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Name Holding Trade Value Shares
Change
Change in
Stake
TLA
1401
Tanglewood Legacy Advisors
Texas
$209K +$2.3K +7 +1%
LJAC
1402
L.J. Altfest & Co
New York
$209K -$362K -1,099 -66%
LFA
1403
LGT Financial Advisors
Texas
$208K -$41.1K -125 -18%
HI
1404
Harbour Investments
Wisconsin
$208K +$16.8K +51 +10%
BFC
1405
Bedel Financial Consulting
Indiana
$208K +$188K +572 New
AMBIA
1406
Allen Mooney & Barnes Investment Advisors
Georgia
$207K +$193K +587 New
BFG
1407
Bouchey Financial Group
New York
$207K +$187K +569 New
LA
1408
Legacy Advisors
Pennsylvania
$206K +$187K +568 New
CRC
1409
Curi RMB Capital
Illinois
$206K +$187K +567 New
MCM
1410
MV Capital Management
Maryland
$206K -$30.6K -93 -14%
SFG
1411
Sovereign Financial Group
Connecticut
$206K +$186K +566 New
FF
1412
Farrell Financial
New York
$205K +$186K +565 New
FWM
1413
FSA Wealth Management
Massachusetts
$205K
LMKC
1414
L.M. Kohn & Company
Ohio
$204K +$185K +562 New
VCG
1415
Vantage Consulting Group
Virginia
$203K -$54.6K -166 -23%
M
1416
Mirova
France
$203K
PA
1417
Procyon Advisors
Connecticut
$202K -$41.1K -125 -18%
OWMIAS
1418
One Wealth Management Investment & Advisory Services
Florida
$202K +$183K +556 New
RSWA
1419
Robinson Smith Wealth Advisors
Maine
$202K +$183K +556 New
FHA
1420
First Horizon Advisors
Tennessee
$201K +$1.32K +4 +0.7%
WCM
1421
Windsor Capital Management
Arizona
$200K +$182K +552 New
FFWM
1422
Future Financial Wealth Management
Ohio
$200K +$181K +550 New
MHR
1423
Matthew Hamilton Rosenberg
$194K
RIL
1424
Rothschild Investment LLC
Illinois
$191K +$54K +164 +45%
MAWCM
1425
Mine & Arao Wealth Creation & Management
California
$188K +$988 +3 +0.6%