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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1151
Regent Peak Wealth Advisors
Georgia
$201K +$639 +4 +0.3%
PFM
1152
Parsec Financial Management
North Carolina
$201K +$184K +1,149 New
CAL
1153
Capital Advisors Ltd
Ohio
$197K +$79.3K +496 +60%
LTI
1154
Laffer Tengler Investments
Tennessee
$197K +$141K +882 +202%
DFCM
1155
Dark Forest Capital Management
Puerto Rico
$196K +$85.5K +535 +69%
CF
1156
Centaurus Financial
California
$193K +$207K +1,293 New
BBHC
1157
Brown Brothers Harriman & Co
New York
$189K -$99.1K -620 -33%
PWMG
1158
Prestige Wealth Management Group
New Jersey
$189K +$16.8K +105 +9%
SBL
1159
Sargent Bickham Lagudis
Colorado
$183K +$20.5K +128 +12%
FCA
1160
FinTrust Capital Advisors
South Carolina
$182K
FWM
1161
Focused Wealth Management
New York
$181K +$1.76K +11 +0.9%
JWA
1162
JFS Wealth Advisors
Pennsylvania
$178K +$178K +1,113 +1,427%
APP
1163
Alpha Paradigm Partners
Illinois
$176K +$69K +432 +58%
CT
1164
Caldwell Trust
Florida
$173K
SCM
1165
Silvant Capital Management
Georgia
$162K
TWM
1166
Tradition Wealth Management
Minnesota
$160K
AIM
1167
Anchor Investment Management
South Carolina
$155K
MA
1168
MCF Advisors
Kentucky
$155K +$37.2K +233 +29%
CTB
1169
Country Trust Bank
Illinois
$155K +$88.5K +554 +115%
RMC
1170
Resources Management Corp
Connecticut
$153K
SNT
1171
Security National Trust
West Virginia
$152K
EIP
1172
Ellis Investment Partners
Pennsylvania
$151K +$799 +5 +0.5%
FGAM
1173
Financial Gravity Asset Management
Texas
$149K +$2.72K +17 +25%
IWA
1174
IBEX Wealth Advisors
New Jersey
$142K +$152K +949 New
BFC
1175
Bedel Financial Consulting
Indiana
$136K