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Name Holding Trade Value Shares
Change
Change in
Stake
Manning & Napier Advisors
3426
Manning & Napier Advisors
New York
$327K +$136K +374 +60%
CWA
3427
Consilio Wealth Advisors
Washington
$326K -$15.7K -43 -4%
FPGK
3428
Financial Partners Group (Kansas)
Kansas
$326K +$9.84K +27 +3%
SWM
3429
Stronghold Wealth Management
Florida
$325K +$56.1K +154 +18%
AWA
3430
Aletheian Wealth Advisors
Washington
$325K +$360K +989 New
SHFP
3431
Second Half Financial Partners
Florida
$325K -$8.38K -23 -2%
FPB
3432
First PREMIER Bank
South Dakota
$325K – – –
BA
3433
Bellwether Advisors
Nebraska
$325K – – –
WW
3434
Westshore Wealth
California
$325K -$20.4K -56 -5%
CWA
3435
Cura Wealth Advisors
Illinois
$325K -$76.5K -210 -18%
BIA
3436
BHK Investment Advisors
Alabama
$324K -$11.3K -31 -3%
FA
3437
Fountainhead AM
New Jersey
$324K +$159K +437 +80%
IFS
3438
Ifrah Financial Services
Arkansas
$323K -$12.4K -34 -3%
CWA
3439
Centennial Wealth Advisory
Michigan
$322K +$357K +980 New
HFP
3440
Holistic Financial Partners
Indiana
$322K -$62.3K -171 -15%
BFPW
3441
BOK Financial Private Wealth
Colorado
$322K -$6.92K -19 -2%
FB
3442
First Bancorp
Maine
$322K – – –
PA
3443
Prosperity Advisers
Pennsylvania
$322K – – –
SAMT
3444
Select Asset Management & Trust
Pennsylvania
$321K +$2.19K +6 +0.6%
IFG Advisory
3445
IFG Advisory
Georgia
$321K -$6.35M -17,433 -95%
CGFA
3446
Colton Groome Financial Advisors
North Carolina
$321K +$5.47K +15 +2%
ORAM
3447
One River Asset Management
Connecticut
$320K -$731K -2,007 -67%
PWS
3448
Precision Wealth Strategies
Missouri
$319K -$90K -247 -20%
MCM
3449
M1 Capital Management
Michigan
$319K +$4.74K +13 +1%
KOC
3450
Koss-Olinger Consulting
Florida
$319K -$27.7K -76 -7%