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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1876
PBMares Wealth Management
Virginia
$303K
GLA
1877
Good Life Advisors
Pennsylvania
$303K +$7.18K +48 +3%
WA
1878
Waverly Advisors
Alabama
$302K -$4.49K -30 -2%
HKAM
1879
Horizon Kinetics Asset Management
New York
$301K -$29.5K -197 -10%
BOPW
1880
Brandywine Oak Private Wealth
Pennsylvania
$301K -$4.04K -27 -1%
LP
1881
LGL Partners
Pennsylvania
$301K +$2.69K +18 +1%
AA
1882
Argent Advisors
Louisiana
$300K
RBFC
1883
Roman Butler Fullerton & Co
Missouri
$300K +$455K +3,040 New
PWMG
1884
Prestige Wealth Management Group
New Jersey
$299K +$31K +207 +13%
WJA
1885
Willis Johnson & Associates
Texas
$298K +$5.84K +39 +2%
CAL
1886
Capital Analysts LLC
Pennsylvania
$298K +$151K +1,012 +122%
RTS
1887
Round Table Services
New Jersey
$298K +$277K +1,851 New
RDWM
1888
Red Door Wealth Management
Tennessee
$297K +$4.94K +33 +2%
MHR
1889
Matthew Hamilton Rosenberg
$296K +$150 +1 +0.1%
WMA
1890
Wealth Management Associates
New Jersey
$295K +$2.54K +17 +0.9%
IA
1891
Insight Advisors
Pennsylvania
$295K -$57.8K -386 -18%
EWF
1892
Epstein & White Financial
California
$294K -$18.3K -122 -6%
DI
1893
DAGCO Inc
Ohio
$294K
KCM
1894
Kathmere Capital Management
Pennsylvania
$294K +$120K +799 +78%
WS
1895
Wela Strategies
Georgia
$293K +$32.3K +216 +13%
WP
1896
WealthSource Partners
California
$292K +$63.6K +425 +31%
CWM
1897
Centric Wealth Management
Illinois
$291K -$16.6K -111 -6%
SCM
1898
SOL Capital Management
Maryland
$291K
BMCM
1899
Burns Matteson Capital Management
New York
$290K +$270K +1,802 New
FPCM
1900
Financial Partners Capital Management
New York
$289K