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Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
2151
Second Half Financial Partners
Florida
$327K +$18.7K +700 +7%
FMC
2152
First Merchants Corp
Indiana
$327K -$33.3K -1,247 -10%
PFS
2153
Prospect Financial Services
New York
$327K -$26.7K -1,000 -8%
LWMT
2154
Legacy Wealth Management (Tennessee)
Tennessee
$327K -$197K -7,357 -40%
GPA
2155
Garrison Point Advisors
California
$326K +$107 +4 +0%
NW
2156
Naviter Wealth
Arkansas
$326K -$23.4K -877 -7%
WW
2157
Wright Wealth
Georgia
$326K -$713K -26,696 -70%
MWM
2158
Mindset Wealth Management
Indiana
$325K -$6.84K -256 -2%
CF
2159
Claris Financial
Virginia
$325K +$855 +32 +0.3%
AWM
2160
Affinity Wealth Management
Delaware
$324K -$1.84K -69 -0.6%
NCTC
2161
New Covenant Trust Company
Indiana
$324K +$17.3K +649 +6%
WCFA
2162
Walkner Condon Financial Advisors
Wisconsin
$324K -$13.8K -517 -4%
GK
2163
Graney & King
New York
$323K +$80 +3 +0%
RWB
2164
RMR Wealth Builders
New Jersey
$323K -$116K -4,327 -28%
SM
2165
Sweeney & Michel
California
$323K
BF
2166
Blankinship & Foster
California
$323K -$134 -5 -0%
GAM
2167
Gemmer Asset Management
California
$323K +$4.01K +150 +1%
FAM
2168
Flaharty Asset Management
Florida
$322K +$10.7K +400 +4%
LWM
2169
Liberty Wealth Management
California
$322K +$1.95K +73 +0.7%
MF
2170
Manchester Financial
California
$322K -$17.7K -662 -6%
WAM
2171
WealthTrust Asset Management
Florida
$321K +$296K +11,080 New
FWA
2172
Flagship Wealth Advisors
Massachusetts
$321K
SWM
2173
Sandro Wealth Management
New Jersey
$321K -$37K -1,384 -11%
USWIA
2174
UP Strategic Wealth Investment Advisors
Pennsylvania
$321K -$1.5K -56 -0.4%
JMA
2175
J.M. Arbour
Maine
$320K +$2K +75 +0.7%