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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2901
Physician Wealth Advisors
Utah
$471K +$1.88K +12 +0.4%
TW
2902
Traveka Wealth
California
$471K +$39K +249 +10%
CFA
2903
Cahill Financial Advisors
Minnesota
$470K
LA
2904
Lifeworks Advisors
Michigan
$469K +$47.7K +305 +12%
MWA
2905
MN Wealth Advisors
Kansas
$467K +$18.9K +121 +5%
CWC
2906
Carolinas Wealth Consulting
North Carolina
$467K -$152K -969 -26%
NWMG
2907
Nicholson Wealth Management Group
South Carolina
$465K -$2.66K -17 -0.6%
ZI
2908
ZEGA Investments
Florida
$464K +$4.85K +31 +1%
Loomis, Sayles & Company
2909
Loomis, Sayles & Company
Massachusetts
$464K +$144K +922 +50%
SL
2910
Salomon & Ludwin
Virginia
$464K +$26.5K +169 +6%
SFG
2911
Synergy Financial Group
California
$464K +$167K +1,068 +63%
BOSSRA
2912
B.O.S.S. Retirement Advisors
Utah
$461K -$64.3K -411 -13%
HCP
2913
Hamilton Capital Partners
Georgia
$460K
TFF
2914
The Family Firm
Maryland
$459K +$3.76K +24 +0.9%
GHA
2915
Granite Harbor Advisors
Texas
$458K -$54.8K -350 -11%
SW
2916
Solidarity Wealth
Utah
$458K
WPW
2917
Warther Private Wealth
Ohio
$458K +$7.2K +46 +2%
PWMG
2918
Pinnacle Wealth Management Group
Michigan
$457K
WCM
2919
Washburn Capital Management
Florida
$456K -$26.9K -172 -6%
MG
2920
McHugh Group
Ohio
$456K
PCM
2921
Prelude Capital Management
New York
$455K +$33.3K +213 +8%
GWM
2922
Greenwich Wealth Management
Connecticut
$455K -$102K -653 -19%
PGWM
2923
Parisi Gray Wealth Management
New Jersey
$455K +$44.5K +284 +12%
RC
2924
Rovin Capital
Arizona
$454K +$31.2K +199 +8%
ME
2925
McIlrath & Eck
Washington
$453K +$110K +705 +35%