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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1701
Legacy Advisors
Pennsylvania
$286K – – –
NNP
1702
Nachman Norwood & Parrott
South Carolina
$285K +$44.4K +610 +19%
OWA
1703
Opal Wealth Advisors
New York
$285K +$276K +3,791 New
PPWM
1704
PFG Private Wealth Management
Florida
$285K +$276K +3,795 New
HA
1705
Harborview Advisors
Maine
$283K +$219 +3 +0.1%
SFBLI
1706
Southern Farm Bureau Life Insurance
Mississippi
$282K – – –
RM
1707
Resource Management
Louisiana
$282K +$7.94K +109 +3%
PCP
1708
Proficio Capital Partners
Massachusetts
$282K +$14.3K +196 +6%
HCP
1709
Hexagon Capital Partners
Arkansas
$281K -$50.5K -693 -16%
EFSCE
1710
Enterprise Financial Services Corp (EFSC)
Missouri
$281K +$3.64K +50 +1%
KMWM
1711
Keudell/Morrison Wealth Management
Oregon
$280K -$25.9K -356 -9%
IWS
1712
Insight Wealth Strategies
California
$279K +$2.62K +36 +1%
ADL
1713
Asset Dedication LLC
California
$278K -$60K -824 -18%
TFS
1714
Thoroughbred Financial Services
Tennessee
$278K +$22.9K +315 +9%
R.M. Davis Inc
1715
R.M. Davis Inc
Maine
$276K -$15.7K -215 -6%
XF
1716
XML Financial
Maryland
$276K +$10.9K +150 +4%
Summit Trail Advisors
1717
Summit Trail Advisors
New York
$276K +$268K +3,673 New
LC
1718
LCNB Corp
Ohio
$275K -$16.8K -230 -6%
W
1719
WealthStone
Ohio
$275K +$19.7K +271 +8%
CSWG
1720
Cardinal Strategic Wealth Guidance
Kentucky
$274K – – –
CWS
1721
Cypress Wealth Services
California
$274K +$11.1K +152 +4%
HWA
1722
HCR Wealth Advisors
California
$272K -$43.3K -594 -14%
SteelPeak Wealth
1723
SteelPeak Wealth
California
$272K +$15.2K +209 +6%
MCF Advisors
1724
MCF Advisors
Kentucky
$271K – – –
TCM
1725
Tradewinds Capital Management
Washington
$271K – – –