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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
2076
Sandbox Financial Partners
Maryland
$222K +$727 +2 +0.3%
CSA
2077
Cottage Street Advisors
Massachusetts
$222K +$2.91K +8 +1%
SSW
2078
Smith Shellnut Wilson
Mississippi
$222K +$215K +592 New
AI
2079
AXS Investments
New York
$221K -$116K -318 -35%
VW
2080
Vance Wealth
California
$221K +$1.09K +3 +0.5%
MSWM
2081
Mowery & Schoenfeld Wealth Management
Illinois
$221K -$30.6K -84 -12%
WCM
2082
WealthBridge Capital Management
Ohio
$221K +$215K +590 New
AFAS
2083
Acorn Financial Advisory Services
Virginia
$220K – – –
FSA
2084
Financial Security Advisor
Virginia
$220K – – –
WJA
2085
Willis Johnson & Associates
Texas
$220K +$213K +587 New
LRPA
2086
L. Roy Papp & Associates
Arizona
$219K – – –
BAS
2087
Breakthru Advisory Services
Wisconsin
$219K +$213K +585 New
BST
2088
Bath Savings Trust
Maine
$219K – – –
AIM
2089
AHL Investment Management
Florida
$219K – – –
GCP
2090
GSA Capital Partners
United Kingdom
$218K -$157K -432 -43%
HBW
2091
Hazlett, Burt & Watson
West Virginia
$218K +$5.46K +15 +3%
SPFA
2092
Summit Place Financial Advisors
New Jersey
$217K +$211K +581 New
CCA
2093
Conservest Capital Advisors
Pennsylvania
$217K – – –
Gerber Kawasaki Wealth & Investment Management
2094
Gerber Kawasaki Wealth & Investment Management
California
$216K +$210K +577 New
GPWM
2095
Grant Private Wealth Management
California
$216K +$210K +577 New
WFA
2096
WMG Financial Advisors
Tennessee
$215K +$209K +575 New
GWM
2097
Greenwich Wealth Management
Connecticut
$215K -$104K -286 -33%
MWA
2098
Motive Wealth Advisors
Michigan
$214K -$4.73K -13 -2%
3IP
2099
3Chopt Investment Partners
Virginia
$214K -$3.27K -9 -2%
CTC
2100
Cetera Trust Company
Minnesota
$214K – – –