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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1776
Fairhaven Wealth Management
Illinois
$333K
SDWMA
1777
Schneider Downs Wealth Management Advisors
Pennsylvania
$333K +$2.73K +11 +0.8%
DI
1778
DFPG Investments
Utah
$332K +$8.67K +35 +3%
VFM
1779
Vivid Financial Management
California
$331K +$8.67K +35 +3%
DWA
1780
Dorsey Wright & Associates
California
$330K
VR
1781
Viridian RIA
Washington
$328K -$69.9K -282 -18%
GA
1782
Geller Advisors
New York
$326K +$3.96K +16 +1%
WG
1783
Welch Group
Alabama
$325K -$93.1K -376 -23%
GLLW
1784
Graves Light Lenhart Wealth
Virginia
$325K
CWC
1785
Carolinas Wealth Consulting
North Carolina
$325K +$180K +725 +131%
FWCM
1786
First Western Capital Management
California
$324K
KTA
1787
Keeley-Teton Advisors
Illinois
$324K
TFS
1788
TrustCore Financial Services
Tennessee
$322K
FFA
1789
Founders Financial Alliance
North Carolina
$322K +$325K +1,310 New
ATC
1790
Adirondack Trust Company
New York
$320K
WCG
1791
Weaver Consulting Group
California
$320K
WP
1792
WMS Partners
Maryland
$319K +$13.9K +56 +5%
PG
1793
Prostatis Group
Maryland
$318K +$16.4K +66 +6%
SAM
1794
Smithbridge Asset Management
Pennsylvania
$318K +$3.47K +14 +1%
HR
1795
Hayden Royal
North Carolina
$317K +$39.9K +161 +15%
SCM
1796
Silvant Capital Management
Georgia
$316K
CBFP
1797
Cedar Brook Financial Partners
Ohio
$316K +$248 +1 +0.1%
AO
1798
Advisor OS
Illinois
$315K -$233K -939 -43%
PWM
1799
PRW Wealth Management
Massachusetts
$315K
AWA
1800
ARS Wealth Advisors
Florida
$314K