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Name Holding Trade Value Shares
Change
Change in
Stake
PD
2226
Planning Directions
Pennsylvania
$501K +$40.1K +1,029 +8%
TA
2227
TrueWealth Advisors
Alabama
$501K -$6.46K -166 -1%
SWP
2228
Strategic Wealth Partners
Ohio
$500K -$1.58M -40,541 -75%
TFM
2229
TFC Financial Management
Massachusetts
$500K +$12.3K +317 +2%
B
2230
Bridgeworth
Alabama
$497K -$55.7K -1,431 -10%
SWP
2231
Semus Wealth Partners
Florida
$497K +$25.2K +648 +5%
PWM
2232
Paulson Wealth Management
Illinois
$497K +$105K +2,685 +25%
JFA
2233
JNBA Financial Advisors
Minnesota
$496K +$17.2K +443 +3%
SAM
2234
SignalPoint Asset Management
Missouri
$495K -$234 -6 -0%
AFC
2235
AFT Forsyth & Company
Florida
$495K -$40.9K -1,050 -7%
GC
2236
Guidance Capital
Kentucky
$495K +$534K +13,722 New
SF
2237
Summit Financial
New Jersey
$494K +$117K +2,999 +29%
PAG
2238
Powers Advisory Group
Illinois
$493K +$25.6K +657 +5%
AAS
2239
Annex Advisory Services
Wisconsin
$493K -$19.3K -495 -4%
MLA
2240
My Legacy Advisors
Oregon
$492K -$1.44K -37 -0.3%
LOIP
2241
Live Oak Investment Partners
Texas
$492K
RFN
2242
Redwood Financial Network
Ohio
$491K +$23.1K +593 +5%
RVPG
2243
Relative Value Partners Group
$489K +$156 +4 +0%
CWA
2244
Centennial Wealth Advisory
Michigan
$488K +$518K +13,300 New
CWM
2245
Centurion Wealth Management
Virginia
$486K +$21.7K +557 +4%
AGA
2246
Accuvest Global Advisors
Utah
$486K +$137K +3,520 +36%
GWM
2247
GDS Wealth Management
Texas
$486K -$29K -745 -5%
AFG
2248
Atomi Financial Group
New York
$486K +$19K +488 +4%
CA
2249
Crewe Advisors
Utah
$484K -$45.6K -1,172 -8%
PIA
2250
Perennial Investment Advisors
California
$482K -$2.76K -71 -0.5%