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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1176
Boston Family Office
Massachusetts
$304K
AFP
1177
Ausdal Financial Partners
Iowa
$304K -$7.37K -22 -3%
FMWA
1178
Forvis Mazars Wealth Advisors
Missouri
$302K +$1K +3 +0.4%
QFA
1179
Quantum Financial Advisors
California
$301K
SFS
1180
Stiles Financial Services
Minnesota
$300K +$670 +2 +0.2%
KIA
1181
KLR Investment Advisors
Rhode Island
$299K +$285K +850 New
BEAM
1182
Baker Ellis Asset Management
Washington
$299K +$7.03K +21 +3%
HW
1183
Hamilton Wealth
California
$298K +$10K +30 +4%
CWM
1184
C2C Wealth Management
Arizona
$297K -$4.69K -14 -2%
Wealth Enhancement Advisory Services
1185
Wealth Enhancement Advisory Services
Minnesota
$296K +$279K +832 New
FCCM
1186
First City Capital Management
Georgia
$296K
BCFD
1187
Boit C.F. David
$292K
RDWM
1188
Red Door Wealth Management
Tennessee
$291K -$20.1K -60 -7%
BBA
1189
BLB&B Advisors
Pennsylvania
$289K -$5.69K -17 -2%
WHCI
1190
W.H. Cornerstone Investments
Massachusetts
$289K +$272K +813 New
JWM
1191
Janiczek Wealth Management
Colorado
$288K +$3.35K +10 +1%
T
1192
TRUADVICE
Florida
$288K +$261K +779 New
LWP
1193
Lumature Wealth Partners
Georgia
$288K
HHGA
1194
Halbert Hargrove Global Advisors
California
$287K +$25.5K +76 +10%
OWA
1195
One Wealth Advisors
California
$286K -$335 -1 -0.1%
BEI
1196
Benjamin Edwards Inc
Missouri
$285K +$12.4K +37 +5%
FFP
1197
FourThought Financial Partners
Florida
$285K -$58.3K -174 -18%
S
1198
SimplyRich
California
$284K +$3.01K +9 +1%
CPRC
1199
Consolidated Portfolio Review Corp
New York
$284K +$268K +799 New
HPM
1200
Hoxton Planning & Management
West Virginia
$284K +$4.35K +13 +2%