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Name Holding Trade Value Shares
Change
Change in
Stake
FWA
2101
Flagship Wealth Advisors
Massachusetts
$711K +$39.9K +155 +7%
FA
2102
Financial Advisors
Massachusetts
$710K
HG
2103
Herbst Group
Connecticut
$708K +$619K +2,403 New
FFWM
2104
Future Financial Wealth Management
Ohio
$708K +$515 +2 +0.1%
AAP
2105
Aristotle Atlantic Partners
Florida
$707K
MJRIC
2106
Mogy Joel R Investment Counsel
California
$707K
VCP
2107
Vista Capital Partners
Oregon
$707K +$135K +523 +28%
BWS
2108
Broadway Wealth Solutions
Texas
$707K +$62.3K +242 +11%
CFO
2109
CVA Family Office
Colorado
$706K -$86K -334 -12%
SCM
2110
SOL Capital Management
Maryland
$706K
DWM
2111
Drive Wealth Management
Utah
$705K +$85K +330 +16%
FHC
2112
First Heartland Consultants
Missouri
$704K +$59.3K +230 +11%
BA
2113
Bristlecone Advisors
Washington
$704K +$18.8K +73 +3%
FFB
2114
First Financial Bankshares
Texas
$703K +$319K +1,240 +108%
SC
2115
Sawyer & Company
Massachusetts
$703K -$75.2K -292 -10%
RWM
2116
Rench Wealth Management
Texas
$701K +$258 +1 +0%
AFAS
2117
Acorn Financial Advisory Services
Virginia
$700K -$14.7K -57 -2%
RA
2118
Rational Advisors
New York
$699K -$100K -390 -14%
WB
2119
West Bancorporation
Iowa
$697K
MIFH
2120
Migdal Insurance & Financial Holdings
Israel
$695K +$52.3K +203 +9%
IA
2121
Integrity Alliance
Iowa
$693K -$743K -2,882 -55%
III
2122
Independent Investors Inc
New York
$693K
ES
2123
Eagle Strategies
New York
$689K +$20.4K +79 +3%
TF
2124
Tudor Financial
Ohio
$689K +$7.73K +30 +1%
PSCM
2125
Per Stirling Capital Management
Texas
$688K -$47.1K -183 -7%