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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
2201
Berkeley Capital Partners
Georgia
$339K -$27.5K -109 -7%
RFA
2202
Resurgent Financial Advisors
Georgia
$338K +$49.2K +195 +16%
DE
2203
Diversified Enterprises
Delaware
$338K +$4.29K +17 +1%
TCBWMS
2204
Texas Capital Bank Wealth Management Services
Texas
$338K +$360K +1,426 New
BWS
2205
Broadway Wealth Solutions
Texas
$337K +$38.6K +153 +12%
FFA
2206
Florida Financial Advisors
Florida
$337K -$141K -559 -28%
MMCM
2207
Murphy & Mullick Capital Management
New York
$337K +$78.2K +310 +29%
APG
2208
Abacus Planning Group
South Carolina
$337K +$10.8K +43 +3%
OWM
2209
Opes Wealth Management
California
$335K -$16.9K -67 -5%
CFIA
2210
Cantor Fitzgerald Investment Advisors
New York
$334K
VAG
2211
VisionPoint Advisory Group
Texas
$333K +$22.4K +89 +7%
SSWM
2212
Sheets Smith Wealth Management
North Carolina
$333K -$757 -3 -0.2%
AA
2213
Auxano Advisors
Washington
$333K -$113K -448 -24%
TFM
2214
TFC Financial Management
Massachusetts
$332K +$1.26K +5 +0.4%
ATC
2215
Adirondack Trust Company
New York
$332K -$6.81K -27 -2%
Cohen & Steers
2216
Cohen & Steers
New York
$332K
RDFA
2217
Ritter Daniher Financial Advisory
Ohio
$332K +$353K +1,401 New
HI
2218
Hudock Inc
Pennsylvania
$332K +$87.8K +348 +33%
OPWM
2219
Oregon Pacific Wealth Management
Oregon
$331K +$35.1K +139 +11%
CFSG
2220
Clark Financial Services Group
Missouri
$331K +$24.5K +97 +7%
LI
2221
LRI Investments
Florida
$330K +$44.1K +175 +0.7%
WH
2222
Willner & Heller
California
$330K +$72.6K +288 +26%
TCM
2223
Triumph Capital Management
Colorado
$329K +$98.4K +390 +39%
BMC
2224
Beaton Management Company
Massachusetts
$328K -$25.2K -100 -7%
MWM
2225
Meritas Wealth Management
California
$328K +$349K +1,382 New