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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1726
Tarbox Family Office
California
$59K -$1.5K -9 -3%
HWM
1727
HighMark Wealth Management
Minnesota
$59K +$167 +1 +0.3%
CWP
1728
Concord Wealth Partners
Virginia
$59K +$55.7K +334 New
CCC
1729
Crescent Capital Consulting
Louisiana
$59K +$56.4K +338 New
Arax Advisory Partners
1730
Arax Advisory Partners
Colorado
$58K -$4.17K -25 -7%
RWB
1731
RMR Wealth Builders
New Jersey
$58K +$54.7K +328 New
DOA
1732
D'Orazio & Associates
Virginia
$58K +$55K +330 New
PWMG
1733
Prestige Wealth Management Group
New Jersey
$57K -$9.01K -54 -14%
KFAA
1734
Klaas Financial Asset Advisors
Illinois
$57K +$53.7K +322 New
SL
1735
Savior LLC
Massachusetts
$56K – – –
WAS
1736
Winch Advisory Services
Wisconsin
$56K +$6.67K +40 +14%
FPB
1737
First PREMIER Bank
South Dakota
$55K – – –
EWM
1738
Edge Wealth Management
New York
$55K +$40K +240 +320%
SLF
1739
Sun Life Financial
Ontario, Canada
$53K – – –
FNBOSM
1740
First National Bank of South Miami
Florida
$53K +$39.7K +238 +397%
Centiva Capital
1741
Centiva Capital
New York
$52K +$48.9K +293 New
ADIM
1742
Alpha DNA Investment Management
Maryland
$52K +$49.9K +299 New
PS
1743
Planned Solutions
California
$51K – – –
CCA
1744
Column Capital Advisors
Indiana
$50K -$21.8K -131 -32%
JWA
1745
JFS Wealth Advisors
Pennsylvania
$50K – – –
CWA
1746
Clearview Wealth Advisors
Oregon
$50K +$47.5K +285 New
CDIA
1747
Capital Directions Investment Advisors
Georgia
$49K – – –
HCP
1748
Hexagon Capital Partners
Arkansas
$47K +$6.84K +41 +18%
LF
1749
Lee Financial
Texas
$46K -$167 -1 -0.4%
FWM
1750
FSA Wealth Management
Massachusetts
$46K +$43.4K +260 New