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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2051
Sovereign Financial Group
Connecticut
$339K -$16.9K -42 -5%
GWA
2052
Gratus Wealth Advisors
Virginia
$338K -$4.03K -10 -1%
AWA
2053
A4 Wealth Advisors
North Carolina
$338K +$80.7K +200 +34%
MA
2054
MJP Associates
Connecticut
$338K -$6.86K -17 -2%
RMCM
2055
Reynders McVeigh Capital Management
Massachusetts
$337K – – –
AA
2056
Auxano Advisors
Washington
$337K +$807 +2 +0.3%
CGH
2057
CMG Global Holdings
Texas
$336K -$10.1K -25 -3%
MCM
2058
Mainstay Capital Management
Michigan
$335K +$317K +787 New
ZCP
2059
Z3 Capital Partners
Virginia
$335K – – –
SFS
2060
Symphony Financial Services
Ohio
$334K – – –
CCA
2061
Cadent Capital Advisors
Oklahoma
$334K -$807 -2 -0.3%
1WM
2062
1900 Wealth Management
Texas
$334K +$316K +783 New
ACA
2063
Affinity Capital Advisors
California
$333K +$14.9K +37 +5%
KOMWMG
2064
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$332K +$48K +119 +18%
ELM
2065
Elite Life Management
Florida
$332K -$1.21K -3 -0.4%
HR
2066
Hardy Reed
Mississippi
$332K +$3.63K +9 +1%
GC
2067
GatePass Capital
Ohio
$332K -$104K -257 -25%
SMA
2068
Sage Mountain Advisors
Georgia
$332K +$36.7K +91 +13%
HCA
2069
Harbour Capital Advisors
Virginia
$331K – – –
PWM
2070
Penobscot Wealth Management
Maine
$331K +$44K +109 +16%
T
2071
TrueFG
Texas
$330K – – –
BWP
2072
BSW Wealth Partners
Colorado
$329K +$3.63K +9 +1%
VCP
2073
Vista Capital Partners
Oregon
$329K +$12.9K +32 +4%
GSWA
2074
Good Steward Wealth Advisors
Tennessee
$329K -$16.5K -41 -5%
TWP
2075
Tenet Wealth Partners
Illinois
$328K +$332K +824 New