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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1026
Coastal Bridge Advisors
Connecticut
$317K +$977 +20 +0.3%
AWA
1027
Acorn Wealth Advisors
Michigan
$317K +$4.4K +90 +1%
CIA
1028
Cladis Investment Advisory
Montana
$315K +$8.55K +175 +3%
IWA
1029
Intercontinental Wealth Advisors
Texas
$315K +$29.7K +607 +11%
IP
1030
Ignite Planners
California
$315K +$215K +4,400 New
Bartlett & Co Wealth Management
1031
Bartlett & Co Wealth Management
Ohio
$314K +$72.8K +1,490 +31%
Bartlett & Co
1032
Bartlett & Co
Ohio
$314K +$72.8K +1,490 +31%
ESB
1033
Essex Savings Bank
Connecticut
$313K +$67.8K +1,388 +29%
CWM
1034
Chesapeake Wealth Management
Virginia
$312K -$38.4K -786 -11%
Daymark Wealth Partners
1035
Daymark Wealth Partners
Ohio
$312K +$302K +6,190 New
ZIG
1036
Zullo Investment Group
Pennsylvania
$307K +$3.52K +72 +1%
SRC
1037
Shufro Rose & Co
New York
$307K – – –
LAM
1038
Lakewood Asset Management
Illinois
$307K +$298K +6,099 New
SFG
1039
Summit Financial Group
West Virginia
$306K – – –
TFM
1040
TFC Financial Management
Massachusetts
$305K +$391 +8 +0.1%
DCM
1041
Dupont Capital Management
Delaware
$304K -$367K -7,511 -55%
OWM
1042
OneAscent Wealth Management
Alabama
$303K +$733 +15 +0.2%
GIA
1043
Gladstone Institutional Advisory
Florida
$303K +$32.4K +664 +12%
SACTSONJ
1044
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$302K – – –
FAM
1045
Formidable Asset Management
Ohio
$301K +$3.57K +73 +1%
TCA
1046
Transcend Capital Advisors
New Jersey
$300K -$30.5K -625 -10%
FAG
1047
Fortitude Advisory Group
Washington
$300K +$25.1K +513 +9%
Alpha Cubed Investments
1048
Alpha Cubed Investments
California
$299K +$289K +5,925 New
BFG
1049
Barber Financial Group
Kansas
$298K +$10.9K +224 +4%
BFC
1050
Bedel Financial Consulting
Indiana
$297K +$49 +1 +0%