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Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2901
N.E.W. Advisory Services
Wisconsin
$246K -$46.3K -908 -16%
SHIM
2902
Stone House Investment Management
Pennsylvania
$246K +$51 +1 +0%
GCMG
2903
Gyroscope Capital Management Group
Florida
$246K +$240K +4,700 New
FC
2904
Financial Council
Maryland
$245K
HNWA
2905
Henrickson Nauta Wealth Advisors
Michigan
$245K
CB
2906
Cooke & Bieler
Pennsylvania
$244K -$20.4K -400 -8%
FPTW
2907
Franklin, Parlapiano, Turner & Welch
Texas
$244K
MAM
2908
Marotta Asset Management
Virginia
$243K
CFC
2909
Client First Capital
California
$243K
DLCIG
2910
D.L. Carlson Investment Group
New Hampshire
$243K +$1.48K +29 +0.6%
SFS
2911
Summit Financial Strategies
Ohio
$243K +$32.3K +634 +16%
CFN
2912
Cordasco Financial Network
Florida
$242K -$4.08K -80 -2%
CFG
2913
Compton Financial Group
Maryland
$242K +$102 +2 +0%
SFP
2914
Sandbox Financial Partners
Maryland
$241K -$26K -511 -10%
GWAM
2915
Guardian Wealth Advisors (Minnesota)
Minnesota
$240K +$102 +2 +0%
AWM
2916
Absher Wealth Management
North Carolina
$239K -$202K -3,958 -47%
SC
2917
Sierra Capital
Florida
$238K +$306 +6 +0.1%
PP
2918
PFS Partners
New Jersey
$237K -$9.99K -196 -4%
SPWM
2919
Spartan Planning & Wealth Management
North Carolina
$236K +$112K +2,206 +96%
KOC
2920
Koss-Olinger Consulting
Florida
$235K -$87.2K -1,712 -28%
SW
2921
Solidarity Wealth
Utah
$235K +$9.99K +196 +4%
EI
2922
Ellevest Inc
New York
$234K +$41.8K +820 +22%
VBFG
2923
Vishria Bird Financial Group
Tennessee
$234K +$227K +4,458 New
CWM
2924
Curi Wealth Management
North Carolina
$233K +$126K +2,482 +126%
TFA
2925
Toth Financial Advisory
Virginia
$232K -$1.58K -31 -0.7%