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Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
426
Mosaic Family Wealth Partners
Missouri
$326K – – –
SAI
427
Savvy Advisors Inc
New York
$323K +$669 +12 +0.2%
CWS
428
Confluence Wealth Services
Pennsylvania
$323K +$320K +5,733 New
CA
429
Claro Advisors
Massachusetts
$318K +$22.3K +400 +8%
PTC
430
Philadelphia Trust Company
Pennsylvania
$317K – – –
GIA
431
Gladstone Institutional Advisory
Florida
$314K -$33.1K -594 -10%
HA
432
HFG Advisors
Ohio
$313K +$83.7K +1,500 +37%
CMF
433
Counterpoint Mutual Funds
California
$310K +$307K +5,510 New
WCP
434
Wick Capital Partners
Pennsylvania
$310K +$25.1K +449 +9%
KC
435
Knuff & Co
California
$310K +$307K +5,500 New
AAS
436
Ameritas Advisory Services
Nebraska
$308K +$305K +5,473 New
PCM
437
Parsons Capital Management
Rhode Island
$308K +$8.03K +144 +3%
MWM
438
MBE Wealth Management
Wisconsin
$308K +$2.23K +40 +0.7%
OFA
439
Oak Family Advisors
Illinois
$307K +$391 +7 +0.1%
AGWCA
440
Annis Gardner Whiting Capital Advisors
Florida
$307K – – –
AWE
441
Avidian Wealth Enterprises
Texas
$305K +$57.4K +1,029 +23%
OWA
442
Outlook Wealth Advisors
Texas
$305K +$112 +2 +0%
QPWM
443
Quadrant Private Wealth Management
Pennsylvania
$304K – – –
RCM
444
Rockbridge Capital Management
Virginia
$303K – – –
BWP
445
BSW Wealth Partners
Colorado
$303K – – –
SGCA
446
Steel Grove Capital Advisors
Tennessee
$302K +$948 +17 +0.3%
ACA
447
Aptus Capital Advisors
Alabama
$301K +$614 +11 +0.2%
IF
448
Intrua Financial
Texas
$301K -$101K -1,807 -25%
WJS
449
William John Sempolinski
Massachusetts
$299K -$13.3K -238 -4%
QFPS
450
Quantum Financial Planning Services
Washington
$298K -$151K -2,714 -34%