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Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
726
Chas P. Smith & Associates (CPS)
Florida
$202K -$3.97K -223 -2%
CIA
727
Concurrent Investment Advisors
Florida
$201K -$24.3K -1,362 -10%
SFG
728
Strive Financial Group
Indiana
$201K +$76.5K +4,298 +58%
KWM
729
Kingsview Wealth Management
Oregon
$201K +$1.76K +99 +0.9%
SWP
730
Sagespring Wealth Partners
Tennessee
$201K +$207K +11,632 New
BM
731
Berman McAleer
Maryland
$198K
SN
732
Sittner & Nelson
Oregon
$198K
WWM
733
Western Wealth Management
Colorado
$197K +$1.83K +103 +0.9%
TCA
734
Transcend Capital Advisors
New Jersey
$197K +$204K +11,445 New
NFG
735
Nations Financial Group
Iowa
$195K +$202K +11,327 New
BHC
736
Bull Harbor Capital
Maryland
$194K +$200K +11,228 New
KF
737
Krilogy Financial
Missouri
$190K +$194K +10,904 New
MA
738
Mutual Advisors
Nebraska
$190K -$69.2K -3,886 -26%
BFIM
739
Beese Fulmer Investment Management
Ohio
$190K -$58.4K -3,282 -23%
KJWM
740
Kiley Juergens Wealth Management
Washington
$189K -$18.3K -1,025 -9%
CWG
741
Cornerstone Wealth Group
North Carolina
$187K +$10.8K +606 +6%
EA
742
Everpar Advisors
Oklahoma
$187K +$193K +10,830 New
EL
743
EWA LLC
Pennsylvania
$186K +$192K +10,775 New
CCA
744
Checchi Capital Advisers
California
$185K +$191K +10,747 New
AFG
745
Atomi Financial Group
New York
$184K +$190K +10,680 New
BCP
746
Berkeley Capital Partners
Georgia
$184K +$71 +4 +0%
BWAM
747
Boyd Watterson Asset Management
Ohio
$183K -$36K -2,021 -16%
WAS
748
Wealth Advisory Solutions
Indiana
$182K -$8.94K -502 -5%
XF
749
XML Financial
Maryland
$182K -$58.8K -3,300 -24%
RSWA
750
Robinson Smith Wealth Advisors
Maine
$181K