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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2401
Compass Wealth Management
Connecticut
$237K
SWM
2402
Sterling Wealth Management
Illinois
$237K +$224K +823 New
HGWM
2403
Horst & Graben Wealth Management
Oregon
$236K +$5.99K +22 +3%
WP
2404
WealthPLAN Partners
Nebraska
$235K -$6.54K -24 -3%
CGFA
2405
Colton Groome Financial Advisors
North Carolina
$235K
ACA
2406
Affinity Capital Advisors
California
$234K +$18.3K +67 +9%
ACA
2407
American Capital Advisory
Idaho
$234K +$222K +813 New
PWM
2408
Prentice Wealth Management
New York
$234K
GAM
2409
Griffin Asset Management
New York
$234K
SPWM
2410
Schrum Private Wealth Management
Florida
$233K -$21.8K -80 -9%
KC
2411
Kades & Cheifetz
Pennsylvania
$233K -$20.4K -75 -8%
OA
2412
Oxbow Advisors
Texas
$233K -$2.73K -10 -1%
TCWA
2413
Turtle Creek Wealth Advisors
Texas
$231K +$219K +803 New
JCM
2414
Janney Capital Management
Pennsylvania
$231K -$18.5K -68 -8%
CFFP
2415
Center for Financial Planning
Michigan
$231K +$14.2K +52 +7%
JHCP
2416
Jackson Hole Capital Partners
Oklahoma
$231K
SP
2417
SWS Partners
Ohio
$231K -$8.99K -33 -4%
CPA
2418
Cardiff Park Advisors
California
$231K
ACA
2419
Ascension Capital Advisors
Texas
$230K -$238K -872 -52%
CCP
2420
Clarkston Capital Partners
Michigan
$229K +$217K +796 New
ZAM
2421
Zevin Asset Management
Massachusetts
$229K +$5.18K +19 +2%
BWM
2422
Blossom Wealth Management
California
$228K +$1.36K +5 +0.6%
GP
2423
Geneva Partners
Wisconsin
$228K +$5.45K +20 +3%
SWM
2424
Segment Wealth Management
Texas
$228K +$216K +793 New
SB
2425
Sunflower Bank
Texas
$228K +$216K +793 New