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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1526
Cassaday & Co Wealth Management
Virginia
$320K +$50.1K +48 +19%
IF
1527
Intrua Financial
Texas
$320K +$58.4K +56 +23%
SWGC
1528
Summit Wealth Group (Colorado)
Colorado
$319K -$3.14M -3,008 -91%
CC
1529
Courier Capital
New York
$319K -$21.9K -21 -7%
CT
1530
Chicago Trust
Illinois
$318K -$30.3K -29 -9%
TWM
1531
Topsail Wealth Management
North Carolina
$316K
PEWA
1532
Pacific Excel Wealth Advisors
California
$315K +$307K +294 New
NHT
1533
New Hampshire Trust
New Hampshire
$315K -$150K -144 -33%
FPGK
1534
Financial Partners Group (Kansas)
Kansas
$314K -$9.39K -9 -4%
PCMNC
1535
Piedmont Capital Management (North Carolina)
North Carolina
$313K +$306K +293 New
TA
1536
Tactive Advisors
Florida
$313K +$306K +293 New
XWL
1537
XXI Wealth LLC
Illinois
$313K +$306K +293 New
FFN
1538
Focus Financial Network
Minnesota
$312K -$9.39K -9 -3%
GA
1539
GoalVest Advisory
New York
$311K
LWA
1540
Ledgewood Wealth Advisors
New Hampshire
$311K
KIM
1541
Kestra Investment Management
Texas
$311K +$74.1K +71 +32%
UBV
1542
United Bank (Virginia)
Virginia
$310K
SGK
1543
Steigerwald Gordon & Koch
Virginia
$310K +$4.17K +4 +1%
PFW
1544
Petros Family Wealth
Minnesota
$310K +$303K +290 New
AAS
1545
AdviceOne Advisory Services
Connecticut
$309K -$3.13K -3 -1%
EL
1546
EWA LLC
Pennsylvania
$308K +$11.5K +11 +4%
GA
1547
Goldstein Advisors
Wisconsin
$307K -$11.5K -11 -4%
FGWP
1548
Founders Grove Wealth Partners
Virginia
$307K +$299K +287 New
RIA
1549
Regal Investment Advisors
Michigan
$305K -$61.5K -59 -17%
PFBT
1550
Parkside Financial Bank & Trust
Missouri
$305K +$31.3K +30 +12%