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Name Holding Trade Value Shares
Change
Change in
Stake
MFF
2851
Michels Family Financial
Texas
$238K +$3.06K +24 +1%
BWMG
2852
Barnes Wealth Management Group
California
$238K +$1.02K +8 +0.4%
1W
2853
1776 Wealth
Georgia
$238K -$15.3K -120 -6%
LWA
2854
Legacy Wealth Advisors
Florida
$238K +$242K +1,896 New
SIC
2855
Sigma Investment Counselors
Michigan
$238K -$150K -1,178 -38%
LSL
2856
Legacy Solutions LLC
Pennsylvania
$237K +$5.48K +43 +2%
LWPC
2857
Legacy Wealth Partners (Colorado)
Colorado
$237K +$241K +1,891 New
RF
2858
Roxbury Financial
New Jersey
$237K +$510 +4 +0.2%
IAS
2859
IMA Advisory Services
Colorado
$237K +$9.17K +72 +4%
CWMP
2860
Clarion Wealth Managment Partners
Virginia
$236K +$240K +1,886 New
NWMG
2861
National Wealth Management Group
Ohio
$236K +$33.9K +266 +16%
POIA
2862
Pin Oak Investment Advisors
Texas
$236K -$68.3K -536 -20%
BC
2863
Barrett & Company
Rhode Island
$235K
KIA
2864
Kraematon Investment Advisors
Massachusetts
$235K
OE
2865
October Effect
Virginia
$234K
CFD
2866
Creative Financial Designs
Indiana
$234K +$48.3K +379 +25%
WC
2867
Weil Company
California
$234K -$79.6K -625 -25%
CCAM
2868
Cascades Capital Asset Management
North Carolina
$234K -$2.67K -21 -1%
MWA
2869
Medallion Wealth Advisors
Connecticut
$234K -$7.26K -57 -3%
AA
2870
Argent Advisors
Louisiana
$233K -$66K -518 -22%
PL
2871
PeakShares LLC
Florida
$233K +$237K +1,860 New
LS
2872
Leelyn Smith
Illinois
$233K
CWM
2873
CCG Wealth Management
California
$232K +$236K +1,854 New
CIG
2874
Cairn Investment Group
Washington
$232K
PWM
2875
Peck Wealth Management
New York
$232K