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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
926
SS&H Financial Advisors
Michigan
$471K +$2.91K +10 +0.5%
JWCA
927
J.W. Cole Advisors
Florida
$471K +$6.41K +22 +1%
RWA
928
Redhawk Wealth Advisors
Minnesota
$470K -$432K -1,482 -45%
PA
929
Parallel Advisors
California
$469K -$198K -681 -27%
ACI
930
Alpha Cubed Investments
California
$467K +$10.2K +35 +2%
WANY
931
Wealthspire Advisors (New York)
New York
$465K -$1.21M -4,152 -70%
CT
932
Caldwell Trust
Florida
$465K
WCP
933
Welch Capital Partners
New York
$464K -$30K -103 -5%
RWP
934
RWA Wealth Partners
Massachusetts
$461K
IA
935
IFP Advisors
Florida
$460K -$297K -1,020 -29%
PWM
936
Paulson Wealth Management
Illinois
$459K
APG
937
Abacus Planning Group
South Carolina
$458K
AIA
938
Affinity Investment Advisors
California
$458K -$17.5K -60 -3%
FCI
939
Financial Counselors Inc
Kansas
$454K -$55.4K -190 -10%
CA
940
Continuum Advisory
Idaho
$449K -$65.3K -224 -11%
WG
941
Winton Group
United Kingdom
$448K -$1.58M -5,421 -76%
ISWM
942
Independent Solutions Wealth Management
New York
$448K -$251K -862 -33%
EWA
943
EP Wealth Advisors
California
$448K +$365K +1,252 New
FNBTCON
944
First National Bank & Trust Co of Newtown
Pennsylvania
$448K
OWA
945
One Wealth Advisors
California
$446K +$116K +397 +29%
CAM
946
Campion Asset Management
Virginia
$445K +$10.2K +35 +2%
PWM
947
Palumbo Wealth Management
New York
$444K +$2.33K +8 +0.5%
HVIA
948
Hudson Valley Investment Advisors
New York
$440K -$6.99K -24 -1%
TFM
949
TFC Financial Management
Massachusetts
$439K
1SB
950
1ST Source Bank
Indiana
$439K