Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1801
Meridian Wealth Partners
Pennsylvania
$562K -$242K -2,274 -28%
RIA
1802
Richwood Investment Advisors
Ohio
$559K -$2.13K -20 -0.3%
FNT
1803
First Nebraska Trust
Nebraska
$558K – – –
AIA
1804
Alera Investment Advisors
Illinois
$558K -$32K -300 -5%
VAM
1805
Verity Asset Management
North Carolina
$558K +$614K +5,762 New
FIA
1806
Foundations Investment Advisors
Arizona
$557K +$8.63K +81 +1%
TA
1807
TFG Advisers
Michigan
$557K +$11K +103 +2%
SAI
1808
Systematic Alpha Investments
New Jersey
$556K – – –
GC
1809
Gilbert & Cook
Iowa
$556K +$326K +3,059 +117%
AC
1810
Applied Capital
Arkansas
$555K – – –
SAG
1811
Spotlight Asset Group
Illinois
$555K +$622K +5,840 New
MWPCG
1812
Measured Wealth Private Client Group
New Hampshire
$553K -$426 -4 -0.1%
RIG
1813
Roosevelt Investment Group
New York
$552K -$9.06K -85 -1%
SCA
1814
Sippican Capital Advisors
Massachusetts
$552K -$2.67K -25 -0.4%
TPWA
1815
TRUE Private Wealth Advisors
Oregon
$550K +$640 +6 +0.1%
LWAM
1816
Legacy Wealth Asset Management
Minnesota
$549K -$608K -5,702 -50%
BWM
1817
BCS Wealth Management
Tennessee
$549K -$17.1K -160 -3%
BA
1818
Bristlecone Advisors
Washington
$549K +$6.39K +60 +1%
MAG
1819
MRA Advisory Group
New Jersey
$549K +$6.5K +61 +1%
AFG
1820
Allegheny Financial Group
Pennsylvania
$548K – – –
CAM
1821
Campion Asset Management
Virginia
$548K – – –
LCM
1822
Linker Capital Management
Kentucky
$548K – – –
CWC
1823
Carolinas Wealth Consulting
North Carolina
$548K +$3.3K +31 +0.2%
SW
1824
Solidarity Wealth
Utah
$548K +$15.6K +146 +3%
LA
1825
Legacy Advisors
Pennsylvania
$547K +$69.6K +653 +13%