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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
1026
Founders Financial Securities
Maryland
$314K -$318K -7,013 -52%
SFSG
1027
Sound Financial Strategies Group
Mississippi
$314K +$6.9K +152 +2%
FNT
1028
First National Trust
Pennsylvania
$311K
FGWP
1029
Founders Grove Wealth Partners
Virginia
$311K +$294K +6,467 New
APA
1030
Astoria Portfolio Advisors
New York
$310K +$3.5K +77 +1%
OCA
1031
OpenArc Corporate Advisory
Georgia
$308K -$65.6K -1,445 -18%
GW
1032
Griffith & Werner
Georgia
$308K
XWL
1033
XXI Wealth LLC
Illinois
$308K -$12.1K -267 -4%
OWA
1034
Outlook Wealth Advisors
Texas
$308K
CA
1035
Carson Advisory
Georgia
$307K -$53.4K -1,176 -16%
QWP
1036
Quotient Wealth Partners
Texas
$305K +$6.26K +138 +2%
Fayez Sarofim & Co
1037
Fayez Sarofim & Co
Texas
$305K +$16.2K +357 +6%
FWA
1038
FSM Wealth Advisors
Ohio
$305K +$6.22K +137 +2%
AA
1039
Apriem Advisors
California
$305K -$175K -3,850 -38%
VCM
1040
Virtue Capital Management
Tennessee
$304K +$287K +6,331 New
BWM
1041
Bullock Wealth Management
Indiana
$302K +$287K +6,331 New
BTW
1042
Boston Trust Walden
Massachusetts
$301K
GAM
1043
Groupama Asset Management
France
$301K
ACA
1044
Atlas Capital Advisors
Wyoming
$299K +$149K +3,285 +112%
RT
1045
Rockland Trust
Massachusetts
$298K
WPP
1046
Whalerock Point Partners
Rhode Island
$297K
CA
1047
Claro Advisors
Massachusetts
$297K +$3.72K +82 +1%
PTC
1048
Private Trust Company
Ohio
$297K +$30.4K +669 +12%
EFMH
1049
E Fund Management (HK)
Hong Kong
$297K +$102K +2,257 +58%
WRPWM
1050
Werba Rubin Papier Wealth Management
California
$296K +$30.4K +669 +12%