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Name Holding Trade Value Shares
Change
Change in
Stake
RFN
1801
RDA Financial Network
Iowa
$354K +$5.21K +210 +1%
FPWM
1802
FSB Premier Wealth Management
Iowa
$352K +$223 +9 +0.1%
IAG
1803
Investment Advisory Group
Massachusetts
$352K -$38.7K -1,558 -8%
IFS
1804
Ifrah Financial Services
Arkansas
$351K -$2.53K -102 -0.6%
BG
1805
Bahl & Gaynor
Ohio
$350K -$17.3K -699 -4%
FC
1806
Financial Consulate
Maryland
$350K -$13.2K -533 -3%
MA
1807
MBA Advisors
Pennsylvania
$350K +$17.9K +722 +4%
AFWM
1808
Arta Finance Wealth Management
California
$349K -$7.22K -291 -2%
IA
1809
IFC Advisors
California
$348K +$151K +6,102 +57%
RWP
1810
Revolve Wealth Partners
New Jersey
$348K -$36.6K -1,475 -8%
SWASL
1811
Spartan Wealth Advisory Services LLC
Michigan
$348K +$17K +686 +4%
NECFA
1812
New England Capital Financial Advisors
Connecticut
$347K +$50.2K +2,021 +14%
GIA
1813
GHP Investment Advisors
Colorado
$347K -$60.5K -2,436 -13%
XWL
1814
XXI Wealth LLC
Illinois
$346K -$28.8K -1,160 -6%
PPP
1815
Prism Planning Partners
Illinois
$346K +$68.9K +2,778 +20%
FOA
1816
Five Oceans Advisors
California
$345K -$7.17K -289 -2%
BHWM
1817
Beaird Harris Wealth Management
Texas
$345K +$30.5K +1,228 +8%
APW
1818
Allied Private Wealth
Florida
$344K +$404K +16,297 New
LC
1819
Lawood & Co
Pennsylvania
$344K -$8.74K -352 -2%
FA
1820
Freestate Advisors
Kansas
$344K +$149 +6 +0%
TPWM
1821
Twelve Points Wealth Management
Massachusetts
$344K +$69.3K +2,792 +20%
CPG
1822
Cornerstone Planning Group
New Jersey
$343K -$14.2K -574 -4%
TFA
1823
Transamerica Financial Advisors
Florida
$343K -$36.3K -1,464 -8%
BWM
1824
Buska Wealth Management
Wisconsin
$343K +$5.16K +208 +1%
HP
1825
Hilltop Partners
Indiana
$343K +$50 +2 +0%