Name Holding Trade Value Shares
Change
Change in
Stake
SWP
2201
ShoreHaven Wealth Partners
New Jersey
$161K +$6.99K +520 +5%
BCM
2202
Birch Capital Management
Texas
$160K – – –
TWP
2203
TFO Wealth Partners
Ohio
$160K +$133K +9,880 +466%
FHC
2204
First Horizon Corporation
Tennessee
$159K -$538 -40 -0.3%
JGIA
2205
Jackson Grant Investment Advisers
Connecticut
$158K +$28.5K +2,120 +22%
PP
2206
Pacifica Partners
Canada
$156K +$61.8K +4,600 +70%
HWA
2207
HHM Wealth Advisors
Tennessee
$155K – – –
CB
2208
Community Bank
New York
$152K – – –
EARNEST Partners
2209
EARNEST Partners
Georgia
$149K – – –
HFA
2210
Hoover Financial Advisors
Pennsylvania
$148K +$538 +40 +0.4%
WPA
2211
West Paces Advisors
Georgia
$147K +$10.2K +760 +7%
FFA
2212
Freedman Financial Associates
Massachusetts
$147K -$40.3K -3,000 -21%
WWMSC
2213
Wagner Wealth Management (South Carolina)
South Carolina
$146K +$147K +10,960 New
ACA
2214
Atlas Capital Advisors
Wyoming
$145K -$5.91K -440 -4%
DWP
2215
Destiny Wealth Partners
Florida
$133K -$48.4K -3,600 -26%
CIR
2216
Clear Investment Research
Georgia
$129K – – –
CWAF
2217
Core Wealth Advisors (Florida)
Florida
$128K – – –
CCA
2218
Column Capital Advisors
Indiana
$125K – – –
AP
2219
Atwood & Palmer
Missouri
$123K – – –
JWM
2220
Janiczek Wealth Management
Colorado
$121K -$71K -5,280 -37%
GAM
2221
GVO Asset Management
Switzerland
$121K +$122K +9,080 New
BWM
2222
BerganKDV Wealth Management
Minnesota
$118K -$88.2K -6,560 -43%
ME
2223
McIlrath & Eck
Washington
$117K -$37.6K -2,800 -24%
BAM
2224
Bellevue Asset Management
Washington
$116K +$13.4K +1,000 +13%
TCM
2225
TD Capital Management
Tennessee
$114K +$4.3K +320 +4%