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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EverSource Wealth Advisors
Alabama
$313K +$38.9K +279 +14%
AWM
527
Axxcess Wealth Management
California
$310K -$217K -1,555 -40%
NWWA
528
New Wave Wealth Advisors
Arkansas
$305K +$57.8K +414 +22%
SPC
529
Sigma Planning Corp
Michigan
$304K -$30K -215 -9%
PFW
530
Petros Family Wealth
Minnesota
$299K -$196K -1,405 -39%
KCM
531
Kendall Capital Management
Maryland
$298K +$308K +2,205 New
TL
532
Tradewinds LLC
North Carolina
$297K – – –
WAM
533
Wilsey Asset Management
California
$296K – – –
FFM
534
Forum Financial Management
Illinois
$296K +$306K +2,192 New
WCP
535
Wealthcare Capital Partners
Pennsylvania
$295K -$120K -858 -28%
FBT
536
First Bankers Trust
Kentucky
$293K +$27.9K +200 +10%
HCA
537
Harbor Capital Advisors
Illinois
$291K +$291K +2,088 +2,941%
TWP
538
Triad Wealth Partners
Kansas
$290K +$1.54K +11 +0.5%
NL
539
NWAM LLC
Washington
$287K -$279 -2 -0.1%
BC
540
Burney Company
Virginia
$286K +$53.5K +383 +22%
FIM
541
Freedom Investment Management
Connecticut
$284K -$199K -1,425 -40%
VI
542
Vestcor Inc
New Brunswick, Canada
$282K +$279 +2 +0.1%
IWS
543
Insight Wealth Strategies
California
$281K +$1.54K +11 +0.5%
PRI
544
Prepared Retirement Institute
Pennsylvania
$277K – – –
SPA
545
Sherbrooke Park Advisers
New York
$277K -$161K -1,150 -36%
IFU
546
iSAM Funds (UK)
United Kingdom
$276K +$18.3K +131 +7%
VFPW
547
Vantage Financial Partners (Wisconsin)
Wisconsin
$275K +$838 +6 +0.3%
FNA
548
First National Advisers
Nebraska
$275K +$285K +2,041 New
CCB
549
Cutter & Co Brokerage
Missouri
$275K -$49.7K -356 -15%
FB
550
Fulton Bank
Pennsylvania
$273K -$115K -822 -29%