triton Wealth Management
Arizona
$8.51M +$2.57M +10,916 +40%
RFA
3027
Register Financial Advisors
Georgia
$8.51M +$68.6K +291 +0.9%
MFP
3028
Meridian Financial Partners
Virginia
$8.51M -$27.6K -117 -0.3%
MHWM
3029
Montz Harcus Wealth Management
Louisiana
$8.49M -$34.9K -148 -0.4%
ACM
3030
Advance Capital Management
Michigan
$8.48M +$937K +3,977 +13%
AMAL
3031
Asset Management Advisors LLC
Oklahoma
$8.48M -$1.55M -6,575 -16%
AWP
3032
Abacus Wealth Partners
California
$8.48M -$2.9M -12,290 -27%
MWM
3033
Moran Wealth Management
Florida
$8.47M +$260K +1,104 +3%
SIC
3034
Samalin Investment Counsel
New York
$8.47M +$39.6K +168 +0.5%
NRW
3035
Nova R Wealth
Kansas
$8.46M -$74.7K -317 -0.9%
CCA
3036
Cora Capital Advisors
New Jersey
$8.46M -$213K -903 -3%
FCB
3037
First County Bank
Connecticut
$8.45M -$2.57M -10,916 -24%
CWA
3038
Choice Wealth Advisors
Maine
$8.45M -$70.9K -301 -0.9%
WSA
3039
Warm Springs Advisors
California
$8.44M +$7.95M +33,718 New
SPFA
3040
Summit Place Financial Advisors
New Jersey
$8.43M -$108K -459 -1%
CCG
3041
Coastwise Capital Group
California
$8.43M -$96.2K -408 -1%
1NWS
3042
1 North Wealth Services
Maryland
$8.42M +$7.92M +33,621 New
EWA
3043
Etesian Wealth Advisors
Oregon
$8.38M -$185K -784 -2%
AA
3044
Altman Advisors
Illinois
$8.38M +$41.2K +175 +0.5%
CF
3045
Corrigan Financial
Rhode Island
$8.36M -$100K -425 -1%
SWAG
3046
Spectrum Wealth Advisory Group
California
$8.36M +$2.31M +9,785 +41%
KC
3047
Kades & Cheifetz
Pennsylvania
$8.36M -$1.29M -5,455 -14%
PCFFS
3048
Pacific Center for Financial Services
California
$8.35M -$509K -2,161 -6%
CM
3049
Columbus Macro
Pennsylvania
$8.34M +$5.35M +22,695 +214%
AFA
3050
American Financial Advisors
Georgia
$8.33M -$132K -561 -2%