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Name Holding Trade Value Shares
Change
Change in
Stake
VR
2701
Valued Retirements
Texas
$534K – – –
DFA
2702
Davies Financial Advisors
California
$533K -$382K -683 -42%
LJAC
2703
L.J. Altfest & Co
New York
$532K -$2.24K -4 -0.4%
AW
2704
Apricus Wealth
South Carolina
$531K -$5.59K -10 -1%
FAN
2705
Financial Advisors Network
California
$531K – – –
LAS
2706
LWM Advisory Services
Florida
$530K -$8.94K -16 -2%
SPWG
2707
Sage Private Wealth Group
Illinois
$528K -$14.5K -26 -3%
CCMG
2708
Connecticut Capital Management Group
Connecticut
$527K +$517K +924 New
PWP
2709
Phillips Wealth Planners
Mississippi
$527K -$49.2K -88 -8%
LWA
2710
Lineweaver Wealth Advisors
Ohio
$527K +$2.24K +4 +0.4%
WPW
2711
Watershed Private Wealth
Illinois
$525K +$203K +364 +66%
SFS
2712
Symphony Financial Services
Ohio
$524K -$25.2K -45 -5%
EPW
2713
Endeavor Private Wealth
Kansas
$523K +$82.2K +147 +19%
VCM
2714
Vivaldi Capital Management
Illinois
$522K +$14K +25 +3%
EC
2715
EdgeRock Capital
Colorado
$521K +$31.3K +56 +7%
PA
2716
Promethium Advisors
Maryland
$521K – – –
CLIP
2717
Colter Lewis Investment Partners
Connecticut
$520K +$509K +911 New
BTD
2718
BankPlus Trust Department
Mississippi
$519K -$24.6K -44 -5%
NL
2719
Navalign LLC
California
$519K – – –
HTWM
2720
Hartmann Taylor Wealth Management
Texas
$518K – – –
HI
2721
Hudock Inc
Pennsylvania
$518K +$559 +1 +0.1%
MASECO Private Wealth
2722
MASECO Private Wealth
$518K -$198K -354 -28%
BFC
2723
Bedel Financial Consulting
Indiana
$518K +$7.83K +14 +2%
PFWA
2724
Paces Ferry Wealth Advisors
Georgia
$518K +$559 +1 +0.1%
PCS
2725
Private Client Services
Kentucky
$518K +$3.35K +6 +0.7%