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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
2301
FRG Family Wealth Advisors
Washington
$314K
FMII
2302
Farmers & Merchants Investments Inc
Nebraska
$313K +$146K +254 +69%
SFCL
2303
Strengthening Families & Communities LLC
Massachusetts
$313K -$14.3K -25 -4%
WMP
2304
Wealth Management Partners
Arizona
$313K +$44.7K +78 +14%
MWM
2305
Merriman Wealth Management
Washington
$312K +$355K +619 New
BSC
2306
Brown Shipley & Co
United Kingdom
$312K -$135K -235 -27%
WC
2307
Wexford Capital
Florida
$311K +$354K +617 New
CFS
2308
Commonwealth Financial Services
West Virginia
$309K
T. Rowe Price Investment Management
2309
T. Rowe Price Investment Management
Maryland
$309K +$137K +239 +64%
LSA
2310
Lion Street Advisors
Texas
$308K
FFA
2311
Fragasso Financial Advisors
Pennsylvania
$308K -$2.29K -4 -0.7%
MIA
2312
MMBG Investment Advisors
Florida
$308K +$350K +610 New
PAG
2313
Powers Advisory Group
Illinois
$307K +$4.59K +8 +1%
NC
2314
Napatree Capital
Rhode Island
$307K -$2.87K -5 -0.7%
VWM
2315
Vigilare Wealth Management
Arizona
$307K +$4.59K +8 +1%
SFG
2316
Summit Financial Group
West Virginia
$306K
SWM
2317
Seed Wealth Management
Illinois
$306K -$22.9K -40 -6%
QPWM
2318
Quadrant Private Wealth Management
Pennsylvania
$306K +$14.9K +26 +4%
PCMK
2319
Paragon Capital Management (Kansas)
Kansas
$305K -$11.5K -20 -3%
SWA
2320
SOA Wealth Advisors
New York
$305K
SSWM
2321
Strait & Sound Wealth Management
California
$305K +$5.16K +9 +1%
W
2322
WealthCollab
Washington
$304K
SIM
2323
SSI Investment Management
California
$304K -$3.44K -6 -1%
PWA
2324
Providence Wealth Advisors
Illinois
$304K +$11.5K +20 +3%
LAS
2325
LWM Advisory Services
Florida
$303K -$24.6K -43 -7%