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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1026
Ballew Advisors
Mississippi
$305K +$432 +5 +0.1%
JCM
1027
Jacobi Capital Management
Pennsylvania
$305K +$1.64K +19 +0.5%
JFGLC
1028
Johnson Financial Group LLC (Colorado)
Colorado
$304K +$39.3K +455 +13%
AWC
1029
Abundance Wealth Counselors
Pennsylvania
$304K +$129K +1,500 +62%
VA
1030
VestGen Advisors
Illinois
$304K -$24.4K -283 -7%
WSC
1031
Wellington Shields & Co
New York
$303K -$44.4K -514 -12%
MFA
1032
Mayflower Financial Advisors
Massachusetts
$303K +$77.1K +893 +30%
TWP
1033
Triad Wealth Partners
Kansas
$303K -$14.9K -173 -5%
CIA
1034
Cape Investment Advisory
Georgia
$302K -$259 -3 -0.1%
KMWM
1035
Keudell/Morrison Wealth Management
Oregon
$301K -$8.37K -97 -2%
IWN
1036
Independent Wealth Network
Iowa
$301K +$97K +1,124 +41%
GP
1037
Greenline Partners
New York
$300K
DE
1038
Diversified Enterprises
Delaware
$300K -$26.5K -307 -7%
SC
1039
Sepio Capital
Utah
$299K -$40.8K -473 -11%
CMMS
1040
Comprehensive Money Management Services
Florida
$299K +$34.5K +400 +12%
BW
1041
BIP Wealth
Georgia
$298K +$81.2K +941 +32%
X
1042
Xponance
Pennsylvania
$298K +$331K +3,839 New
NGA
1043
Naples Global Advisors
Florida
$298K +$8.29K +96 +3%
SMA
1044
Seven Mile Advisory
New Jersey
$298K +$5.7K +66 +2%
DI
1045
Diligent Investors
California
$297K -$34.3K -397 -9%
PCA
1046
Purkiss Capital Advisors
Connecticut
$297K +$25.3K +293 +8%
AGC
1047
Aspen Grove Capital
Colorado
$297K -$5.01K -58 -1%
CAWM
1048
Capital Advisors Wealth Management
Washington
$296K +$329K +3,817 New
FWI
1049
Facet Wealth Inc
Maryland
$296K +$105K +1,219 +47%
CWG
1050
Cornerstone Wealth Group
North Carolina
$295K +$64.2K +744 +24%