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Name Holding Trade Value Shares
Change
Change in
Stake
SF
1051
Summit Financial
New Jersey
$220K +$202K +1,173 New
ILI
1052
Invesco LLC (Illinois)
Illinois
$218K +$201K +1,170 New
FWM
1053
FFT Wealth Management
Pennsylvania
$218K -$92.9K -540 -32%
FA
1054
Fiduciary Alliance
South Carolina
$218K -$90.2K -524 -31%
PA
1055
Procyon Advisors
Connecticut
$217K +$201K +1,165 New
TCA
1056
Transcend Capital Advisors
New Jersey
$216K +$199K +1,157 New
CS
1057
Cannell & Spears
New York
$215K +$198K +1,150 New
NC
1058
NinePointTwo Capital
California
$213K +$197K +1,146 New
LC
1059
Lindbrook Capital
California
$212K +$68.3K +397 +54%
LWM
1060
LJI Wealth Management
Indiana
$210K +$194K +1,127 New
ACA
1061
Aptus Capital Advisors
Alabama
$210K +$193K +1,123 New
DJSG
1062
D.J. St. Germain
Massachusetts
$209K +$193K +1,122 New
IFWM
1063
Institute for Wealth Management
Colorado
$209K +$193K +1,120 New
CWM
1064
Connecticut Wealth Management
Connecticut
$208K +$192K +1,116 New
VPP
1065
Vertex Planning Partners
Illinois
$208K +$191K +1,112 New
HG
1066
Harbor Group
New Hampshire
$207K +$191K +1,109 New
SWS
1067
SYSTM Wealth Solutions
Illinois
$206K +$190K +1,103 New
BC
1068
Burney Company
Virginia
$206K +$190K +1,103 New
EFS
1069
Essex Financial Services
Connecticut
$205K -$25.8K -150 -12%
B
1070
Bellecapital
Switzerland
$205K +$189K +1,100 New
WA
1071
WBH Advisory
Maryland
$205K +$189K +1,100 New
CB
1072
Community Bank
New York
$205K -$17.2K -100 -8%
UF
1073
Univest Financial
Pennsylvania
$204K +$188K +1,095 New
UCB
1074
United Community Bank
South Carolina
$204K +$164K +955 +702%
SWP
1075
Summit Wealth Partners
Florida
$204K +$188K +1,091 New