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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1401
Regent Peak Wealth Advisors
Georgia
$231K -$9.39K -74 -3%
LIG
1402
Lokken Investment Group
Delaware
$231K +$265K +2,087 New
IW
1403
Imprint Wealth
South Carolina
$230K -$141K -1,111 -35%
ACP
1404
Aviance Capital Partners
Florida
$230K
FWCM
1405
Ferguson Wellman Capital Management
Oregon
$229K -$53.8K -424 -17%
FNWM
1406
Financial Network Wealth Management
Utah
$229K +$12.7K +100 +5%
SFWC
1407
Strategic Family Wealth Counselors
New Jersey
$228K
XSC
1408
X-Square Capital
Puerto Rico
$228K
HL
1409
HeadInvest LLC
Maine
$228K
WA
1410
Wealth Architects
California
$228K +$1.9K +15 +0.7%
KA
1411
Kozak & Associates
Colorado
$227K -$2.16K -17 -0.8%
CT
1412
Caldwell Trust
Florida
$227K -$32.5K -256 -11%
AC
1413
Avory & Company
Florida
$226K -$70.7K -557 -21%
AL
1414
Aspiriant LLC
California
$226K +$50.8K +400 +24%
CCB
1415
Cutter & Co Brokerage
Missouri
$226K -$9.27K -73 -3%
FMP
1416
Financial Management Professionals
Texas
$226K -$48K -378 -16%
PPWM
1417
Paragon Private Wealth Management
Kentucky
$226K +$127 +1 +0%
BCA
1418
Bay Colony Advisors
Massachusetts
$224K +$6.98K +55 +3%
MFA
1419
Mayflower Financial Advisors
Massachusetts
$224K +$35.7K +281 +16%
SHGA
1420
Sand Hill Global Advisors
California
$224K
SFG
1421
Sovereign Financial Group
Connecticut
$223K +$1.9K +15 +0.7%
KCPG
1422
Kavar Capital Partners Group
Kansas
$223K
RCAG
1423
Rehmann Capital Advisory Group
Michigan
$223K +$256K +2,014 New
PTB
1424
Pioneer Trust Bank
Oregon
$222K
IF
1425
Intrua Financial
Texas
$222K -$85.1K -670 -25%