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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1326
Coastal Bridge Advisors
Connecticut
$521K +$2.15K +136 +0.4%
JWA
1327
JFS Wealth Advisors
Pennsylvania
$521K -$108K -6,838 -18%
CFA
1328
Capstone Financial Advisors
Illinois
$520K +$30.1K +1,908 +7%
BCM
1329
Birmingham Capital Management
Alabama
$520K -$85.7K -5,430 -15%
FB
1330
First Bancorp
Maine
$520K +$16.4K +1,041 +3%
KP
1331
Keel Point
Alabama
$519K +$31.3K +1,981 +7%
Jones Financial Companies
1332
Jones Financial Companies
Missouri
$519K +$77.1K +4,882 +19%
LWM
1333
Lakeridge Wealth Management
Ohio
$518K +$488K +30,896 New
EF
1334
Exeter Financial
Arizona
$517K -$178K -11,277 -27%
BCG
1335
Breakwater Capital Group
New Jersey
$517K +$46.2K +2,927 +11%
BTI
1336
Blue Trust Inc
Georgia
$516K +$84.6K +5,358 +18%
SSWM
1337
Strait & Sound Wealth Management
California
$515K -$73.7K -4,665 -13%
PA
1338
PFG Advisors
Arizona
$514K -$78.8K -4,988 -14%
SGI
1339
Summit Global Investments
Utah
$514K -$168K -10,615 -26%
WP
1340
Westmount Partners
California
$513K +$174 +11 +0%
CAC
1341
Certified Advisory Corp
Florida
$513K -$27.7K -1,753 -5%
CPA
1342
Court Place Advisors
Maryland
$512K -$94.9K -6,012 -16%
WE
1343
Wealth Effects
Massachusetts
$511K +$273K +17,271 +131%
NCM
1344
Novare Capital Management
North Carolina
$511K +$7.42K +470 +2%
BWA
1345
Beam Wealth Advisors
Louisiana
$510K -$4.14K -262 -0.9%
TIA
1346
Trust Investment Advisors
Indiana
$509K -$21.7K -1,372 -4%
CCP
1347
Cassia Capital Partners
North Carolina
$509K -$8.27K -524 -2%
OBWG
1348
Onyx Bridge Wealth Group
New York
$508K -$19.5K -1,238 -4%
PP
1349
PFS Partners
New Jersey
$505K +$98K +6,208 +26%
CCM
1350
Chilton Capital Management
Texas
$504K -$62.9K -3,987 -12%