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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2226
Accel Wealth Management
Iowa
$664K +$3.01K +21 +0.5%
EWA
2227
Encompass Wealth Advisors
Oregon
$664K +$24.2K +169 +4%
SIC
2228
Samalin Investment Counsel
New York
$662K -$151K -1,055 -21%
CFN
2229
Cordasco Financial Network
Florida
$661K +$10.6K +74 +2%
KWM
2230
Kolinsky Wealth Management
New Jersey
$659K +$98.8K +689 +20%
LIG
2231
Lokken Investment Group
Delaware
$658K +$220K +1,535 +58%
RFN
2232
RDA Financial Network
Iowa
$657K -$54.8K -382 -9%
GWANC
2233
Guardian Wealth Advisors (North Carolina)
North Carolina
$657K +$92.4K +644 +19%
HCA
2234
Horan Capital Advisors
Ohio
$653K +$27.8K +194 +5%
BCFD
2235
Boit C.F. David
$651K – – –
KC
2236
Kenfarb & Co
Kentucky
$651K – – –
AF
2237
Aldebaran Financial
$649K +$77.4K +540 +16%
JCM
2238
Jacobsen Capital Management
Utah
$646K – – –
CFD
2239
Creative Financial Designs
Indiana
$642K -$988K -6,892 -64%
CCMU
2240
Cheyne Capital Management (UK)
United Kingdom
$640K – – –
BWM
2241
BT Wealth Management
Georgia
$639K -$50.3K -351 -8%
EIA
2242
Eldridge Investment Advisors
New Hampshire
$639K – – –
SWM
2243
Sugarloaf Wealth Management
Georgia
$639K +$57.8K +403 +11%
IP
2244
Ignite Planners
California
$639K +$162K +1,131 +40%
CHA
2245
Carmichael Hill & Associates
Maryland
$637K -$2.73K -19 -0.5%
RWP
2246
Revolve Wealth Partners
New Jersey
$635K +$6.02K +42 +1%
BWP
2247
Bernardo Wealth Planning
Pennsylvania
$635K +$7.03K +49 +1%
FG
2248
Foster Group
Iowa
$635K +$19.5K +136 +4%
LAS
2249
LWM Advisory Services
Florida
$634K +$93.4K +651 +20%
DWM
2250
Drive Wealth Management
Utah
$632K +$24.1K +168 +5%