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Name Holding Trade Value Shares
Change
Change in
Stake
Cassaday & Co Wealth Management
1526
Cassaday & Co Wealth Management
Virginia
$429K -$26.8K -351 -6%
FOA
1527
Five Oceans Advisors
California
$428K +$3.74K +49 +0.9%
FFP
1528
FourThought Financial Partners
Florida
$425K -$92.6K -1,212 -19%
OWA
1529
Opal Wealth Advisors
New York
$425K +$1.07K +14 +0.3%
KFA
1530
Kapstone Financial Advisors
Ohio
$424K – – –
EL
1531
EMFO LLC
Florida
$424K – – –
MCM
1532
Manchester Capital Management
Vermont
$421K +$229K +3,000 +132%
Klingman & Associates
1533
Klingman & Associates
New York
$419K +$1.83K +24 +0.5%
FF
1534
Fluent Financial
Texas
$419K +$55.5K +727 +16%
NLP
1535
Next Level Private
New York
$419K +$35.4K +464 +10%
LPT
1536
Legacy Private Trust
Wisconsin
$419K -$35.5K -465 -8%
AP
1537
Atwood & Palmer
Missouri
$419K – – –
CT
1538
ClearAlpha Technologies
Connecticut
$418K +$400K +5,235 New
SIC
1539
Samalin Investment Counsel
New York
$417K -$10.5K -138 -3%
CFGS
1540
Concourse Financial Group Securities
Alabama
$415K -$68.2K -893 -15%
GWANC
1541
Guardian Wealth Advisors (North Carolina)
North Carolina
$415K +$19.6K +256 +5%
TFG
1542
Taylor Financial Group
Virginia
$414K -$42.4K -555 -10%
BMWM
1543
Brown Miller Wealth Management
Virginia
$410K -$611 -8 -0.2%
S
1544
Sachetta
Massachusetts
$408K – – –
ACA
1545
Atlas Capital Advisors
Wyoming
$407K +$65.5K +858 +20%
SAM
1546
Summit Asset Management
Tennessee
$407K -$7.64K -100 -2%
FA
1547
Fortis Advisors
Pennsylvania
$407K – – –
SSWM
1548
Strait & Sound Wealth Management
California
$406K -$27.3K -358 -6%
WC
1549
Weil Company
California
$406K -$183K -2,396 -32%
TBNY
1550
Trustco Bank (New York)
New York
$406K -$407K -5,325 -51%