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Name Holding Trade Value Shares
Change
Change in
Stake
EHAM
1126
Eagle Harbor Asset Management
Washington
$255K
AFS
1127
Annapolis Financial Services
Maryland
$254K -$24K -324 -9%
PWA
1128
Phoenix Wealth Advisors
North Carolina
$253K -$5.25K -71 -2%
FPAS
1129
Focus Partners Advisor Solutions
Missouri
$253K +$252K +3,405 New
BWA
1130
Burt Wealth Advisors
Maryland
$252K -$1.63K -22 -0.6%
RP
1131
Rice Partnership
Hawaii
$250K -$83.9K -1,135 -25%
PBC
1132
Pavion Blue Capital
California
$249K
RDWM
1133
Red Door Wealth Management
Tennessee
$249K +$2.29K +31 +0.9%
SIM
1134
Sentry Investment Management
Wisconsin
$249K
RFG
1135
Range Financial Group
Oregon
$248K +$49.4K +668 +25%
CCA
1136
Cobblestone Capital Advisors
New York
$248K
SAA
1137
Southeast Asset Advisors
Georgia
$245K
GGI
1138
Godsey & Gibb Inc
Virginia
$245K
WWP
1139
WR Wealth Planners
Missouri
$244K +$1.92K +26 +0.8%
RCM
1140
Raleigh Capital Management
North Carolina
$244K +$228K +3,079 +1,509%
PCM
1141
Penserra Capital Management
California
$243K +$241K +3,256 +11,629%
MSFP
1142
Mark Sheptoff Financial Planning
Connecticut
$242K
IAN
1143
Integrated Advisors Network
Texas
$242K -$3.8M -51,415 -94%
GFP
1144
Gryphon Financial Partners
Ohio
$241K -$148 -2 -0.1%
SFG
1145
Summit Financial Group
West Virginia
$241K -$73.9K -1,000 -24%
LWP
1146
Lumature Wealth Partners
Georgia
$241K -$370 -5 -0.2%
NHT
1147
New Hampshire Trust
New Hampshire
$240K
HT
1148
Heritage Trust
Oklahoma
$240K +$38.7K +523 +19%
SCM
1149
Shelton Capital Management
Colorado
$239K
SQA
1150
Simon Quick Advisors
New Jersey
$238K -$3.7K -50 -2%