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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
1076
First Affirmative Financial Network
Colorado
$219K +$220K +462 New
HI
1077
Human Investing
Oregon
$218K
JSW
1078
Journey Strategic Wealth
New Jersey
$217K +$955 +2 +0.4%
PGFC
1079
Peapack-Gladstone Financial Corp
New Jersey
$217K -$12.4K -26 -5%
HI
1080
Harbour Investments
Wisconsin
$216K
AFPL
1081
Advus Financial Partners, LLC
Florida
$213K
CFP
1082
Catalyst Financial Partners
Massachusetts
$213K +$10.5K +22 +5%
RF
1083
Rossby Financial
Florida
$213K +$215K +451 New
CWM
1084
Chesapeake Wealth Management
Virginia
$213K -$35.8K -75 -14%
WAS
1085
Wealth Advisory Solutions
Indiana
$211K +$213K +446 New
CF
1086
Convergence Financial
Missouri
$209K -$11.9K -25 -5%
SAI
1087
Savvy Advisors Inc
New York
$205K +$206K +432 New
GBT
1088
Grove Bank & Trust
Florida
$204K +$24.3K +51 +13%
PCM
1089
Prelude Capital Management
New York
$203K +$204K +428 New
AWE
1090
Avidian Wealth Enterprises
Texas
$202K +$204K +427 New
BWM
1091
Baron Wealth Management
Michigan
$202K +$204K +427 New
GC
1092
Gilbert & Cook
Iowa
$200K +$202K +423 New
GRP
1093
Global Retirement Partners
California
$200K -$6.2K -13 -3%
CBT
1094
Crews Bank & Trust
Florida
$199K +$201K +421 New
AT
1095
Arlington Trust
Alabama
$196K
CYG
1096
Clean Yield Group
Vermont
$190K
QC
1097
Quent Capital
New York
$190K -$5.25K -11 -3%
B
1098
Birchbrook
Maine
$189K
CSP
1099
Cary Street Partners
Virginia
$186K +$188K +393 New
WA
1100
WPG Advisers
Maryland
$185K +$187K +391 New