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MetLife
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1226
Provenance Wealth Advisors
Florida
$35.5K – – –
TWD
1227
True Wealth Design
Ohio
$35.5K +$1.98K +25 +6%
KBFS
1228
Kohmann Bosshard Financial Services
Ohio
$35.2K +$35.3K +446 New
GKIM
1229
GW&K Investment Management
Massachusetts
$35K -$2.06K -26 -6%
PWA
1230
Physician Wealth Advisors
Utah
$34.3K -$17.5K -221 -34%
CT
1231
Coastline Trust
Rhode Island
$33.9K – – –
MWPCG
1232
Measured Wealth Private Client Group
New Hampshire
$33.5K -$79 -1 -0.2%
FWA
1233
Flagship Wealth Advisors
Massachusetts
$33.2K -$9.66K -122 -22%
AWA
1234
Acumen Wealth Advisors
Tennessee
$33.2K +$33.2K +420 New
C
1235
Covestor
United Kingdom
$32K -$4.91K -62 -13%
AFG
1236
Albion Financial Group
Utah
$31.6K +$31.7K +400 New
RWS
1237
Retirement Wealth Solutions
Wisconsin
$31.5K -$79 -1 -0.3%
YDMI
1238
Y.D. More Investments
Israel
$31.5K -$4.12K -52 -12%
PB
1239
Prosperity Bancshares
Texas
$30.7K +$30.8K +389 New
GCM
1240
Gunpowder Capital Management
Maryland
$30.6K +$30.7K +388 New
GAFA
1241
Garton & Associates Financial Advisors
Kentucky
$29.8K +$29.9K +378 New
TFA
1242
Transamerica Financial Advisors
Florida
$29.7K +$5.46K +69 +22%
SIS
1243
Sound Income Strategies
Florida
$29.4K +$11.2K +142 +59%
PP
1244
PFS Partners
New Jersey
$28.9K +$158 +2 +0.5%
NECFA
1245
New England Capital Financial Advisors
Connecticut
$28.6K – – –
DFA
1246
DHJJ Financial Advisors
Illinois
$28.5K – – –
VWWMG
1247
Vermillion & White Wealth Management Group
Pennsylvania
$28.1K – – –
LWMI
1248
Legacy Wealth Management (Idaho)
Idaho
$27.7K +$8.15K +103 +42%
PP
1249
Paladin Partners
Wisconsin
$27.6K +$27.7K +350 New
OAJ
1250
Ogorek Anthony Joseph
New York
$27K -$10.2K -129 -27%
48 49
50
51 52