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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
3051
Insight Wealth Partners
Texas
$300K +$22.6K +142 +8%
CFS
3052
CGC Financial Services
Oregon
$299K +$159 +1 +0.1%
CWA
3053
Canvas Wealth Advisors
Kansas
$299K +$12.8K +80 +4%
BWA
3054
Burt Wealth Advisors
Maryland
$298K -$3.51K -22 -1%
SNBOSD
3055
Security National Bank of So Dak
Iowa
$298K – – –
ACM
3056
Armbruster Capital Management
New York
$296K +$1.12K +7 +0.4%
SFG
3057
Sunburst Financial Group
Alabama
$296K -$12.1K -76 -4%
FIBT
3058
First International Bank & Trust
North Dakota
$296K -$8.93K -56 -3%
PFA
3059
Pathway Financial Advisors
Vermont
$296K – – –
OCM
3060
Osterweis Capital Management
California
$296K – – –
SWC
3061
Spectrum Wealth Counsel
Indiana
$295K -$10.2K -64 -3%
Harris Associates
3062
Harris Associates
Illinois
$295K +$16.6K +104 +6%
PEA
3063
Park Edge Advisors
Ohio
$295K -$52K -326 -15%
NWM
3064
Northwest Wealth Management
Iowa
$295K +$16.3K +102 +6%
BFO
3065
Biltmore Family Office
North Carolina
$294K +$36.5K +229 +14%
FPTW
3066
Franklin, Parlapiano, Turner & Welch
Texas
$294K – – –
FP
3067
Fiduciary Planning
Florida
$294K +$159 +1 +0.1%
AIA
3068
Affinity Investment Advisors
California
$294K – – –
TF
3069
Theory Financial
Colorado
$294K -$4.15K -26 -1%
MAM
3070
Mainsail Asset Management
Alabama
$293K – – –
LGW
3071
Leslie Global Wealth
Illinois
$293K +$299K +1,874 New
SWP
3072
Summit Wealth Partners
Florida
$293K – – –
SNBOSCI
3073
Security National Bank of Sioux City Iowa
Iowa
$293K – – –
FFA
3074
Fi3 Financial Advisors
Indiana
$292K -$30.1K -189 -9%
SFM
3075
Signet Financial Management
New Jersey
$292K +$159 +1 +0.1%