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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
3201
Rialto Wealth Management
New York
$195K +$4.88K +17 +2%
SWIM
3202
Smallwood Wealth Investment Management
New Jersey
$195K – – –
HWP
3203
Highline Wealth Partners
California
$191K +$15.8K +55 +8%
BC
3204
Barrett & Company
Rhode Island
$191K – – –
RFG
3205
REAP Financial Group
Texas
$189K -$9.75K -34 -5%
HWA
3206
HHM Wealth Advisors
Tennessee
$189K +$12.9K +45 +7%
BDPWM
3207
Barnes Dennig Private Wealth Management
Ohio
$189K – – –
IFS
3208
Intelligent Financial Strategies
Minnesota
$186K -$82.6K -288 -29%
ESC
3209
Eurizon SLJ Capital
$184K – – –
FWA
3210
Flagship Wealth Advisors
Massachusetts
$182K – – –
AIM
3211
Access Investment Management
Georgia
$176K – – –
FFA
3212
Frazier Financial Advisors
Ohio
$176K -$21.5K -75 -10%
HBW
3213
Hazlett, Burt & Watson
West Virginia
$174K -$10.3K -36 -5%
DF
3214
Dunhill Financial
United Kingdom
$172K +$6.59K +23 +4%
SGFG
3215
Silver Grove Financial Group
New York
$171K +$154K +538 +560%
EWM
3216
Evolution Wealth Management
Florida
$171K +$7.46K +26 +4%
AG
3217
AmeriFlex Group
Nevada
$171K +$20.1K +70 +12%
MWM
3218
Mascoma Wealth Management
New Hampshire
$170K -$6.88K -24 -4%
LFA
3219
LGT Financial Advisors
Texas
$168K -$12.9K -45 -7%
IAS
3220
IMA Advisory Services
Colorado
$167K +$86K +300 +95%
QL
3221
Quarry LP
New York
$165K +$102K +356 +141%
APW
3222
Allied Private Wealth
Florida
$162K +$167K +581 New
MFP
3223
Meramec Financial Planners
Missouri
$159K +$54.2K +189 +47%
PWMA
3224
Pension & Wealth Management Advisors
Massachusetts
$159K +$8.03K +28 +5%
FGA
3225
Fortis Group Advisors
New Jersey
$159K +$1.43K +5 +0.9%