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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1901
Founders Financial Alliance
North Carolina
$274K +$22K +135 +8%
CMO
1902
Covenant Multifamily Offices
Texas
$273K +$22.8K +140 +8%
FA
1903
Financial Advisors
Massachusetts
$272K – – –
SAM
1904
SP Asset Management
California
$272K +$652 +4 +0.2%
MCM
1905
Marathon Capital Management
Maryland
$272K +$305K +1,869 New
CWS
1906
Cypress Wealth Services
California
$270K -$21K -129 -6%
NPA
1907
Nichols & Pratt Advisers
Massachusetts
$269K – – –
PFWA
1908
Paces Ferry Wealth Advisors
Georgia
$269K +$23K +141 +8%
Jones Financial Companies
1909
Jones Financial Companies
Missouri
$269K +$109K +666 +56%
CFS
1910
CRA Financial Services
New Jersey
$269K +$302K +1,851 New
LA
1911
LexAurum Advisors
Kansas
$268K +$8.32K +51 +3%
WB
1912
Webster Bank
Connecticut
$268K +$25.3K +155 +9%
BMCM
1913
Bryn Mawr Capital Management
Pennsylvania
$268K +$69.3K +425 +30%
BW
1914
Bison Wealth
Georgia
$267K – – –
HT
1915
Heritage Trust
Oklahoma
$266K -$361K -2,211 -55%
FFWA
1916
FRG Family Wealth Advisors
Washington
$266K -$7.66K -47 -2%
DTL
1917
Dynamic Technology Lab
Singapore
$266K +$298K +1,830 New
Choreo LLC
1918
Choreo LLC
Illinois
$265K -$165K -1,009 -36%
LFF
1919
Level Four Financial
Texas
$265K +$9.29K +57 +3%
CAM
1920
Cozad Asset Management
Illinois
$264K – – –
SCI
1921
S&CO Inc
Massachusetts
$264K – – –
TWM
1922
TriaGen Wealth Management
California
$264K – – –
Larson Financial Group
1923
Larson Financial Group
Missouri
$264K +$489 +3 +0.2%
DF Dent & Co
1924
DF Dent & Co
Maryland
$264K +$39.5K +242 +15%
AW
1925
ACG Wealth
Georgia
$263K -$3.95M -24,211 -93%