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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
1301
Values First Advisors
Tennessee
$233K +$188K +1,840 +379%
BOS
1302
Bank of Stockton
California
$232K +$236K +2,312 New
TCA
1303
Transcend Capital Advisors
New Jersey
$231K -$1.84K -18 -0.8%
CAM
1304
Chesapeake Asset Management
New York
$231K +$614 +6 +0.3%
RCWM
1305
Royal Capital Wealth Management
Indiana
$231K
MA
1306
Montag & Associates
Georgia
$230K
EWA
1307
Emergent Wealth Advisors
New York
$230K
FCH
1308
Freestone Capital Holdings
Washington
$229K -$6.65K -65 -3%
GWSG
1309
GPS Wealth Strategies Group
Colorado
$228K -$6.75K -66 -3%
OR
1310
Olympiad Research
Connecticut
$228K +$232K +2,266 New
ADL
1311
Asset Dedication LLC
California
$227K -$10.4K -102 -4%
LAM
1312
L2 Asset Management
Massachusetts
$227K -$5.01K -49 -2%
HIC
1313
Hartline Investment Corp
Illinois
$227K
CF
1314
Centaurus Financial
California
$227K +$231K +2,260 New
RPCONE
1315
Retirement Planning Company of New England
Rhode Island
$226K +$230K +2,252 New
OWM
1316
OneAscent Wealth Management
Alabama
$226K +$231K +2,255 New
CG
1317
Clarus Group
Texas
$224K -$11.8K -115 -5%
HAS
1318
Holland Advisory Services
Florida
$224K +$2.05K +20 +0.9%
FAT
1319
First American Trust
California
$224K +$228K +2,228 New
WMWM
1320
Wilkins Miller Wealth Management
Alabama
$223K +$227K +2,220 New
RB
1321
Renasant Bank
Mississippi
$223K -$6.04K -59 -3%
SAI
1322
Systematic Alpha Investments
New Jersey
$223K
SF
1323
Slagle Financial
Illinois
$222K +$1.74K +17 +0.8%
SIG
1324
Stonegate Investment Group
Alabama
$221K +$225K +2,200 New
TWM
1325
TCFG Wealth Management
California
$220K +$224K +2,193 New