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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
701
Wipfli Financial Advisors
Wisconsin
$238K +$288K +1,314 New
AWP
702
Accretive Wealth Partners
New Jersey
$237K – – –
GPWA
703
Great Point Wealth Advisors
Massachusetts
$236K – – –
WPW
704
Waldron Private Wealth
Pennsylvania
$235K +$5.7K +26 +2%
CWM
705
Cahaba Wealth Management
Georgia
$235K +$25.6K +117 +10%
PWS
706
Precision Wealth Strategies
Missouri
$234K -$36.4K -166 -11%
DT
707
Diversified Trust
Tennessee
$226K +$273K +1,248 New
CA
708
CGN Advisors
Kansas
$226K +$274K +1,250 New
CW
709
Cook Wealth
North Carolina
$220K +$29.6K +135 +14%
S
710
Seeyond
France
$219K -$14.9K -68 -5%
PWS
711
Peterson Wealth Services
Utah
$219K +$23.2K +106 +10%
RFC
712
Regions Financial Corp
Alabama
$216K -$2.85K -13 -1%
CG
713
Caprock Group
Idaho
$215K -$1.97K -9 -0.8%
Brown Advisory
714
Brown Advisory
Maryland
$215K +$49.7K +227 +24%
ZCA
715
Zeke Capital Advisors
Pennsylvania
$214K -$5.04K -23 -2%
IAA
716
Independent Advisor Alliance
North Carolina
$213K -$20.4K -93 -7%
CCMG
717
Clark Capital Management Group
Pennsylvania
$212K +$1.09K +5 +0.4%
MCWA
718
Meadow Creek Wealth Advisors
Georgia
$209K – – –
HNWAG
719
High Net Worth Advisory Group
Florida
$208K – – –
SCM
720
Shelton Capital Management
Colorado
$208K – – –
AWM
721
Aprio Wealth Management
Georgia
$202K -$30.7K -140 -11%
PCS
722
Personal CFO Solutions
New Jersey
$201K +$35.1K +160 +17%
CFFP
723
Center for Financial Planning
Michigan
$198K – – –
CFGS
724
Concourse Financial Group Securities
Alabama
$189K +$21K +96 +10%
PCM
725
Penserra Capital Management
California
$165K +$4.82K +22 +2%