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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
701
Accretive Wealth Partners
New Jersey
$237K
GPWA
702
Great Point Wealth Advisors
Massachusetts
$236K
WPW
703
Waldron Private Wealth
Pennsylvania
$235K +$5.7K +26 +2%
CWM
704
Cahaba Wealth Management
Georgia
$235K +$25.6K +117 +10%
PWS
705
Precision Wealth Strategies
Missouri
$234K -$36.4K -166 -11%
DT
706
Diversified Trust
Tennessee
$226K +$273K +1,248 New
CA
707
CGN Advisors
Kansas
$226K +$274K +1,250 New
CW
708
Cook Wealth
North Carolina
$220K +$29.6K +135 +14%
S
709
Seeyond
France
$219K -$14.9K -68 -5%
PWS
710
Peterson Wealth Services
Utah
$219K +$23.2K +106 +10%
RFC
711
Regions Financial Corp
Alabama
$216K -$2.85K -13 -1%
CG
712
Caprock Group
Idaho
$215K -$1.97K -9 -0.8%
Brown Advisory
713
Brown Advisory
Maryland
$215K +$49.7K +227 +24%
ZCA
714
Zeke Capital Advisors
Pennsylvania
$214K -$5.04K -23 -2%
IAA
715
Independent Advisor Alliance
North Carolina
$213K -$20.4K -93 -7%
CCMG
716
Clark Capital Management Group
Pennsylvania
$212K +$1.09K +5 +0.4%
MCWA
717
Meadow Creek Wealth Advisors
Georgia
$209K
HNWAG
718
High Net Worth Advisory Group
Florida
$208K
SCM
719
Shelton Capital Management
Colorado
$208K
AWM
720
Aprio Wealth Management
Georgia
$202K -$30.7K -140 -11%
PCS
721
Personal CFO Solutions
New Jersey
$201K +$35.1K +160 +17%
CFFP
722
Center for Financial Planning
Michigan
$198K
CFGS
723
Concourse Financial Group Securities
Alabama
$189K +$21K +96 +10%
PCM
724
Penserra Capital Management
California
$165K +$4.82K +22 +2%
QCG
725
Quadrant Capital Group
Ohio
$160K +$23K +105 +13%