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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
2451
Kapstone Financial Advisors
Ohio
$275K -$18.8K -50 -7%
RGC
2452
Roberts, Glore & Co
Illinois
$275K – – –
CWA
2453
Canvas Wealth Advisors
Kansas
$274K -$48K -128 -16%
ODG
2454
O'Dell Group
Ohio
$274K +$261K +695 New
BG
2455
Benedetti & Gucer
Georgia
$273K – – –
BCP
2456
Blackhawk Capital Partners
Wisconsin
$273K +$20.6K +55 +9%
PFA
2457
Pure Financial Advisors
California
$272K -$3.38K -9 -1%
WSWA
2458
Warren Street Wealth Advisors
California
$272K +$23.3K +62 +10%
HWA
2459
HHM Wealth Advisors
Tennessee
$271K – – –
1WM
2460
1900 Wealth Management
Texas
$270K +$25.9K +69 +11%
FG
2461
Foster Group
Iowa
$270K +$7.5K +20 +3%
WCG
2462
Weaver Consulting Group
California
$268K +$375 +1 +0.1%
CIM
2463
Chiron Investment Management
New York
$268K +$256K +682 New
BI
2464
Ballast Inc
Kentucky
$267K – – –
ZIG
2465
Zullo Investment Group
Pennsylvania
$266K +$14.3K +38 +6%
WI
2466
Wintrust Investments
Illinois
$264K +$252K +672 New
KWA
2467
KCS Wealth Advisory
California
$264K – – –
GCA
2468
Genesee Capital Advisors
New York
$263K +$375 +1 +0.1%
MPCG
2469
Matrix Private Capital Group
New York
$263K -$3.75K -10 -1%
MWP
2470
Meridian Wealth Partners
Pennsylvania
$262K +$12K +32 +5%
FL
2471
Fort LP
Maryland
$260K -$103K -274 -29%
TBC
2472
Ted Buchan & Co
California
$260K – – –
GFPC
2473
Global Financial Private Client
Florida
$259K – – –
TCWA
2474
Ten Capital Wealth Advisors
Washington
$259K +$202K +539 +449%
APW
2475
Austin Private Wealth
Texas
$259K +$6K +16 +2%