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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
751
Aaron Wealth Advisors
Illinois
$204K +$215K +274 New
GW
752
GW & Wade
Massachusetts
$204K +$215K +274 New
DI
753
DFPG Investments
Utah
$202K +$204K +260 New
TFF
754
The Family Firm
Maryland
$202K +$207K +263 New
GWSG
755
GPS Wealth Strategies Group
Colorado
$200K -$29.9K -38 -12%
KWA
756
KCS Wealth Advisory
California
$200K +$211K +268 New
SSWG
757
Seven Springs Wealth Group
Tennessee
$200K +$211K +269 New
EI
758
Ellevest Inc
New York
$194K -$786 -1 -0.4%
CFD
759
Creative Financial Designs
Indiana
$194K – – –
WPA
760
West Paces Advisors
Georgia
$191K – – –
TFM
761
TFC Financial Management
Massachusetts
$182K +$57.4K +73 +43%
BWP
762
Baldwin Wealth Partners
Massachusetts
$178K +$157K +200 +513%
HPC
763
HM Payson & Co
Maine
$171K – – –
TCM
764
Tanaka Capital Management
New York
$167K – – –
PFGIA
765
Patriot Financial Group Insurance Agency
Massachusetts
$162K +$17.3K +22 +11%
MHR
766
Matthew Hamilton Rosenberg
$160K +$51.1K +65 +43%
SBL
767
Sargent Bickham Lagudis
Colorado
$157K +$786 +1 +0.5%
FCA
768
FinTrust Capital Advisors
South Carolina
$156K +$42.4K +54 +35%
GWM
769
Geneos Wealth Management
Colorado
$152K – – –
WCA
770
Windsor Creek Advisors
Vermont
$150K +$158K +201 New
GWS
771
Glassman Wealth Services
Virginia
$142K +$21.2K +27 +16%
CA
772
Clearstead Advisors
Ohio
$142K +$81K +103 +118%
SQA
773
Simon Quick Advisors
New Jersey
$137K +$48.7K +62 +50%
AIM
774
Anchor Investment Management
South Carolina
$136K -$8.65K -11 -6%
RFA
775
Reilly Financial Advisors
California
$136K – – –