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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1501
Crumly & Associates
Illinois
$366K +$76.6K +280 +31%
WFAG
1502
Worth Financial Advisory Group
North Carolina
$366K +$5.74K +21 +2%
OPOWM
1503
One Plus One Wealth Management
Florida
$364K -$66.7K -244 -17%
IFG
1504
Independent Financial Group
California
$364K +$2.73K +10 +0.9%
LC
1505
Lincoln Capital
Nebraska
$363K
TWP
1506
Triad Wealth Partners
Kansas
$363K +$318K +1,162 New
XF
1507
XML Financial
Maryland
$363K -$13.7K -50 -4%
LA
1508
Lindenwold Advisors
Pennsylvania
$360K
PAM
1509
Palisade Asset Management
Minnesota
$360K
CG
1510
Clifford Group
Massachusetts
$356K
SWS
1511
SYSTM Wealth Solutions
Illinois
$356K -$42.7K -156 -12%
VF
1512
VitalStone Financial
Texas
$354K +$310K +1,133 New
FFP
1513
FourThought Financial Partners
Florida
$352K -$820 -3 -0.3%
PCA
1514
Pallas Capital Advisors
Massachusetts
$352K +$308K +1,125 New
CCFM
1515
Clear Creek Financial Management
Washington
$350K +$61.2K +224 +25%
WHCI
1516
W.H. Cornerstone Investments
Massachusetts
$349K +$305K +1,115 New
SCP
1517
Sivia Capital Partners
California
$347K +$273 +1 +0.1%
BFA
1518
Beacon Financial Advisory
Ohio
$345K -$14.5K -53 -5%
ECG
1519
Edge Capital Group
Georgia
$344K -$4.65K -17 -2%
AA
1520
Alta Advisers
United Kingdom
$344K
BOM
1521
Bank of Marin
California
$344K
TWA
1522
Talisman Wealth Advisors
New Jersey
$344K -$2.73K -10 -0.9%
HKIM
1523
Hayek Kallen Investment Management
Alabama
$343K
CWA
1524
Consilium Wealth Advisory
Texas
$342K +$5.47K +20 +2%
TWM
1525
Thrive Wealth Management
Pennsylvania
$342K -$28.2K -103 -9%