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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1076
Arkadios Wealth Advisors
Georgia
$245K +$36.8K +190 +17%
NWM
1077
Northcape Wealth Management
New York
$244K -$7.93K -41 -3%
YIA
1078
YHB Investment Advisors
Connecticut
$243K +$1.94K +10 +0.8%
BFA
1079
Beaumont Financial Advisors
Massachusetts
$242K +$387 +2 +0.2%
MIM
1080
MTM Investment Management
South Carolina
$240K +$1.74K +9 +0.7%
CRI
1081
Colonial River Investments
Virginia
$240K -$18.8K -97 -7%
CD
1082
Chapin Davis
Maryland
$240K +$252K +1,304 New
LNB
1083
Ledyard National Bank
$240K -$110K -566 -30%
DWM
1084
Drive Wealth Management
Utah
$239K +$252K +1,300 New
CFD
1085
Creative Financial Designs
Indiana
$238K +$64K +331 +34%
BWM
1086
BCGM Wealth Management
Indiana
$238K +$1.74K +9 +0.7%
BWM
1087
Baron Wealth Management
Michigan
$236K +$248K +1,284 New
CPIG
1088
Chicago Partners Investment Group
Illinois
$236K +$1.16K +6 +0.5%
ACP
1089
Aviance Capital Partners
Florida
$231K +$1.35K +7 +0.6%
AOWM
1090
Alpha Omega Wealth Management
Virginia
$231K
LBWM
1091
Left Brain Wealth Management
Illinois
$231K +$20.3K +105 +9%
VIP
1092
Vista Investment Partners
Oklahoma
$230K
SAMT
1093
Select Asset Management & Trust
Pennsylvania
$230K
VPP
1094
Vertex Planning Partners
Illinois
$229K +$580 +3 +0.2%
SFS
1095
Strategic Financial Services
New York
$229K
SWM
1096
Spire Wealth Management
Virginia
$227K -$49K -253 -17%
WC
1097
Waterloo Capital
Texas
$226K -$1.94K -10 -0.8%
TWM
1098
Thrive Wealth Management
Pennsylvania
$225K +$237K +1,224 New
TF
1099
Trek Financial
Arizona
$225K +$237K +1,223 New
CFS
1100
Commonwealth Financial Services
West Virginia
$224K -$11.2K -58 -5%