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Name Holding Trade Value Shares
Change
Change in
Stake
APWM
2076
Atlas Private Wealth Management
New York
$229K +$229K +1,864 New
GHA
2077
GW Henssler & Associates
Georgia
$229K +$229K +1,864 New
PCWA
2078
Pacific Capital Wealth Advisors
California
$228K
SWM
2079
Seed Wealth Management
Illinois
$228K
CAS
2080
Coppell Advisory Solutions
Texas
$227K -$53.1K -432 -19%
CASC
2081
Coppell Advisory Solutions Corp
Texas
$227K -$53.1K -432 -19%
LWA
2082
Lineweaver Wealth Advisors
Ohio
$227K +$2.58K +21 +1%
SFI
2083
SPC Financial Inc
Maryland
$226K +$1.72K +14 +0.8%
VFA
2084
Voya Financial Advisors
Connecticut
$225K +$16.6K +135 +8%
SFP
2085
Shepherd Financial Partners
Massachusetts
$225K
ZIC
2086
ZWJ Investment Counsel
Georgia
$224K +$225K +1,827 New
EAM
2087
Evanson Asset Management
California
$224K
PF
2088
Phoenix Financial
Israel
$222K -$2.83K -23 -1%
PGA
2089
Portland Global Advisors
Maine
$222K
CWM
2090
Cahaba Wealth Management
Georgia
$222K -$738 -6 -0.3%
KWM
2091
KFG Wealth Management
Indiana
$221K +$615 +5 +0.3%
HCM
2092
Highlander Capital Management
New Jersey
$221K
GAM
2093
GEM Asset Management
Michigan
$221K -$1.6K -13 -0.7%
VST
2094
Van Strum & Towne
California
$221K
BWG
2095
Beta Wealth Group
California
$221K +$221K +1,800 New
MWA
2096
Monograph Wealth Advisors
California
$220K -$4.43K -36 -2%
PA
2097
Parkside Advisors
California
$220K
SPP
2098
Single Point Partners
Massachusetts
$220K -$8.24K -67 -4%
CC
2099
Courier Capital
New York
$220K
BCA
2100
Bay Colony Advisors
Massachusetts
$219K +$4.92K +40 +2%