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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1001
Ropes Wealth Advisors
Massachusetts
$279K -$3.85K -76 -1%
WP
1002
WealthSource Partners
California
$279K +$6.34K +125 +2%
MMG
1003
Monetary Management Group
Missouri
$278K
MCWS
1004
McKinley Carter Wealth Services
West Virginia
$277K -$63.2K -1,246 -17%
ZIC
1005
ZWJ Investment Counsel
Georgia
$277K -$1.62K -32 -0.5%
CAG
1006
Csenge Advisory Group
Florida
$277K +$319K +6,301 New
CBA
1007
Coastal Bridge Advisors
Connecticut
$276K +$1.06K +21 +0.3%
AWM
1008
Accurate Wealth Management
Florida
$276K +$103K +2,041 +50%
QCG
1009
Quadrant Capital Group
Ohio
$274K +$28.8K +569 +10%
AWA
1010
Acorn Wealth Advisors
Michigan
$273K -$28.2K -556 -8%
CPA
1011
Court Place Advisors
Maryland
$273K -$19.5K -385 -6%
RCM
1012
RB Capital Management
Nevada
$273K +$315K +6,210 New
WAP
1013
Wealthcare Advisory Partners
Pennsylvania
$270K -$199K -3,931 -39%
SIC
1014
SFE Investment Counsel
California
$270K +$68.4K +1,350 +28%
GLA
1015
Good Life Advisors
Pennsylvania
$269K +$30.3K +598 +11%
SRC
1016
Shufro Rose & Co
New York
$268K +$19.6K +386 +7%
CIA
1017
Cladis Investment Advisory
Montana
$267K +$54.1K +1,067 +21%
FIM
1018
Freedom Investment Management
Connecticut
$267K -$7K -138 -2%
SFG
1019
Summit Financial Group
West Virginia
$267K
TFM
1020
TFC Financial Management
Massachusetts
$266K
MYLI
1021
Meiji Yasuda Life Insurance
Japan
$265K -$62.5K -1,233 -17%
ZIG
1022
Zullo Investment Group
Pennsylvania
$265K +$20.7K +409 +7%
SACTSONJ
1023
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$264K
OWM
1024
OneAscent Wealth Management
Alabama
$264K +$21.3K +421 +8%
CB
1025
Cadence Bank
Mississippi
$264K +$305K +6,015 New