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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1551
Sheets Smith Wealth Management
North Carolina
$242K +$157 +1 +0.1%
LFA
1552
Legacy Financial Advisors
Kentucky
$242K +$38.5K +245 +18%
BST
1553
Bath Savings Trust
Maine
$241K -$1.89K -12 -0.7%
VC
1554
Veracity Capital
Georgia
$238K -$8.81K -56 -3%
BWG
1555
Berry Wealth Group
Texas
$237K +$47.8K +304 +23%
AFO
1556
Arrowroot Family Office
California
$237K +$4.09K +26 +2%
FCA
1557
FLC Capital Advisors
California
$237K
GWM
1558
Geneos Wealth Management
Colorado
$237K +$30.2K +192 +14%
SW
1559
SkyOak Wealth
Michigan
$235K +$3.3K +21 +1%
CG
1560
CFO4Life Group
Texas
$235K -$27.4K -174 -10%
SWA
1561
SOA Wealth Advisors
New York
$235K -$1.26K -8 -0.5%
TC
1562
TAGStone Capital
North Carolina
$235K
BAM
1563
BOS Asset Management
Illinois
$235K +$3.3K +21 +1%
SFP
1564
Sweet Financial Partners
Minnesota
$235K +$157 +1 +0.1%
AP
1565
Adero Partners
California
$235K +$44.4K +282 +22%
AIM
1566
Avity Investment Management
Connecticut
$234K -$15.7K -100 -6%
SQA
1567
Simon Quick Advisors
New Jersey
$234K +$39.6K +252 +19%
DCM
1568
DGS Capital Management
New Jersey
$234K +$14.5K +92 +6%
NWM
1569
Northwest Wealth Management
Iowa
$234K -$8.18K -52 -3%
RCWM
1570
Royal Capital Wealth Management
Indiana
$234K +$157 +1 +0.1%
PWP
1571
Perfromance Wealth Partners
Illinois
$233K
First Manhattan
1572
First Manhattan
New York
$233K
LWM
1573
Liberty Wealth Management
California
$233K -$78.5K -499 -24%
PPC
1574
Park Place Capital
Alabama
$232K -$33.7K -214 -12%
EB
1575
Eastern Bank
Massachusetts
$232K -$113K -720 -32%