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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1901
Waverly Advisors
Alabama
$656K +$58.5K +989 +9%
VC
1902
Veracity Capital
Georgia
$655K -$2.72K -46 -0.4%
SWP
1903
Strategic Wealth Partners
Ohio
$654K
MF
1904
Manchester Financial
California
$653K -$17.6K -297 -2%
BRG
1905
Bay Rivers Group
Virginia
$649K -$42.8K -724 -6%
PIA
1906
Pinion Investment Advisors
Kansas
$649K +$110K +1,852 +18%
NQWM
1907
Northwest Quadrant Wealth Management
Oregon
$648K -$114K -1,921 -15%
CA
1908
Cornerstone Advisory
Maryland
$648K +$145K +2,448 +26%
NJBEST
1909
New Jersey Better Educational Savings Trust
New Jersey
$647K
EDRIA
1910
Edmonds Duncan Registered Investment Advisors
Kansas
$646K -$28.8K -487 -4%
B
1911
Bellecapital
Switzerland
$645K -$58.2K -983 -8%
WFM
1912
Wolff Financial Management
Michigan
$645K -$11.6K -196 -2%
MWA
1913
Meridian Wealth Advisors
Texas
$641K -$12.1K -204 -2%
IIC
1914
Integrated Investment Consultants
Michigan
$640K -$16.7K -282 -2%
BCA
1915
Bay Colony Advisors
Massachusetts
$638K +$2.96K +50 +0.4%
CFS
1916
CRA Financial Services
New Jersey
$638K +$53.5K +904 +8%
LWS
1917
Lucia Wealth Services
California
$637K +$670K +11,321 +2,472%
RPWA
1918
Regent Peak Wealth Advisors
Georgia
$636K -$90.2K -1,524 -11%
B
1919
Brightworth
Georgia
$634K +$27K +456 +4%
CWA
1920
Clarity Wealth Advisors
California
$633K +$65.1K +1,100 +10%
MA
1921
MONECO Advisors
Connecticut
$630K +$41.4K +699 +6%
SDH
1922
Sloy Dahl & Holst
Washington
$629K
SGK
1923
Steigerwald Gordon & Koch
Virginia
$628K -$31K -524 -4%
FNBSF
1924
First National Bank Sioux Falls
South Dakota
$628K
FBT
1925
First Bankers Trust
Kentucky
$626K +$20.4K +345 +3%