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Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
1076
Gilliland Jeter Wealth Management
Arkansas
$290K -$327 -3 -0.1%
UWP
1077
Uniting Wealth Partners
Kansas
$290K
DIM
1078
DLK Investment Management
California
$289K
YWS
1079
Yarger Wealth Strategies
Ohio
$289K +$9.15K +84 +3%
HFP
1080
Holistic Financial Partners
Indiana
$288K +$3.92K +36 +1%
WIA
1081
Wealthedge Investment Advisors
New York
$288K +$329K +3,016 New
MIM
1082
Montgomery Investment Management
Maryland
$286K -$196K -1,800 -38%
AWM
1083
Accurate Wealth Management
Florida
$285K +$14.3K +131 +4%
CAG
1084
Csenge Advisory Group
Florida
$285K -$449K -4,123 -55%
SC
1085
Summa Corp
Texas
$284K
PFA
1086
Pure Financial Advisors
California
$282K +$55.9K +513 +21%
MYIA
1087
Mount Yale Investment Advisors
Colorado
$281K +$26K +239 +9%
FB
1088
Fulton Bank
Pennsylvania
$281K +$27.9K +256 +10%
MHC
1089
May Hill Capital
Massachusetts
$281K -$12.8K -117 -4%
MWM
1090
Mindset Wealth Management
Indiana
$280K -$7.63K -70 -2%
AAP
1091
Arax Advisory Partners
Colorado
$279K -$51.1K -469 -14%
ECM
1092
EMC Capital Management
Texas
$279K
IAP
1093
Indie Asset Partners
Indiana
$275K -$119K -1,090 -27%
GI
1094
GAMCO Investors
Connecticut
$275K
OFS
1095
OneAscent Financial Services
Alabama
$274K -$29.3K -269 -9%
JWBC
1096
J.W. Burns & Co
New York
$272K
BPAMU
1097
BTG Pactual Asset Management US
New York
$271K
PFWA
1098
Paces Ferry Wealth Advisors
Georgia
$269K -$12.1K -111 -4%
EWA
1099
EverSource Wealth Advisors
Alabama
$268K +$69.6K +639 +29%
MCA
1100
Magnolia Capital Advisors
Mississippi
$267K -$545 -5 -0.2%