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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1151
Legacy Financial Advisors
Kentucky
$284K +$21K +86 +8%
AP
1152
Atwood & Palmer
Missouri
$284K
MWM
1153
Mattern Wealth Management
Kansas
$283K
HG
1154
Harbor Group
New Hampshire
$283K
PCA
1155
Pallas Capital Advisors
Massachusetts
$282K +$269K +1,101 New
TW
1156
Transform Wealth
Colorado
$282K
BA
1157
Bridgewater Associates
Connecticut
$282K -$139K -570 -34%
B
1158
Bellecapital
Switzerland
$281K
CB
1159
Community Bank
New York
$281K
IFWM
1160
Institute for Wealth Management
Colorado
$279K
SWP
1161
Summit Wealth Partners
Florida
$279K
FNT
1162
First Nebraska Trust
Nebraska
$278K
LC
1163
Lindbrook Capital
California
$277K -$2.69K -11 -1%
TAM
1164
Tealwood Asset Management
Minnesota
$277K
VA
1165
Valmark Advisers
Ohio
$271K +$260K +1,063 New
FFM
1166
Forum Financial Management
Illinois
$271K +$734 +3 +0.3%
ACM
1167
Arcataur Capital Management
Wisconsin
$270K -$489 -2 -0.2%
HI
1168
Harbour Investments
Wisconsin
$269K +$6.36K +26 +3%
SI
1169
Seeds Investor
New York
$269K +$2.94K +12 +1%
GL
1170
Gerber LLC
Ohio
$268K
SIM
1171
Stratos Investment Management
Ohio
$268K +$44.8K +183 +21%
CA
1172
CoreCap Advisors
Michigan
$268K +$257K +1,049 New
CF
1173
Centaurus Financial
California
$267K +$38.2K +156 +18%
HHRDM
1174
H&H Retirement Design & Management
Nevada
$266K -$22.5K -92 -8%
PWP
1175
Principle Wealth Partners
Connecticut
$265K +$21.3K +87 +9%