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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
2501
Fragasso Financial Advisors
Pennsylvania
$862K -$10.1K -31 -1%
TF
2502
Trek Financial
Arizona
$861K -$122K -375 -13%
FPWM
2503
FSB Premier Wealth Management
Iowa
$859K -$42.3K -130 -5%
CIA
2504
Caerus Investment Advisors
Texas
$859K +$792K +2,436 New
AFT
2505
Alpha Family Trust
California
$859K +$150K +460 +23%
TTIC
2506
Tower Trust & Investment Company
Iowa
$859K -$68.6K -211 -8%
OBWG
2507
Onyx Bridge Wealth Group
New York
$858K -$5.86K -18 -0.7%
FFO
2508
Fortitude Family Office
Arizona
$857K -$114K -349 -13%
CCA
2509
Catalyst Capital Advisors
New York
$856K
WG
2510
Warner Group
Connecticut
$856K +$401K +1,232 +103%
DPI
2511
Diversified Portfolios Inc
Michigan
$854K +$314K +966 +66%
WCM
2512
Windsor Capital Management
Arizona
$853K -$105K -324 -12%
OFG
2513
Oxford Financial Group
Indiana
$853K -$143K -440 -15%
MKC
2514
M. Kraus & Co
Vermont
$853K -$13K -40 -2%
RCM
2515
Raleigh Capital Management
North Carolina
$852K -$43.6K -134 -5%
EFH
2516
Eaton Financial Holdings
Florida
$851K +$161K +496 +26%
ACP
2517
Arcus Capital Partners
Georgia
$849K -$12.7K -39 -2%
FGWP
2518
Founders Grove Wealth Partners
Virginia
$848K +$11.7K +36 +2%
EIA
2519
Edgemoor Investment Advisors
Maryland
$848K -$106K -327 -12%
ACGA
2520
Atlanta Consulting Group Advisors
Georgia
$848K -$42K -129 -5%
RWM
2521
Ruedi Wealth Management
Illinois
$847K +$651 +2 +0.1%
BWG
2522
Boomfish Wealth Group
Georgia
$846K +$15K +46 +2%
Group One Trading
2523
Group One Trading
Illinois
$846K -$1.51M -4,638 -66%
CWMG
2524
Compass Wealth Management (Georgia)
Georgia
$844K -$6.18K -19 -0.8%
FCM
2525
Fieldview Capital Management
Michigan
$844K +$779K +2,393 New