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Name Holding Trade Value Shares
Change
Change in
Stake
EIP
2176
Essential Investment Partners
Colorado
$229K – – –
BWM
2177
Biltmore Wealth Management
Arizona
$228K +$25 +1 +0%
GKWIM
2178
Gerber Kawasaki Wealth & Investment Management
California
$228K -$918 -37 -0.3%
KCM
2179
Kendall Capital Management
Maryland
$228K +$81.4K +3,280 +43%
BW
2180
Bravera Wealth
North Dakota
$227K -$248 -10 -0.1%
RPCONE
2181
Retirement Planning Company of New England
Rhode Island
$227K -$23.4K -943 -8%
PF
2182
PlanVest Financial
Maryland
$226K +$844 +34 +0.3%
RBWA
2183
RFG - Bristol Wealth Advisors
Massachusetts
$226K -$1.94K -78 -0.7%
PWA
2184
Physician Wealth Advisors
Utah
$226K +$9.63K +388 +4%
MWA
2185
Mills Wealth Advisors
Texas
$225K – – –
SCI
2186
Stableford Capital II
Arizona
$225K -$24.9K -1,005 -8%
BWA
2187
Basecamp Wealth Advisors
Washington
$225K -$2.21K -89 -0.8%
BEW
2188
Burton Enright Welch
California
$225K -$20.5K -825 -7%
GFM
2189
GF Fund Management
China
$223K – – –
AIA
2190
AIMZ Investment Advisors
California
$223K -$4.96K -200 -2%
BPFA
2191
Barnes Pettey Financial Advisors
Mississippi
$222K +$68.8K +2,771 +35%
TP
2192
TritonPoint Partners
Maryland
$222K +$266K +10,718 New
CB
2193
CNB Bank
Pennsylvania
$221K -$39.6K -1,595 -13%
FWA
2194
Flagship Wealth Advisors
Massachusetts
$221K -$10.4K -421 -4%
SWA
2195
Strategies Wealth Advisors
Michigan
$221K +$264K +10,656 New
CFP
2196
Curran Financial Partners
South Carolina
$220K +$19.5K +787 +8%
LAS
2197
Lloyd Advisory Services
Georgia
$220K +$167K +6,721 +171%
TIAA Trust, National Association
2198
TIAA Trust, National Association
North Carolina
$220K -$121K -4,875 -31%
NWA
2199
New World Advisors
Massachusetts
$219K -$26.5K -1,067 -9%
FGC
2200
Financial Gravity Companies
Texas
$219K +$262K +10,556 New