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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
2301
Systematic Financial Management
New Jersey
$309K – – –
HCP
2302
Hexagon Capital Partners
Arkansas
$309K +$16.2K +177 +5%
WMA
2303
Wealth Management Associates
New Jersey
$307K +$2.74K +30 +0.9%
LCWP
2304
Legacy Capital Wealth Partners
Arkansas
$307K -$8.4K -92 -3%
APW
2305
Acima Private Wealth
Virginia
$307K – – –
GA
2306
Goldstein Advisors
Wisconsin
$307K +$82.2K +901 +36%
SLWA
2307
San Luis Wealth Advisors
California
$306K -$40.9K -448 -12%
NF
2308
Nvest Financial
New Hampshire
$306K -$26.7K -293 -8%
CHA
2309
Cooper/Haims Advisors
New York
$305K – – –
PWA
2310
Providence Wealth Advisors
Illinois
$305K +$1.55K +17 +0.5%
FA
2311
Faithward Advisors
Pennsylvania
$305K +$307K +3,361 New
AC
2312
Attessa Capital
Arizona
$305K +$68.4K +749 +29%
HWM
2313
Horizon Wealth Management
Illinois
$304K +$730 +8 +0.2%
RIP
2314
RAM Investment Partners
Washington
$304K -$229K -2,510 -43%
OCPWS
2315
One Charles Private Wealth Services
Massachusetts
$304K +$1.55K +17 +0.5%
PFGIA
2316
Patriot Financial Group Insurance Agency
Massachusetts
$303K -$300K -3,286 -50%
EFG
2317
Ethos Financial Group
Pennsylvania
$303K -$24.8K -272 -9%
CA
2318
CGN Advisors
Kansas
$303K +$48.4K +530 +19%
BW
2319
BIP Wealth
Georgia
$302K +$33K +361 +12%
SFS
2320
Strategic Financial Services
New York
$302K – – –
BB
2321
Burford Brothers
Texas
$301K +$4.84K +53 +2%
APA
2322
Astoria Portfolio Advisors
New York
$301K -$16.3K -179 -5%
SDWMA
2323
Schneider Downs Wealth Management Advisors
Pennsylvania
$301K +$26K +285 +9%
BCM
2324
Bourgeon Capital Management
Connecticut
$300K -$12.2K -134 -4%
SS
2325
SBI Securities
Japan
$300K -$6.12K -67 -2%