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Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
2426
Wells Trecaso Financial Group
Ohio
$224K
TCBWMS
2427
Texas Capital Bank Wealth Management Services
Texas
$224K +$223K +3,736 New
SC
2428
Soundwatch Capital
Connecticut
$224K +$226K +3,772 New
WAM
2429
Wakefield Asset Management
Colorado
$223K -$57.2K -957 -20%
WFA
2430
Wellspring Financial Advisors
Ohio
$223K -$23.9K -400 -10%
CIP
2431
Capital Insight Partners
Arizona
$223K +$223K +3,735 New
NEWAS
2432
N.E.W. Advisory Services
Wisconsin
$221K +$221K +3,691 New
SPL
2433
Smart Portfolios LLC
Washington
$220K -$2.75K -46 -1%
WCM
2434
Weld Capital Management
New York
$220K +$220K +3,678 New
HR
2435
Hayden Royal
North Carolina
$219K -$68.9K -1,152 -24%
RZH
2436
Relyea Zuckerberg Hanson
Connecticut
$219K -$8.25K -138 -4%
I
2437
INVST
Indiana
$218K +$222K +3,709 New
BFG
2438
Bouchey Financial Group
New York
$217K +$217K +3,627 New
SDWMA
2439
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K +$217K +3,627 New
SNBOSD
2440
Security National Bank of So Dak
Iowa
$216K +$216K +3,615 New
WPIC
2441
White Pine Investment Company
Michigan
$216K +$216K +3,615 New
PWM
2442
PRW Wealth Management
Massachusetts
$215K -$7.54K -126 -3%
HWMG
2443
Hurlow Wealth Management Group
Indiana
$215K
DI
2444
DFPG Investments
Utah
$214K +$219K +3,669 New
Jacobs Levy Equity Management
2445
Jacobs Levy Equity Management
New Jersey
$213K -$171K -2,862 -45%
MWP
2446
Meridian Wealth Partners
Pennsylvania
$212K -$957 -16 -0.4%
ACWM
2447
Adams Chetwood Wealth Management
North Carolina
$211K
FCM
2448
Firestone Capital Management
Florida
$211K
FI
2449
Financial Insights
Washington
$211K +$195K +3,260 +87%
WIM
2450
Westside Investment Management
California
$210K +$173K +2,900 +17%