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Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
4326
Sard Wealth Management Group
Georgia
$633K +$13.8K +75 +2%
NECFA
4327
New England Capital Financial Advisors
Connecticut
$632K +$5.14K +28 +0.9%
FA
4328
Financial Alternatives
California
$631K +$26.5K +144 +5%
AA
4329
AJ Advisors
Tennessee
$628K -$259K -1,410 -30%
EDRIA
4330
Edmonds Duncan Registered Investment Advisors
Kansas
$627K
MIAS
4331
Mason Investment Advisory Services
Virginia
$626K +$118K +641 +25%
AW
4332
Apricus Wealth
South Carolina
$626K +$3.67K +20 +0.6%
Members Trust
4333
Members Trust
Florida
$626K -$87.1K -474 -13%
CIR
4334
Clear Investment Research
Georgia
$624K +$3.86K +21 +0.7%
AEPWM
4335
Atlantic Edge Private Wealth Management
Florida
$621K -$4.59K -25 -0.8%
CCMW
4336
Cypress Capital Management (Wyoming)
Wyoming
$620K -$637K -3,466 -52%
CA
4337
Claris Advisors
Missouri
$618K +$7.16K +39 +1%
HFS
4338
Horizon Financial Services
North Carolina
$617K -$118K -642 -17%
VH
4339
Visionary Horizons
Tennessee
$616K -$75.5K -411 -11%
CCM
4340
Chiron Capital Management
Florida
$615K +$7.35K +40 +1%
CAC
4341
Core Alternative Capital
Georgia
$615K -$7.35K -40 -1%
FS
4342
Financial Symmetry
North Carolina
$614K -$13.8K -75 -2%
KNFPWM
4343
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$614K -$18.4K -100 -3%
PSIWM
4344
Paradigm Strategies in Wealth Management
Minnesota
$613K
MCA
4345
Martin Capital Advisors
Texas
$613K -$28.7K -156 -5%
GPW
4346
Gray Private Wealth
Massachusetts
$606K
SWP
4347
ShoreHaven Wealth Partners
New Jersey
$606K +$15.1K +82 +3%
HWM
4348
HighMark Wealth Management
Minnesota
$606K -$11.6K -63 -2%
PWP
4349
Phillips Wealth Planners
Mississippi
$604K +$67.2K +366 +14%
FSCM
4350
Front Street Capital Management
Montana
$603K -$3.67K -20 -0.6%