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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1101
Gallagher Fiduciary Advisors
Illinois
$382K -$4.24K -15 -1%
GWP
1102
Gateway Wealth Partners
Wisconsin
$381K -$533K -1,887 -58%
ACA
1103
Affinity Capital Advisors
California
$380K +$107K +380 +39%
WDC
1104
Woodward Diversified Capital
California
$380K -$4.24K -15 -1%
LI
1105
LMCG Investments
Massachusetts
$380K -$4.8K -17 -1%
MPCG
1106
Matrix Private Capital Group
New York
$380K – – –
ACA
1107
American Capital Advisory
Idaho
$379K -$27.7K -98 -7%
TFM
1108
TFC Financial Management
Massachusetts
$376K +$283 +1 +0.1%
AHL
1109
Abel Hall LLC
Louisiana
$376K +$110K +388 +40%
NFP
1110
Narus Financial Partners
Utah
$375K +$14.4K +51 +4%
ABWM
1111
Alpine Bank Wealth Management
Colorado
$374K – – –
CA
1112
CapWealth Advisors
Tennessee
$374K +$383K +1,357 New
GC
1113
Grimes & Company
Massachusetts
$370K +$4.8K +17 +1%
AC
1114
Apella Capital
Connecticut
$370K +$17.5K +62 +5%
BONH
1115
Bank of New Hampshire
New Hampshire
$370K -$283 -1 -0.1%
IAS
1116
Insigneo Advisory Services
Florida
$367K -$2.26K -8 -0.6%
FFA
1117
Florida Financial Advisors
Florida
$367K +$61K +216 +19%
AOWM
1118
Asset One Wealth Management
Washington
$366K -$36.7K -130 -10%
ACG
1119
Allen Capital Group
Nebraska
$366K +$151K +534 +67%
E
1120
Evansbrook
Illinois
$362K – – –
PWPS
1121
Pinnacle Wealth Planning Services
Ohio
$360K -$6.78K -24 -2%
PTP
1122
Platform Technology Partners
New York
$360K +$13K +46 +4%
TC
1123
Truvestments Capital
Florida
$358K – – –
SVWAG
1124
Sound View Wealth Advisors Group
Georgia
$358K -$2.26K -8 -0.6%
LFA
1125
Legacy Financial Advisors
Kentucky
$356K -$23.4K -83 -6%