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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1451
Successful Portfolios
Florida
$203K +$202K +587 New
FA
1452
FDx Advisors
Illinois
$203K -$27.2K -79 -12%
B
1453
Bellecapital
Switzerland
$203K +$201K +585 New
VCP
1454
Verus Capital Partners
Arizona
$203K +$201K +585 New
NCFG
1455
New Century Financial Group
New Jersey
$202K -$247K -718 -55%
BHWM
1456
Beaird Harris Wealth Management
Texas
$202K -$286K -830 -59%
SCA
1457
Stillwater Capital Advisors
Pennsylvania
$202K +$200K +582 New
RSWA
1458
Robinson Smith Wealth Advisors
Maine
$201K +$200K +581 New
CPA
1459
Capital Performance Advisors
California
$201K +$200K +581 New
AMBIA
1460
Allen Mooney & Barnes Investment Advisors
Georgia
$200K +$199K +578 New
TLA
1461
Tanglewood Legacy Advisors
Texas
$200K
FWM
1462
FSA Wealth Management
Massachusetts
$195K +$194K +564 New
FFWM
1463
Future Financial Wealth Management
Ohio
$191K +$189K +550 New
MHR
1464
Matthew Hamilton Rosenberg
$184K
LCM
1465
Logan Capital Management
Pennsylvania
$181K
MWM
1466
Mascoma Wealth Management
New Hampshire
$178K
PWMG
1467
Prestige Wealth Management Group
New Jersey
$169K -$1.03K -3 -0.6%
ECM
1468
Estabrook Capital Management
New York
$164K
SC
1469
SouthState Corp
Florida
$164K
MCM
1470
MV Capital Management
Maryland
$162K -$35.5K -103 -18%
UCB
1471
United Community Bank
South Carolina
$160K +$121K +352 +323%
CFG
1472
CKW Financial Group
Hawaii
$157K -$8.61K -25 -5%
EWP
1473
Elevation Wealth Partners
California
$156K
WTA
1474
Washington Trust Advisors
Massachusetts
$155K -$46.1K -134 -23%
IBOK
1475
Independence Bank of Kentucky
Kentucky
$154K -$17.6K -51 -10%