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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
2176
Acorn Financial Advisory Services
Virginia
$333K +$5.88K +56 +2%
LWM
2177
Liberty Wealth Management
California
$333K +$945 +9 +0.3%
PSP
2178
Pacific Sage Partners
Washington
$332K
HH
2179
Hilltop Holdings
Texas
$332K -$381K -3,630 -51%
MA
2180
MBA Advisors
Pennsylvania
$332K +$12.6K +120 +4%
BCM
2181
Birch Capital Management
Texas
$332K
CWS
2182
Cypress Wealth Services
California
$331K +$105 +1 +0%
WCM
2183
Wedge Capital Management
North Carolina
$331K +$31.1K +296 +9%
EWM
2184
Evermay Wealth Management
Virginia
$330K +$2.84K +27 +0.8%
KWM
2185
KFG Wealth Management
Indiana
$330K +$4.31K +41 +1%
RWM
2186
Revisor Wealth Management
Ohio
$330K +$61.3K +584 +21%
OIA
2187
Optimum Investment Advisors
Illinois
$329K +$105 +1 +0%
LCS
2188
Levin Capital Strategies
New York
$329K
SFM
2189
Systematic Financial Management
New Jersey
$329K
CIC
2190
Cutler Investment Counsel
Oregon
$328K +$16.2K +154 +5%
GWCM
2191
Godshalk Welsh Capital Management
Pennsylvania
$328K
IWP
2192
Insight Wealth Partners
Texas
$327K -$117K -1,111 -25%
ACG
2193
Allen Capital Group
Nebraska
$326K -$14.6K -139 -4%
TWM
2194
Thrive Wealth Management
Pennsylvania
$326K +$12.2K +116 +4%
CFO
2195
Collective Family Office
Pennsylvania
$326K -$18.9K -180 -5%
LB
2196
Legacy Bridge
Iowa
$325K -$42K -400 -11%
AP
2197
Atwood & Palmer
Missouri
$325K
T
2198
TRUADVICE
Florida
$325K -$74.3K -707 -17%
UF
2199
Univest Financial
Pennsylvania
$324K -$3.43M -32,705 -91%
OWA
2200
Octavia Wealth Advisors
Ohio
$323K -$2.52K -24 -0.7%