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Name Holding Trade Value Shares
Change
Change in
Stake
W
1901
Wealthquest
Ohio
$237K +$15.4K +408 +7%
CPC
1902
Consolidated Planning Corp
Georgia
$236K -$75.1K -1,986 -24%
BSSFA
1903
Baron Silver Stevens Financial Advisors
Florida
$236K +$236K +6,229 New
MFWP
1904
Mosaic Family Wealth Partners
Missouri
$234K -$7.56K -200 -3%
GG
1905
Greenwood Gearhart
Arkansas
$234K -$7K -185 -3%
MBT
1906
Montecito Bank & Trust
California
$234K
BOPW
1907
Brandywine Oak Private Wealth
Pennsylvania
$234K -$65.6K -1,734 -22%
CW
1908
CIC Wealth
Maryland
$234K -$8.51K -225 -4%
TF
1909
Trek Financial
Arizona
$233K +$233K +6,156 New
WHG
1910
Westwood Holdings Group
Texas
$233K -$25.4K -673 -10%
FA
1911
Fagan Associates
New York
$233K -$1.55K -41 -0.7%
CWM
1912
CarsonAllaria Wealth Management
Illinois
$232K +$567 +15 +0.2%
HIG
1913
Heritage Investment Group
Florida
$232K +$5.67K +150 +3%
IA
1914
Insight Advisors
Pennsylvania
$232K -$211K -5,586 -48%
MSWM
1915
McGlone Suttner Wealth Management
Wisconsin
$231K +$231K +6,104 New
MC
1916
Machina Capital
France
$231K -$502K -13,280 -69%
AP
1917
Arlington Partners
Alabama
$231K +$104K +2,742 +82%
RPWA
1918
Regent Peak Wealth Advisors
Georgia
$230K -$32.2K -851 -12%
SB
1919
Sunflower Bank
Texas
$230K -$13.3K -352 -5%
HBW
1920
Hazlett, Burt & Watson
West Virginia
$230K +$3.18K +84 +1%
SWM
1921
Seed Wealth Management
Illinois
$229K -$2.27K -60 -1%
WB
1922
Webster Bank
Connecticut
$229K
FWA
1923
FSC Wealth Advisors
New York
$228K +$1.81K +48 +0.8%
WDG
1924
Wealth Dimensions Group
Ohio
$228K +$227K +6,001 New
KA
1925
Kearns & Associates
California
$227K