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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1776
Mindset Wealth Management
Indiana
$262K +$241K +790 New
CFGS
1777
Concourse Financial Group Securities
Alabama
$262K -$18.9K -62 -7%
FA
1778
FSA Advisors
Michigan
$260K -$61.4K -201 -20%
KHCM
1779
Kirtland Hills Capital Management
Ohio
$259K +$239K +782 New
HR
1780
Hardy Reed
Mississippi
$259K +$239K +781 New
GC
1781
Gibson Capital
Pennsylvania
$258K – – –
RWP
1782
Revolve Wealth Partners
New Jersey
$258K -$12.2K -40 -5%
UBG
1783
United Bank (Georgia)
Georgia
$258K +$237K +777 New
MAWA
1784
Moss Adams Wealth Advisors
Washington
$257K +$25.1K +82 +12%
AB
1785
Atlas Brown
Kentucky
$257K +$3.36K +11 +1%
T
1786
TrueFG
Texas
$257K – – –
SWG
1787
Summit Wealth Group
Vermont
$256K – – –
LFS
1788
Legacy Financial Strategies
Kansas
$256K +$236K +772 New
GG
1789
Greenwood Gearhart
Arkansas
$255K +$3.67K +12 +2%
BFS
1790
Bard Financial Services
Connecticut
$255K +$235K +770 New
TWM
1791
Thrive Wealth Management
Pennsylvania
$255K -$1.22K -4 -0.5%
NW
1792
Naviter Wealth
Arkansas
$252K – – –
FC
1793
Financial Council
Maryland
$252K -$20.5K -67 -8%
RCA
1794
Ranch Capital Advisors
Florida
$251K +$20.2K +66 +10%
PTB
1795
Pioneer Trust Bank
Oregon
$251K – – –
EIA
1796
Eldridge Investment Advisors
New Hampshire
$251K – – –
VC
1797
Veracity Capital
Georgia
$251K -$9.78K -32 -4%
AA
1798
Auxano Advisors
Washington
$250K -$2.14K -7 -0.9%
FCIM
1799
Fairview Capital Investment Management
California
$250K – – –
CWG
1800
Crown Wealth Group
North Carolina
$249K -$917 -3 -0.4%