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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2251
Fiduciary Alliance
South Carolina
$322K +$304K +2,935 New
FSA
2252
Fort Sheridan Advisors
Illinois
$322K
EIG
2253
Ellenbecker Investment Group
Wisconsin
$321K +$932 +9 +0.3%
FFG
2254
Frisch Financial Group
New York
$321K +$44.4K +429 +17%
MWP
2255
Meridian Wealth Partners
Pennsylvania
$321K -$299K -2,889 -50%
AIP
2256
Almanack Investment Partners
Pennsylvania
$320K -$31.9K -308 -10%
HIG
2257
Heritage Investment Group
Florida
$320K
DSN
2258
D. Scott Neal
Kentucky
$319K -$58.4K -564 -16%
SRC
2259
Sage Rhino Capital
California
$318K +$207 +2 +0.1%
BA
2260
Ballast Advisors
Minnesota
$318K
CA
2261
Carson Advisory
Georgia
$318K -$3.94K -38 -1%
MS
2262
Madden Securities
Texas
$317K -$410K -3,960 -58%
FFS
2263
Founders Financial Securities
Maryland
$317K +$19.8K +191 +7%
SWIG
2264
Strategic Wealth Investment Group
Kentucky
$317K -$3.11K -30 -1%
HFG
2265
Heron Financial Group
New York
$316K
GWM
2266
GoalFusion Wealth Management
Texas
$316K +$296K +2,855 New
AFM
2267
Andesa Financial Management
Pennsylvania
$315K +$63.6K +614 +27%
GWS
2268
Glassman Wealth Services
Virginia
$315K +$43.6K +421 +17%
VWM
2269
Vigilare Wealth Management
Arizona
$314K +$5.49K +53 +2%
CA
2270
Calton & Associates
Florida
$314K +$58.1K +561 +24%
CCP
2271
Carmel Capital Partners
California
$313K +$25.6K +247 +9%
BWA
2272
Burt Wealth Advisors
Maryland
$313K +$295K +2,851 New
PCM
2273
Palisade Capital Management
New Jersey
$313K
Kayne Anderson Rudnick Investment Management
2274
Kayne Anderson Rudnick Investment Management
California
$312K
DWA
2275
Delap Wealth Advisory
Oregon
$312K +$294K +2,841 New