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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1076
Austin Private Wealth
Texas
$386K -$222K -2,017 -37%
Great Valley Advisor Group
1077
Great Valley Advisor Group
Delaware
$386K -$5.07K -46 -1%
FGWP
1078
Founders Grove Wealth Partners
Virginia
$386K +$2.31K +21 +0.6%
EP
1079
Edgestream Partners
New Jersey
$384K -$108K -978 -22%
Ferguson Wellman Capital Management
1080
Ferguson Wellman Capital Management
Oregon
$384K +$383K +3,481 New
SteelPeak Wealth
1081
SteelPeak Wealth
California
$383K -$2.7M -24,536 -88%
BFG
1082
Beto Financial Group
Idaho
$383K +$377K +3,420 New
VV
1083
Verity & Verity
South Carolina
$382K -$5.4K -49 -1%
CWG
1084
Cornerstone Wealth Group
North Carolina
$381K +$20.2K +183 +6%
GCP
1085
Gill Capital Partners
Colorado
$381K – – –
NLWP
1086
Next Level Wealth Planning
Idaho
$380K +$110 +1 +0%
GIM
1087
Goelzer Investment Management
Indiana
$380K – – –
ACP
1088
Aviance Capital Partners
Florida
$378K – – –
CAGAS
1089
Capital Advisory Group Advisory Services
Minnesota
$375K – – –
BAM
1090
Blueshift Asset Management
New Jersey
$375K -$664K -6,029 -64%
LFA
1091
Laraway Financial Advisors
Minnesota
$375K – – –
HVIA
1092
Hudson Valley Investment Advisors
New York
$375K +$3.19K +29 +0.9%
WC
1093
Waterloo Capital
Texas
$374K +$24.2K +220 +7%
NWM
1094
Northcape Wealth Management
New York
$374K – – –
PA
1095
PFG Advisors
Arizona
$373K -$402K -3,647 -52%
Diversify Wealth Management
1096
Diversify Wealth Management
Utah
$371K +$2.86K +26 +0.8%
PP
1097
PDS Planning
Ohio
$371K +$3.08K +28 +0.8%
AWM
1098
Aries Wealth Management
Maine
$371K – – –
PA
1099
PharVision Advisers
Florida
$367K +$367K +3,331 New
Howard Capital Management
1100
Howard Capital Management
Georgia
$367K +$1.87K +17 +0.5%