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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
2226
Patriot Financial Group Insurance Agency
Massachusetts
$831K +$8.86K +30 +1%
T
2227
TNF
Montana
$830K +$295 +1 +0%
GWP
2228
Gateway Wealth Partners
Wisconsin
$829K -$22.7K -77 -3%
GA
2229
Goldstein Advisors
Wisconsin
$828K -$1.18K -4 -0.1%
PPP
2230
Private Portfolio Partners
New Jersey
$828K +$295 +1 +0%
CWM
2231
Circle Wealth Management
New Jersey
$827K -$4.14K -14 -0.5%
WKSWA
2232
White Knight Strategic Wealth Advisors
New Jersey
$827K -$53.2K -180 -6%
WCA
2233
Westover Capital Advisors
Delaware
$826K -$1.18M -3,982 -60%
FH
2234
FWG Holdings
Florida
$825K -$3.25K -11 -0.4%
GLLW
2235
Graves Light Lenhart Wealth
Virginia
$823K +$237K +801 +43%
WCM
2236
Windsor Capital Management
Arizona
$822K +$4.43K +15 +0.6%
HCP
2237
Hexagon Capital Partners
Arkansas
$821K -$16.8K -57 -2%
BOM
2238
Bank of Marin
California
$820K -$32.5K -110 -4%
HR
2239
Howe & Rusling
New York
$819K +$68.5K +232 +10%
RWP
2240
Ridgecrest Wealth Partners
California
$819K +$295 +1 +0%
CM
2241
Columbus Macro
Pennsylvania
$816K +$270K +914 +54%
PWM
2242
PRW Wealth Management
Massachusetts
$816K +$3.84K +13 +0.5%
TNA
2243
True North Advisors
Texas
$816K +$286K +967 +58%
LAM
2244
L2 Asset Management
Massachusetts
$814K +$55.2K +187 +8%
WFAG
2245
Worth Financial Advisory Group
North Carolina
$811K +$8.86K +30 +1%
MIS
2246
Morningstar Investment Services
Illinois
$811K +$251K +848 +47%
FPWM
2247
FSB Premier Wealth Management
Iowa
$808K -$14.5K -49 -2%
EIG
2248
Ellenbecker Investment Group
Wisconsin
$808K +$591 +2 +0.1%
AFG
2249
Alterity Financial Group
Maine
$807K -$72.4K -245 -9%
BCM
2250
Birmingham Capital Management
Alabama
$803K -$11.8K -40 -2%
88 89
90
91 92