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Name Holding Trade Value Shares
Change
Change in
Stake
CVA
1051
Central Valley Advisors
California
$331K +$424 +2 +0.1%
CAAS
1052
Capital Asset Advisory Services
Michigan
$331K -$202K -952 -40%
AWM
1053
Aviso Wealth Management
Washington
$330K -$263K -1,239 -46%
CCM
1054
Cullen Capital Management
New York
$329K +$302K +1,423 New
FIA
1055
Foundations Investment Advisors
Arizona
$327K -$43K -203 -13%
AAS
1056
Annex Advisory Services
Wisconsin
$326K +$299K +1,411 New
GF
1057
Gries Financial
Ohio
$326K +$299K +1,411 New
BDFN
1058
Bond & Devick Financial Network
Minnesota
$325K
FCP
1059
Fidelis Capital Partners
Florida
$324K +$18.4K +87 +7%
BB
1060
Bell Bank
North Dakota
$324K -$362K -1,708 -55%
IA
1061
IFP Advisors
Florida
$323K +$1.27K +6 +0.4%
FWM
1062
FFT Wealth Management
Pennsylvania
$322K +$33.3K +157 +13%
FFA
1063
Farther Finance Advisors
California
$321K +$145K +686 +95%
WSFS
1064
Wilmington Savings Fund Society
Delaware
$320K +$294K +1,386 New
SP
1065
Stonebrook Private
Michigan
$318K +$3.82K +18 +1%
SA
1066
SL Advisors
New Jersey
$318K +$8.48K +40 +3%
MPW
1067
Monterey Private Wealth
California
$317K +$848 +4 +0.3%
WWM
1068
Western Wealth Management
Colorado
$316K -$128K -605 -31%
WB
1069
WesBanco Bank
West Virginia
$312K +$287K +1,353 New
ATPW
1070
Ashton Thomas Private Wealth
Arizona
$312K -$25.2K -119 -8%
FDDB
1071
Fidelity D&D Bancorp
Pennsylvania
$311K
CL
1072
Choreo LLC
Illinois
$310K +$3.18K +15 +1%
SIM
1073
Sentry Investment Management
Wisconsin
$307K
SIC
1074
Salem Investment Counselors
North Carolina
$307K
SRA
1075
Secured Retirement Advisors
Minnesota
$307K +$212 +1 +0.1%