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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1901
Fragasso Financial Advisors
Pennsylvania
$240K +$25.2K +135 +11%
WWC
1902
Waypoint Wealth Counsel
Georgia
$239K -$17.7K -95 -7%
SCM
1903
Sterneck Capital Management
Missouri
$239K – – –
CFC
1904
Coyle Financial Counsel
Illinois
$237K +$240K +1,285 New
LA
1905
LM Advisors
California
$236K +$1.87K +10 +0.8%
SC
1906
Summa Corp
Texas
$236K – – –
OPW
1907
Osprey Private Wealth
New York
$236K +$239K +1,280 New
HFAS
1908
Hummer Financial Advisory Services
Illinois
$235K – – –
LT
1909
Legacy Trust
Michigan
$235K +$238K +1,275 New
IA
1910
Intellus Advisors
Florida
$234K – – –
MR
1911
Munich Reinsurance
$234K +$237K +1,270 New
MWM
1912
MBE Wealth Management
Wisconsin
$233K +$237K +1,270 New
AAM
1913
Azzad Asset Management
Virginia
$232K +$236K +1,265 New
BW
1914
BostonPremier Wealth
Massachusetts
$232K -$56K -300 -19%
CCA
1915
Cora Capital Advisors
New Jersey
$232K +$30.8K +165 +15%
WC
1916
Wexford Capital
Florida
$232K +$235K +1,260 New
AA
1917
Advisory Alpha
Michigan
$231K +$3.74K +20 +2%
AF
1918
Advisornet Financial
Minnesota
$230K +$29.9K +160 +15%
E3F
1919
Eight 31 Financial
Texas
$230K +$233K +1,250 New
ECM
1920
EMC Capital Management
Texas
$230K +$93.4K +500 +67%
CFS
1921
Commonwealth Financial Services
West Virginia
$229K -$26.1K -140 -10%
CWM
1922
Cedar Wealth Management
California
$229K – – –
TFM
1923
TFC Financial Management
Massachusetts
$228K -$7.47K -40 -3%
LGG
1924
Luts & Greenleigh Group
Maryland
$227K -$934 -5 -0.4%
W
1925
WealthCollab
Washington
$226K +$34.6K +185 +18%
75 76
77
78 79