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Name Holding Trade Value Shares
Change
Change in
Stake
WFG
2726
Wills Financial Group
Virginia
$349K +$354K +3,276 New
PFG
2727
Prosperity Financial Group
California
$348K -$7.34K -68 -2%
BFWA
2728
Benchmark Financial Wealth Advisors
Florida
$348K +$7.99K +74 +2%
BAM
2729
Byrne Asset Management
New Jersey
$346K -$13.1K -121 -4%
TA
2730
Tiedemann Advisors
New York
$345K +$1.4K +13 +0.4%
LSWM
2731
Lorne Steinberg Wealth Management
Canada
$343K
RHJA
2732
Rice Hall James & Associates
California
$343K -$57.2K -530 -14%
FW
2733
FirstPurpose Wealth
Utah
$342K +$5.94K +55 +2%
WA
2734
Waterford Advisors
New York
$341K
WWC
2735
Waypoint Wealth Counsel
Georgia
$341K +$5.18K +48 +2%
SSWM
2736
Strait & Sound Wealth Management
California
$341K
GA
2737
Greenspring Advisors
Maryland
$341K +$21.3K +197 +7%
BB
2738
Bell Bank
North Dakota
$340K -$1.94K -18 -0.6%
GC
2739
Gibson Capital
Pennsylvania
$338K
PCG
2740
Prosperity Consulting Group
Maryland
$338K -$4.43K -41 -1%
RP
2741
Rice Partnership
Hawaii
$337K -$12.7K -118 -4%
BWFA
2742
Baltimore-Washington Financial Advisors
Maryland
$337K -$5.29K -49 -2%
B
2743
Barings
North Carolina
$337K -$26.1K -242 -7%
CCP
2744
Carmel Capital Partners
California
$337K -$8.53K -79 -2%
SCA
2745
Sandy Cove Advisors
Massachusetts
$337K +$648 +6 +0.2%
RCM
2746
Requisite Capital Management
Texas
$336K -$44.8K -415 -12%
WHCI
2747
W.H. Cornerstone Investments
Massachusetts
$336K +$97.9K +907 +40%
CMI
2748
Clare Market Investments
Texas
$334K -$265K -2,457 -44%
PP
2749
PFS Partners
New Jersey
$334K +$10K +93 +3%
CCM
2750
Chickasaw Capital Management
Tennessee
$334K