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Name Holding Trade Value Shares
Change
Change in
Stake
ACS
1851
Archford Capital Strategies
Illinois
$223K -$3.6K -22 -2%
VFG
1852
V2 Financial group
Illinois
$223K +$228K +1,392 New
MWA
1853
Medallion Wealth Advisors
Connecticut
$222K – – –
RCG
1854
Regatta Capital Group
California
$222K – – –
HCM
1855
Hengehold Capital Management
Ohio
$222K – – –
VHAM
1856
Van Hulzen Asset Management
California
$222K +$226K +1,385 New
ACM
1857
Aster Capital Management
United Arab Emirates
$222K +$226K +1,385 New
LWA
1858
Lantern Wealth Advisors
New York
$221K +$226K +1,383 New
OCM
1859
One Capital Management
California
$221K -$16.2K -99 -7%
YCG
1860
Yeomans Consulting Group
Georgia
$221K +$6.7K +41 +3%
AWA
1861
Amplius Wealth Advisors
Pennsylvania
$221K +$225K +1,379 New
QFA
1862
Quantum Financial Advisors
California
$221K +$327 +2 +0.1%
KLI
1863
Kelman-Lazarov Inc
Tennessee
$220K +$7.03K +43 +3%
SPWM
1864
Spartan Planning & Wealth Management
North Carolina
$220K +$2.13K +13 +1%
PFA
1865
Pathway Financial Advisors
Vermont
$219K – – –
CWAF
1866
Core Wealth Advisors (Florida)
Florida
$219K – – –
SFP
1867
Sandbox Financial Partners
Maryland
$219K +$327 +2 +0.1%
GWM
1868
Global Wealth Management
New Jersey
$219K +$223K +1,366 New
IIA
1869
Integral Investment Advisors
California
$219K +$223K +1,365 New
TFS
1870
Thoroughbred Financial Services
Tennessee
$218K +$981 +6 +0.4%
CA
1871
Continuum Advisory
Idaho
$218K +$222K +1,360 New
ZCP
1872
Z3 Capital Partners
Virginia
$217K +$222K +1,357 New
KCIC
1873
Kuhn & Co Investment Counsel
Illinois
$217K – – –
SAM
1874
SP Asset Management
California
$217K -$72.1K -441 -25%
AL
1875
ADE LLC
Maryland
$217K – – –