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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2501
Angeles Wealth Management
California
$210K +$216K +737 New
KLI
2502
Kelman-Lazarov Inc
Tennessee
$209K +$2.93K +10 +1%
PCA
2503
Peddock Capital Advisors
Massachusetts
$208K +$214K +733 New
GSIAS
2504
Garden State Investment Advisory Services
New Jersey
$208K – – –
JFA
2505
JNBA Financial Advisors
Minnesota
$208K – – –
AWP
2506
Abacus Wealth Partners
California
$208K -$2.63K -9 -1%
HP
2507
Hyperion Partners
Pennsylvania
$207K -$216K -739 -50%
JWM
2508
Janiczek Wealth Management
Colorado
$207K -$8.78K -30 -4%
FFA
2509
Fi3 Financial Advisors
Indiana
$205K +$193K +659 New
MAM
2510
Mystic Asset Management
Rhode Island
$205K +$1.17K +4 +0.6%
CWM
2511
Concentrum Wealth Management
California
$204K +$6.14K +21 +3%
APWM
2512
Atlas Private Wealth Management
New York
$204K +$878 +3 +0.4%
NFP
2513
Narus Financial Partners
Utah
$204K – – –
Meag Munich Ergo
2514
Meag Munich Ergo
Germany
$203K – – –
Facet Wealth Inc
2515
Facet Wealth Inc
Maryland
$202K +$198K +675 New
LWM
2516
Lakeridge Wealth Management
Ohio
$202K +$1.17K +4 +0.6%
LIWM
2517
Long Island Wealth Management
New York
$202K +$293 +1 +0.1%
MCM
2518
Monarch Capital Management
Indiana
$202K – – –
JBA
2519
Johnson Bixby & Associates
Washington
$202K -$16.7K -57 -7%
HA
2520
Harfst & Associates
Wyoming
$200K -$4.97K -17 -2%
QWM
2521
Quadcap Wealth Management
Texas
$200K -$4.97K -17 -2%
MCA
2522
Maryland Capital Advisors
Maryland
$198K – – –
PCWA
2523
Pacific Capital Wealth Advisors
California
$197K +$2.05K +7 +1%
ACA
2524
American Capital Advisory
Idaho
$197K – – –
MBFW
2525
Morton Brown Family Wealth
Pennsylvania
$194K -$585 -2 -0.3%