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Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$287 – – –
GEA
327
Glen Eagle Advisors
New Jersey
$273 – – –
TWD
328
True Wealth Design
Ohio
$246 -$23 -5 -8%
HPC
329
HM Payson & Co
Maine
$228 – – –
TAM
330
Tucker Asset Management
Colorado
$228 +$228 +50 New
DPW
331
DiNuzzo Private Wealth
Pennsylvania
$182 -$14 -3 -7%
AW
332
Ankerstar Wealth
Texas
$168 +$169 +37 New
AUB
333
Atlantic Union Bankshares
Virginia
$151 – – –
CFFP
334
Center for Financial Planning
Michigan
$114 +$114 +25 New
SAG
335
SageView Advisory Group
California
$108 +$109 +24 New
AWM
336
Abound Wealth Management
Tennessee
$101 – – –
HC
337
Hurley Capital
New York
$91 – – –
BHWM
338
Bay Harbor Wealth Management
Maryland
$81 – – –
CPG
339
Cornerstone Planning Group
New Jersey
$81 – – –
TBFA
340
Three Bearings Fiduciary Advisors
New Hampshire
$74 +$68 +15 New
HIA
341
HFM Investment Advisors
New Jersey
$64 -$36 -8 -36%
RWM
342
Rialto Wealth Management
New York
$60 -$96 -21 -62%
GWM
343
Gilpin Wealth Management
Colorado
$55 +$55 +12 New
SA
344
Strategic Advocates
Utah
$46 – – –
MCM
345
MV Capital Management
Maryland
$37 – – –
EW
346
Elyxium Wealth
California
$36 +$36 +8 New
DF
347
Dunhill Financial
United Kingdom
$30 +$27 +6 New
CMA
348
Cedar Mountain Advisors
Oregon
$23 – – –
MWPCG
349
Measured Wealth Private Client Group
New Hampshire
$18 +$18 +4 New
HWA
350
Heritage Wealth Advisors
Virginia
$14 – – –