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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1051
SFMG Wealth Advisors
Texas
$265K +$266K +4,670 New
JMFC
1052
J.M. Forbes & Co
Massachusetts
$261K
CBA
1053
Coastal Bridge Advisors
Connecticut
$261K +$1.03K +18 +0.4%
WWM
1054
Windsor Wealth Management
Indiana
$260K -$26K -456 -9%
PCS
1055
Personal CFO Solutions
New Jersey
$260K -$7.13K -125 -3%
CA
1056
Claro Advisors
Massachusetts
$260K +$19.3K +339 +8%
CT
1057
Caldwell Trust
Florida
$259K -$2.68K -47 -1%
TCA
1058
Transcend Capital Advisors
New Jersey
$259K +$24.1K +423 +10%
BFC
1059
Bedel Financial Consulting
Indiana
$258K -$912 -16 -0.3%
WA
1060
Wealth Alliance
New York
$258K +$25.2K +442 +11%
FMWA
1061
Forvis Mazars Wealth Advisors
Missouri
$257K +$1.65K +29 +0.6%
RCWM
1062
Royal Capital Wealth Management
Indiana
$257K +$258K +4,529 New
EWM
1063
Empirical Wealth Management
Washington
$256K -$255K -4,472 -50%
DWT
1064
Dorsey & Whitney Trust
South Dakota
$255K -$72.5K -1,271 -22%
EIM
1065
Essex Investment Management
Massachusetts
$255K -$4.16K -73 -2%
IWP
1066
Innova Wealth Partners
Pennsylvania
$255K +$114 +2 +0%
RC
1067
Roundview Capital
New Jersey
$254K -$54.1K -948 -17%
MWM
1068
Mattern Wealth Management
Kansas
$254K -$37.4K -656 -13%
Aristotle Capital Management
1069
Aristotle Capital Management
California
$254K
Koshinski Asset Management
1070
Koshinski Asset Management
Illinois
$254K +$71.4K +1,252 +39%
CHA
1071
Carmichael Hill & Associates
Maryland
$253K -$7.98K -140 -3%
IWM
1072
IHT Wealth Management
Illinois
$253K +$5.99K +105 +2%
GCP
1073
GSA Capital Partners
United Kingdom
$253K +$254K +4,453 New
GDP
1074
Great Diamond Partners
Maine
$252K -$1.6K -28 -0.6%
SA
1075
Strategic Advisors
New York
$252K