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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1401
Heartwood Wealth Advisors
Virginia
$747K +$113K +468 +16%
RIG
1402
Ramiah Investment Group
Wisconsin
$746K -$52.1K -215 -6%
LWM
1403
Lyell Wealth Management
California
$745K +$105K +433 +15%
KCM
1404
Kathmere Capital Management
Pennsylvania
$743K -$102K -421 -11%
CTA
1405
Colonial Trust Advisors
South Carolina
$742K +$257K +1,062 +48%
ACM
1406
Ayrshire Capital Management
Connecticut
$741K +$57.9K +239 +8%
CL
1407
Choreo LLC
Illinois
$739K -$970 -4 -0.1%
JF
1408
JSF Financial
California
$737K +$39K +161 +5%
KFP
1409
Keystone Financial Planning
Ohio
$736K -$7.37M -30,421 -90%
VWA
1410
V Wealth Advisors
Kansas
$736K -$12.1K -50 -2%
GIA
1411
Guyasuta Investment Advisors
Pennsylvania
$735K -$4.85K -20 -0.6%
CPA
1412
Court Place Advisors
Maryland
$734K
BC
1413
Burleson & Co
California
$733K -$485 -2 -0.1%
HCM
1414
Hollencrest Capital Management
California
$733K +$8.97K +37 +1%
MA
1415
MBA Advisors
Pennsylvania
$731K +$33.2K +137 +4%
PWA
1416
Phoenix Wealth Advisors
North Carolina
$730K -$51.9K -214 -6%
VCM
1417
Vigilant Capital Management
Maine
$729K
BMC
1418
Beaton Management Company
Massachusetts
$728K
HFG
1419
Heron Financial Group
New York
$723K
CWP
1420
CFM Wealth Partners
Texas
$721K
CWM
1421
Chemistry Wealth Management
New York
$721K
MFS
1422
Monetta Financial Services
Illinois
$721K
SIP
1423
Scott Investment Partners
United Kingdom
$721K
AP
1424
Americana Partners
Texas
$721K +$4.12K +17 +0.5%
RFA
1425
Resurgent Financial Advisors
Georgia
$719K +$401K +1,656 +108%