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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1226
Endurance Wealth Management
Rhode Island
$70K -$1.12K -17 -2%
CFO
1227
CVA Family Office
Colorado
$69K +$22.2K +336 +44%
CWA
1228
Clearview Wealth Advisors
Oregon
$67K -$51.1K -774 -42%
RDWM
1229
Red Door Wealth Management
Tennessee
$67K +$70.1K +1,062 New
SWM
1230
Selective Wealth Management
Virginia
$65K +$17.9K +271 +36%
FCM
1231
Firestone Capital Management
Florida
$64K – – –
FMP
1232
Financial Management Professionals
Texas
$64K +$2.31K +35 +4%
CWP
1233
Concord Wealth Partners
Virginia
$63K -$3.37K -51 -5%
EBA
1234
Eagle Bay Advisors
New York
$63K +$63.6K +963 New
PWA
1235
Phoenix Wealth Advisors
North Carolina
$61K – – –
PG
1236
Proffitt & Goodson
Tennessee
$61K – – –
VCM
1237
Versant Capital Management
Arizona
$60K -$16.4K -249 -21%
IHWM
1238
Iron Horse Wealth Management
Iowa
$59K +$21.6K +327 +54%
LFG
1239
Larson Financial Group
Missouri
$58K -$660 -10 -1%
JFGIW
1240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K – – –
JFA
1241
JNBA Financial Advisors
Minnesota
$58K +$10.6K +160 +21%
AA
1242
Ancora Advisors
Ohio
$57K -$52.4K -793 -47%
JMF
1243
Johnson Midwest Financial
Iowa
$57K +$396 +6 +0.7%
DSC
1244
Duncker Streett & Co
Missouri
$56K – – –
NSB
1245
Norway Savings Bank
Maine
$55K -$2.05K -31 -3%
ACM
1246
AUA Capital Management
Pennsylvania
$55K – – –
OSNBOA
1247
Old Second National Bank of Aurora
Illinois
$55K – – –
SBL
1248
Sargent Bickham Lagudis
Colorado
$55K +$14.6K +221 +34%
NFSG
1249
Newbridge Financial Services Group
Florida
$55K +$20K +303 +54%
APW
1250
Acima Private Wealth
Virginia
$54K – – –