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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2151
Conservest Capital Advisors
Pennsylvania
$366K +$7.07K +174 +2%
MWA
2152
Meridian Wealth Advisors
Texas
$366K -$3.37K -83 -1%
FWP
2153
Falcon Wealth Planning
California
$365K +$29.8K +734 +11%
AA
2154
Alesco Advisors
New York
$365K -$3.62K -89 -1%
LC
2155
Lincoln Capital
Nebraska
$363K
EI
2156
Ellevest Inc
New York
$363K +$293K +7,224 New
BWM
2157
Baystate Wealth Management
Massachusetts
$362K +$7.68K +189 +3%
IDA
2158
Intelligence Driven Advisers
California
$362K +$341K +8,400 New
EWA
2159
EverSource Wealth Advisors
Alabama
$361K -$5.16K -127 -2%
UAS
2160
United Asset Strategies
New York
$361K -$28.2K -695 -9%
TFM
2161
TFC Financial Management
Massachusetts
$360K +$41 +1 +0%
MRCM
2162
M&R Capital Management
New Jersey
$359K -$60.9K -1,500 -17%
MIM
2163
Morningstar Investment Management
Illinois
$359K -$34.4K -847 -11%
FB
2164
First Bancorp
Maine
$359K -$16.9K -415 -5%
GAG
2165
GM Advisory Group
New York
$359K -$203 -5 -0.1%
SWM
2166
Sugarloaf Wealth Management
Georgia
$358K -$3.41K -84 -1%
GFG
2167
Goldstone Financial Group
Illinois
$358K -$30.5K -751 -10%
HW
2168
Hamilton Wealth
California
$357K +$289K +7,106 New
DE
2169
Day & Ennis
Georgia
$357K +$122 +3 +0%
GWA
2170
GGM Wealth Advisors
Maryland
$356K -$8.29K -204 -2%
VCM
2171
Virtue Capital Management
Tennessee
$355K +$9.95K +245 +3%
GBT
2172
Grove Bank & Trust
Florida
$355K -$49K -1,205 -15%
GC
2173
Gilbert & Cook
Iowa
$354K +$6.17K +152 +2%
VWM
2174
Valley Wealth Managers
New Jersey
$354K
OFS
2175
OneAscent Financial Services
Alabama
$354K +$286K +7,046 New