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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1301
Harbor Advisors
Florida
$647K
PWA
1302
Primoris Wealth Advisors
Florida
$647K +$434K +1,500 New
TCA
1303
Transcend Capital Advisors
New Jersey
$647K +$4.63K +16 +1%
TFGT
1304
TS Financial Group (TSFG)
Illinois
$644K
AW
1305
Apricus Wealth
South Carolina
$643K -$94K -325 -18%
OWM
1306
OneAscent Wealth Management
Alabama
$641K +$430K +1,485 New
WCG
1307
Weaver Consulting Group
California
$641K -$22.3K -77 -5%
CBA
1308
Coastal Bridge Advisors
Connecticut
$640K +$429K +1,484 New
PWM
1309
Parkway Wealth Management
Texas
$638K -$410K -1,416 -49%
CA
1310
CV Advisors
Florida
$637K
MA
1311
MSA Advisors
California
$636K
WPW
1312
Waldron Private Wealth
Pennsylvania
$636K
CAG
1313
Centerpoint Advisory Group
Kansas
$636K +$21.7K +75 +5%
RCA
1314
Resonant Capital Advisors
Wisconsin
$635K -$14.2K -49 -3%
RIP
1315
RAM Investment Partners
Washington
$634K +$289 +1 +0.1%
BI
1316
Ballast Inc
Kentucky
$633K +$425K +1,468 New
OWA
1317
One Wealth Advisors
California
$632K -$173K -598 -29%
FSWA
1318
Financial Synergies Wealth Advisors
Texas
$632K +$40.8K +141 +11%
CT
1319
Chicago Trust
Illinois
$631K
AF
1320
Advisornet Financial
Minnesota
$628K +$8.97K +31 +2%
PL
1321
Perpetual Ltd
Australia
$626K -$190K -657 -31%
VWM
1322
Vigilare Wealth Management
Arizona
$620K +$415K +1,436 New
DWA
1323
Dorsey Wright & Associates
California
$616K +$413K +1,428 New
MAM
1324
Mystic Asset Management
Rhode Island
$616K
AWM
1325
Accel Wealth Management
Iowa
$613K +$11.3K +39 +3%