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Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
3201
Grey Fox Wealth Advisors
Delaware
$7.35M +$105K +403 +1%
WWM
3202
WT Wealth Management
Arizona
$7.35M -$1.37M -5,254 -15%
FCB
3203
First County Bank
Connecticut
$7.35M +$126K +484 +2%
FOA
3204
Five Oceans Advisors
California
$7.33M +$21.9K +84 +0.3%
WR
3205
WD Rutherford
Oregon
$7.33M -$141K -542 -2%
ACA
3206
Anchor Capital Advisors
Massachusetts
$7.33M -$18K -69 -0.2%
LGW
3207
Leslie Global Wealth
Illinois
$7.33M -$17.4K -67 -0.2%
WPA
3208
Wealth Preservation Advisors
Tennessee
$7.33M -$1.53M -5,892 -17%
WPWM
3209
Western Pacific Wealth Management
Illinois
$7.32M +$19.3K +74 +0.3%
GCA
3210
Gallagher Capital Advisors
Texas
$7.32M -$195K -751 -3%
MAG
3211
Mayfair Advisory Group
Alabama
$7.31M +$30.4K +117 +0.4%
SR
3212
Syntax Research
Florida
$7.3M -$12K -46 -0.2%
LIA
3213
Limestone Investment Advisors
New York
$7.3M +$3.69M +14,165 +97%
1NWS
3214
1 North Wealth Services
Maryland
$7.29M -$886K -3,404 -11%
PKC
3215
Palmer Knight Company
Florida
$7.27M -$91.6K -352 -1%
HZ
3216
Hixon Zuercher
Ohio
$7.26M -$77K -296 -1%
CFP
3217
Comprehensive Financial Planning
Pennsylvania
$7.26M -$333K -1,281 -4%
WCM
3218
Windsor Capital Management
Arizona
$7.25M +$86.9K +334 +1%
EB
3219
Exchange Bank
California
$7.24M -$129K -494 -2%
NBWM
3220
North Berkeley Wealth Management
California
$7.24M +$218K +837 +3%
DWS
3221
Discipline Wealth Solutions
South Carolina
$7.23M +$1.02M +3,907 +16%
PIAS
3222
PCA Investment Advisory Services
Ohio
$7.22M -$113K -436 -2%
PRS
3223
Pinkerton Retirement Specialists
Idaho
$7.22M -$39K -150 -0.6%
AWM
3224
Accel Wealth Management
Iowa
$7.22M -$136K -522 -2%
GW
3225
Griffith & Werner
Georgia
$7.22M +$413K +1,587 +6%