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Name Holding Trade Value Shares
Change
Change in
Stake
MQWP
1876
Morey & Quinn Wealth Partners
Nebraska
$758K +$6.68K +25 +0.9%
CAG
1877
Cypress Advisory Group
Arizona
$755K +$535K +2,000 +260%
ACA
1878
Affinity Capital Advisors
California
$753K +$515K +1,926 +230%
WGC
1879
Watts Gwilliam & Co
Arizona
$748K -$27.3K -102 -3%
RWM
1880
Riverbend Wealth Management
South Carolina
$748K -$129K -482 -15%
TCM
1881
Teza Capital Management
Illinois
$743K +$729K +2,725 New
PWP
1882
Phillips Wealth Planners
Mississippi
$741K +$9.09K +34 +1%
YP
1883
YANKCOM Partnership
South Dakota
$740K +$39.6K +148 +6%
Fayez Sarofim & Co
1884
Fayez Sarofim & Co
Texas
$738K -$41.2K -154 -5%
CCA
1885
Childress Capital Advisors
Texas
$737K +$58.3K +218 +9%
MWA
1886
Midland Wealth Advisors
Illinois
$737K -$72.2K -270 -9%
CAWM
1887
Capital Advisors Wealth Management
Washington
$736K -$473K -1,768 -40%
PWM
1888
Prentice Wealth Management
New York
$736K +$14.2K +53 +2%
CWG
1889
Crown Wealth Group
North Carolina
$734K -$1.87K -7 -0.3%
AO
1890
Advisor OS
Illinois
$733K +$7.22K +27 +1%
CWG
1891
Cornerstone Wealth Group
North Carolina
$733K +$33.4K +125 +5%
RZH
1892
Relyea Zuckerberg Hanson
Connecticut
$731K +$95.2K +356 +15%
SFI
1893
SPC Financial Inc
Maryland
$723K -$18.2K -68 -2%
FWP
1894
FAS Wealth Partners
Kansas
$723K +$802 +3 +0.1%
OWP
1895
ORG Wealth Partners
Texas
$722K -$15.5K -58 -2%
GWM
1896
Gibbs Wealth Management
Georgia
$722K +$139K +519 +24%
AT
1897
Avalon Trust
New Mexico
$719K +$232K +868 +49%
HWMO
1898
Heritage Wealth Management (Ohio)
Ohio
$719K
AFPL
1899
Advus Financial Partners, LLC
Florida
$717K +$135K +504 +24%
TSW
1900
Three Seasons Wealth
Utah
$716K