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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
2076
Aaron Wealth Advisors
Illinois
$365K +$40.2K +377 +11%
FDS
2077
Freedom Day Solutions
Texas
$363K -$95.5K -896 -19%
AWM
2078
Affinity Wealth Management
Delaware
$363K +$1.28K +12 +0.3%
APG
2079
Abacus Planning Group
South Carolina
$363K +$29.3K +275 +8%
RWA
2080
River Wealth Advisors
Pennsylvania
$361K -$2.02K -19 -0.5%
SAM
2081
Summit Asset Management
Tennessee
$361K +$1.71K +16 +0.4%
LIM
2082
Lathrop Investment Management
Arkansas
$359K -$37.3K -350 -9%
PFWA
2083
Paces Ferry Wealth Advisors
Georgia
$359K -$11K -103 -3%
KP
2084
Keel Point
Alabama
$359K -$640 -6 -0.2%
RFA
2085
Resurgent Financial Advisors
Georgia
$358K -$39.4K -370 -9%
CF
2086
Corrigan Financial
Rhode Island
$357K -$2.88K -27 -0.7%
RCG
2087
Resource Consulting Group
Florida
$357K – – –
IP
2088
Ignite Planners
California
$356K +$126K +1,185 +50%
AP
2089
Atwood & Palmer
Missouri
$354K -$19.7K -185 -5%
DFG
2090
Demars Financial Group
Washington
$354K -$2.02K -19 -0.5%
NCM
2091
Nelson Capital Management
California
$353K -$2.88K -27 -0.7%
MA
2092
MCF Advisors
Kentucky
$353K +$17.2K +161 +5%
KF
2093
Krilogy Financial
Missouri
$353K +$74.9K +703 +24%
CP
2094
Castleview Partners
Texas
$353K +$293K +2,745 +305%
SIAG
2095
Signet Investment Advisory Group
Rhode Island
$352K – – –
SWM
2096
Salvus Wealth Management
New Jersey
$352K +$1.6K +15 +0.4%
APA
2097
Astoria Portfolio Advisors
New York
$352K +$11.6K +109 +3%
HI
2098
Humankind Investments
New York
$351K +$69.8K +655 +22%
KPW
2099
Kore Private Wealth
New York
$350K +$640 +6 +0.2%
BCM
2100
Birch Capital Management
Texas
$348K – – –