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Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
2226
Financial Partners Group (Kansas)
Kansas
$229K +$254K +1,226 New
RPWA
2227
Regent Peak Wealth Advisors
Georgia
$229K -$194K -937 -43%
PFGIA
2228
Patriot Financial Group Insurance Agency
Massachusetts
$229K +$254K +1,224 New
FMWA
2229
Forvis Mazars Wealth Advisors
Missouri
$228K -$22.8K -110 -8%
MAG
2230
Mayfair Advisory Group
Alabama
$228K +$253K +1,222 New
PBK
2231
Peoples Bank (Kansas)
Kansas
$228K
PAG
2232
Powers Advisory Group
Illinois
$227K +$10.4K +50 +4%
Polen Capital Management
2233
Polen Capital Management
Florida
$227K -$283K -1,366 -53%
TW
2234
Titan Wealth
$227K
FFA
2235
Founders Financial Alliance
North Carolina
$227K -$224K -1,082 -47%
GP
2236
GLR Partners
Maryland
$226K +$251K +1,211 New
NRI
2237
NFP Retirement Inc
California
$225K +$9.32K +45 +4%
KFC
2238
Klingenstein Fields & Co
New York
$224K +$16.2K +78 +7%
ANBT
2239
American National Bank & Trust
Texas
$224K -$37.5K -181 -13%
IHL
2240
Investment House LLC
California
$224K -$383K -1,850 -61%
WTG
2241
West Tower Group
Virginia
$224K +$41.4K +200 +20%
CWM
2242
Centurion Wealth Management
Virginia
$224K -$181K -876 -42%
BC
2243
Brio Consultants
California
$224K -$10.4K -50 -4%
CWA
2244
Centennial Wealth Advisory
Michigan
$224K +$42.5K +205 +21%
OIS
2245
OneAscent Investment Solutions
Alabama
$224K -$8.49K -41 -3%
EM
2246
Excalibur Management
Massachusetts
$223K +$248K +1,196 New
FMN
2247
Financial Management Network
California
$223K -$47.7K -230 -15%
UWM
2248
Urban Wealth Management
California
$223K -$1.19M -5,726 -83%
W
2249
Wealthquest
Ohio
$222K +$60.1K +290 +32%
CH
2250
Canton Hathaway
Rhode Island
$222K