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Name Holding Trade Value Shares
Change
Change in
Stake
CA
4876
Centennial Advisors
Texas
$213K -$14.1K -22 -6%
TFG
4877
Tull Financial Group
Virginia
$213K +$641 +1 +0.3%
CCA
4878
Cypress Capital Advisors
Tennessee
$212K +$25.6K +40 +12%
ODA
4879
One Degree Advisors
California
$212K +$14.7K +23 +7%
CWM
4880
Collaborative Wealth Management
Florida
$212K -$630K -983 -73%
SCP
4881
Silverleafe Capital Partners
Tennessee
$212K -$822K -1,283 -78%
KWM
4882
KFG Wealth Management
Indiana
$212K +$32.7K +51 +16%
CFM
4883
Cornerstone Financial Management
Massachusetts
$212K +$23.1K +36 +11%
SWM
4884
Stockman Wealth Management
Montana
$211K +$21.1K +33 +10%
VWA
4885
Valued Wealth Advisors
Utah
$210K -$55.1K -86 -19%
LW
4886
Libra Wealth
California
$210K -$50.6K -79 -18%
FIC
4887
Family Investment Center
Missouri
$210K +$235K +367 New
PRS
4888
Pinkerton Retirement Specialists
Idaho
$210K
IWP
4889
Integrity Wealth Partners
California
$209K +$235K +366 New
E
4890
EntreWealth
Texas
$209K +$31.4K +49 +15%
LWA
4891
Lifelong Wealth Advisors
Minnesota
$208K
PFA
4892
Portland Financial Advisors
New York
$208K
AWS
4893
Arkfeld Wealth Strategies
Nebraska
$208K +$199K +310 New
PF
4894
PlanVest Financial
Maryland
$207K +$232K +362 New
FWM
4895
Forza Wealth Management
Florida
$207K -$25.6K -40 -10%
LFWA
4896
LiftPoint Family Wealth Advisors
New Jersey
$207K -$26.3K -41 -10%
ACA
4897
Anchor Capital Advisors
Massachusetts
$207K
GT
4898
GreatBanc Trust
Illinois
$206K -$15.4K -24 -6%
WAN
4899
Wealth Advisors Northwest
Oregon
$205K -$14.1K -22 -6%
FCM
4900
Fogel Capital Management
Florida
$205K -$33.3K -52 -13%