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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2176
Clarity Wealth Advisors
California
$248K -$1.07K -4 -0.4%
AWM
2177
Abound Wealth Management
Tennessee
$248K +$3.48K +13 +1%
DP
2178
Denver PWM
Colorado
$247K +$1.61K +6 +0.6%
AHB
2179
Abner Herrman & Brock
New Jersey
$247K -$6.7K -25 -3%
SWK
2180
Stephen W. Kidder
$246K – – –
PWM
2181
Prentice Wealth Management
New York
$245K -$22.2K -83 -8%
RFN
2182
RDA Financial Network
Iowa
$245K +$5.09K +19 +2%
CCIA
2183
Cherry Creek Investment Advisors
Colorado
$245K -$15K -56 -6%
AWM
2184
Alterna Wealth Management
Texas
$244K – – –
GAM
2185
Griffin Asset Management
New York
$244K +$249K +929 New
FFA
2186
Farther Finance Advisors
California
$244K +$249K +928 New
KCFA
2187
Key Client Fiduciary Advisors
New Jersey
$244K +$249K +928 New
MCI
2188
MRP Capital Investments
Georgia
$243K +$248K +925 New
NA
2189
Nottingham Advisors
New York
$242K – – –
NPI
2190
New Perspectives Inc
Mississippi
$242K +$247K +920 New
Loomis, Sayles & Company
2191
Loomis, Sayles & Company
Massachusetts
$240K -$215K -803 -47%
TCM
2192
Twin Capital Management
Pennsylvania
$240K +$245K +913 New
MAM
2193
Milestone Asset Management
Pennsylvania
$240K +$246K +918 New
TNA
2194
True North Advisors
Texas
$239K – – –
GCM
2195
Gallacher Capital Management
Colorado
$239K +$244K +909 New
CFP
2196
Catalyst Financial Partners
Massachusetts
$237K +$242K +904 New
MCM
2197
Marathon Capital Management
Maryland
$237K -$9.38K -35 -4%
LWMM
2198
Legacy Wealth Management (Mississippi)
Mississippi
$236K – – –
CCM
2199
Condor Capital Management
New Jersey
$235K -$21.2K -79 -8%
SCA
2200
Stonebridge Capital Advisors
Minnesota
$234K +$20.9K +78 +10%