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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1726
Andesa Financial Management
Pennsylvania
$317K +$10.9K +49 +4%
FMWA
1727
Forvis Mazars Wealth Advisors
Missouri
$316K -$307K -1,382 -53%
MWP
1728
Meridian Wealth Partners
Pennsylvania
$316K +$2.22K +10 +0.8%
AWP
1729
Abacus Wealth Partners
California
$315K +$275K +1,238 New
OA
1730
Oxbow Advisors
Texas
$313K -$163K -734 -37%
TCM
1731
Towercrest Capital Management
Pennsylvania
$313K
CGH
1732
CMG Global Holdings
Texas
$313K +$273K +1,230 New
CA
1733
Claro Advisors
Massachusetts
$312K +$26.7K +120 +11%
BCA
1734
Bray Capital Advisors
Florida
$311K
TAM
1735
Tucker Asset Management
Colorado
$311K -$256K -1,150 -49%
BMWM
1736
Brown Miller Wealth Management
Virginia
$310K -$222 -1 -0.1%
LGA
1737
Lebenthal Global Advisors
New York
$309K -$31.3K -141 -10%
LCM
1738
LVM Capital Management
Michigan
$309K +$11.1K +50 +4%
BDS
1739
Banco de Sabadell
Florida
$308K -$60K -270 -18%
AOWM
1740
Alpha Omega Wealth Management
Virginia
$308K
HWMA
1741
Heritage Wealth Management (Arizona)
Arizona
$308K +$269K +1,210 New
FAN
1742
Financial Advisors Network
California
$307K +$3.11K +14 +1%
ICA
1743
Infrastructure Capital Advisors
New York
$306K +$267K +1,201 New
TIM
1744
Total Investment Management
Arizona
$305K -$74.7K -336 -14%
Cohen & Steers
1745
Cohen & Steers
New York
$304K -$13.1K -59 -5%
TWM
1746
Tolleson Wealth Management
Texas
$304K
FC
1747
Forte Capital
New York
$304K +$2.67K +12 +1%
MHR
1748
Matthew Hamilton Rosenberg
$304K +$10.2K +46 +4%
B
1749
Bailard
California
$303K -$6.45K -29 -2%
EFL
1750
ERn Financial LLC
Wisconsin
$302K +$19.1K +86 +8%