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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1426
FAS Wealth Partners
Kansas
$210K -$78K -399 -27%
FLI
1427
Family Legacy Inc
South Carolina
$210K +$587 +3 +0.3%
PWMAG
1428
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$211K +1,081 New
DA
1429
Dover Advisors
Virginia
$209K +$1.17K +6 +0.6%
CFP
1430
Catalyst Financial Partners
Massachusetts
$208K +$16.6K +85 +9%
AAP
1431
Arax Advisory Partners
Colorado
$208K +$9.78K +50 +5%
MWM
1432
Meridian Wealth Management
Kentucky
$207K -$5.47K -28 -3%
SMA
1433
Sage Mountain Advisors
Georgia
$207K +$11.1K +57 +6%
MG
1434
Marex Group
$207K +$9.38K +48 +5%
CWM
1435
Castle Wealth Management
Florida
$207K
ICA
1436
Infrastructure Capital Advisors
New York
$207K +$10.2K +52 +5%
RWP
1437
RWA Wealth Partners
Massachusetts
$206K -$37.3K -191 -15%
BMO
1438
Beck Mack & Oliver
New York
$206K
GIM
1439
Groesbeck Investment Management
New Jersey
$206K
BIG
1440
Builder Investment Group
Georgia
$206K
CGA
1441
Crescent Grove Advisors
Illinois
$205K +$205K +1,050 New
XF
1442
XML Financial
Maryland
$204K +$206K +1,053 New
GWM
1443
Geneos Wealth Management
Colorado
$204K +$1.96K +10 +1%
TAM
1444
Tocqueville Asset Management
New York
$204K -$117K -598 -36%
LPT
1445
Legacy Private Trust
Wisconsin
$204K -$19.6K -100 -9%
9WM
1446
9258 Wealth Management
Ohio
$204K +$2.54K +13 +1%
RFA
1447
Resurgent Financial Advisors
Georgia
$203K +$44.4K +227 +28%
AWM
1448
Atticus Wealth Management
Florida
$202K +$78.8K +403 +63%
SVCP
1449
Silicon Valley Capital Partners
California
$202K +$13.1K +67 +7%
WWP
1450
WR Wealth Planners
Missouri
$202K +$5.87K +30 +3%