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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1951
Cypress Wealth Services
California
$227K -$6.61K -380 -3%
MMHP
1952
Murphy Middleton Hinkle & Parker
Georgia
$227K -$6.16K -354 -3%
MWM
1953
Merriman Wealth Management
Washington
$227K -$6.94K -399 -3%
PWA
1954
Physician Wealth Advisors
Utah
$227K -$1.2K -69 -0.6%
SFG
1955
SevenBridge Financial Group
Pennsylvania
$226K -$28.3K -1,628 -12%
FA
1956
Fiduciary Alliance
South Carolina
$225K +$208K +11,946 New
WEG
1957
World Equity Group
Illinois
$224K -$4.61K -265 -2%
TCMP
1958
Thrive Capital Management (Pennsylvania)
Pennsylvania
$224K +$204K +11,735 New
SFG
1959
Sather Financial Group
Texas
$224K +$35 +2 +0%
EP
1960
Essential Planning
New Hampshire
$224K +$7.98K +459 +4%
SHFP
1961
Second Half Financial Partners
Florida
$224K +$1.98K +114 +1%
ME
1962
McIlrath & Eck
Washington
$224K -$9.51K -547 -4%
TWP
1963
Triad Wealth Partners
Kansas
$223K +$203K +11,694 New
BC
1964
Barrett & Company
Rhode Island
$223K +$1.97K +113 +1%
AFWM
1965
Abich Financial Wealth Management
Virginia
$223K +$43.8K +2,517 +27%
GD
1966
Grandfield & Dodd
New York
$223K -$1.01K -58 -0.5%
CB
1967
Centennial Bank
Arkansas
$222K -$4.78K -275 -2%
WCFA
1968
Walkner Condon Financial Advisors
Wisconsin
$221K +$201K +11,572 New
WTB
1969
Washington Trust Bank
Washington
$221K -$33.6K -1,935 -14%
KA
1970
Klingman & Associates
New York
$221K -$145K -8,332 -42%
WAOI
1971
Wealth Advisors of Iowa
Iowa
$221K +$123K +7,074 New
EGA
1972
E&G Advisors
Texas
$220K -$32.6K -1,874 -14%
CCA
1973
Carrera Capital Advisors
Michigan
$220K +$200K +11,514 New
MWM
1974
MBE Wealth Management
Wisconsin
$220K +$18.8K +1,083 +10%
SRL
1975
Scientech Research LLC
New Jersey
$219K +$200K +11,481 New