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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
1901
Acorn Financial Advisory Services
Virginia
$250K +$495 +2 +0.2%
RWM
1902
RBA Wealth Management
California
$249K
AF
1903
Aldebaran Financial
$249K +$1.49K +6 +0.6%
NB
1904
Nicolet Bankshares
Wisconsin
$248K +$242K +975 New
DAC
1905
Dividend Assets Capital
South Carolina
$247K
NEAM
1906
New England Asset Management
Connecticut
$247K
SFG
1907
Summit Financial Group
West Virginia
$247K
GWM
1908
Gray Wealth Management
Maine
$247K +$495 +2 +0.2%
SAM
1909
SignalPoint Asset Management
Missouri
$247K +$7.43K +30 +3%
PPG
1910
Peak Planning Group
Colorado
$247K +$241K +972 New
JF
1911
JSF Financial
California
$246K
TIA
1912
Tandem Investment Advisors
South Carolina
$246K +$4.96K +20 +2%
GFP
1913
Gryphon Financial Partners
Ohio
$246K +$240K +967 New
PWAG
1914
Polaris Wealth Advisory Group
California
$244K
APW
1915
Aurora Private Wealth
New Jersey
$242K -$86K -347 -27%
SC
1916
Schulhoff & Co
Ohio
$241K
WP
1917
WealthShield Partners
North Carolina
$241K +$17.6K +71 +8%
CMO
1918
Covenant Multifamily Offices
Texas
$240K -$216K -873 -48%
MCA
1919
Magnolia Capital Advisors
Mississippi
$240K +$234K +945 New
OMC
1920
Old Mission Capital
Illinois
$239K +$233K +940 New
CAM
1921
Concorde Asset Management
Michigan
$238K +$9.17K +37 +4%
NP
1922
NorthRock Partners
Minnesota
$237K +$19.8K +80 +9%
W
1923
WealthOne
New York
$235K +$5.95K +24 +3%
MCM
1924
Marathon Capital Management
Maryland
$235K +$14.9K +60 +7%
SWP
1925
Summit Wealth Partners
Florida
$234K