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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1226
Founders Financial Alliance
North Carolina
$276K -$7.56K -12 -3%
CA
1227
Capital Advantage
California
$276K +$3.15K +5 +1%
DF
1228
Donoghue Forlines
Massachusetts
$276K +$258K +409 New
TCWM
1229
Total Clarity Wealth Management
Illinois
$275K +$46K +73 +22%
TWM
1230
Thrive Wealth Management
Pennsylvania
$275K +$257K +408 New
AAS
1231
Annex Advisory Services
Wisconsin
$274K +$630 +1 +0.2%
RPWA
1232
Regent Peak Wealth Advisors
Georgia
$273K +$255K +405 New
GW
1233
Graetz Wealth
Michigan
$273K +$255K +405 New
BOPW
1234
Brandywine Oak Private Wealth
Pennsylvania
$271K – – –
TWP
1235
Triad Wealth Partners
Kansas
$271K +$253K +402 New
CSI
1236
Clark & Stuart Inc
Maine
$270K – – –
KWM
1237
Kassira Wealth Management
Tennessee
$270K – – –
CFB
1238
Cullen/Frost Bankers
Texas
$270K +$25.8K +41 +11%
NSG
1239
Nalls Sherbakoff Group
Tennessee
$270K +$31.5K +50 +14%
AIC
1240
Archer Investment Corporation
Indiana
$270K +$252K +400 New
SPA
1241
Sherbrooke Park Advisers
New York
$270K +$252K +400 New
KFSC
1242
Keystone Financial Services (Colorado)
Colorado
$266K -$5.67K -9 -2%
AAS
1243
Ameritas Advisory Services
Nebraska
$265K -$271K -430 -52%
BWM
1244
BlackDiamond Wealth Management
New York
$264K +$362K +574 New
IWN
1245
Independent Wealth Network
Iowa
$264K -$80.7K -128 -25%
IWP
1246
Insight Wealth Partners
Texas
$264K +$247K +392 New
TWA
1247
Tulsa Wealth Advisors
Oklahoma
$264K +$247K +392 New
SHFP
1248
Second Half Financial Partners
Florida
$261K – – –
MA
1249
MJP Associates
Connecticut
$261K +$28.4K +45 +13%
TPW
1250
Transatlantique Private Wealth
New York
$260K +$32.1K +51 +15%
48 49
50
51 52