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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2251
Teamwork Financial Advisors
Texas
$359K +$358K +9,761 New
MMM
2252
Mendel Money Management
Illinois
$358K +$7.81K +213 +2%
SPP
2253
Single Point Partners
Massachusetts
$357K -$178K -4,862 -33%
GIA
2254
Granite Investment Advisors
New Hampshire
$357K -$38K -1,035 -10%
LB
2255
Legacy Bridge
Iowa
$357K +$133K +3,614 +59%
PWA
2256
Physician Wealth Advisors
Utah
$355K -$8.33K -227 -2%
IMA
2257
Investment Management Associates
Colorado
$355K +$353K +9,636 New
EIA
2258
Eldridge Investment Advisors
New Hampshire
$351K -$18.7K -511 -5%
AWMF
2259
Arbor Wealth Management (Florida)
Florida
$349K -$149K -4,056 -30%
AWA
2260
Acorn Wealth Advisors
Michigan
$349K -$18.6K -506 -5%
BCP
2261
Blue Chip Partners
Michigan
$349K -$2.68K -73 -0.8%
SF
2262
Symphony Financial
Texas
$348K -$15.6K -426 -4%
FFWM
2263
Future Financial Wealth Management
Ohio
$347K +$346K +9,428 New
QCM
2264
Quantinno Capital Management
New York
$346K -$18.6K -508 -5%
GGI
2265
Godsey & Gibb Inc
Virginia
$346K +$345K +9,403 New
PAG
2266
Pinnacle Advisory Group
Maryland
$345K +$85.6K +2,334 +33%
HFA
2267
High Falls Advisors
New York
$345K +$344K +9,371 New
FPWM
2268
FSB Premier Wealth Management
Iowa
$345K +$344K +9,379 New
BCM
2269
Breiter Capital Management
Florida
$344K -$24K -653 -7%
BMM
2270
Buffington Mohr McNeal
Idaho
$343K -$15K -410 -4%
LF
2271
LifeSteps Financial
California
$343K -$6.09K -166 -2%
MW
2272
MBL Wealth
North Carolina
$343K +$341K +9,305 New
APA
2273
Allegiant Private Advisors
Florida
$343K +$342K +9,320 New
KWM
2274
Keebeck Wealth Management
Illinois
$342K +$96.2K +2,624 +39%
SAG
2275
Spotlight Asset Group
Illinois
$341K -$62.1K -1,693 -15%