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Name Holding Trade Value Shares
Change
Change in
Stake
TAFW
1276
Tred Avon Family Wealth
Maryland
$264K +$276K +1,301 New
ME
1277
McIlrath & Eck
Washington
$264K -$5.3K -25 -2%
KFAS
1278
Keating Financial Advisory Services
Kansas
$263K +$275K +1,295 New
FFN
1279
Focus Financial Network
Minnesota
$262K -$40.3K -190 -13%
VF
1280
Virtu Financial
New York
$262K +$274K +1,291 New
CWM
1281
Collaborative Wealth Management
Florida
$262K +$273K +1,290 New
CIC
1282
Crawford Investment Counsel
Georgia
$261K +$21.2K +100 +8%
AWF
1283
Alpha Wealth Funds
Utah
$259K +$276K +1,300 New
WFA
1284
Wellspring Financial Advisors
Ohio
$259K +$11K +52 +4%
AZ
1285
Alpha Zero
Florida
$258K +$28K +132 +12%
RPWA
1286
Regent Peak Wealth Advisors
Georgia
$257K +$636 +3 +0.2%
SPF
1287
South Plains Financial
Texas
$257K +$48.8K +230 +22%
PA
1288
PharVision Advisers
Florida
$257K +$268K +1,265 New
UOTTAIMCU
1289
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$257K -$1.92M -9,060 -88%
HFP
1290
Holistic Financial Partners
Indiana
$256K -$636 -3 -0.2%
CSA
1291
Cottage Street Advisors
Massachusetts
$255K +$1.06K +5 +0.4%
PPWM
1292
Paragon Private Wealth Management
Kentucky
$255K +$20.8K +98 +8%
KOC
1293
Koss-Olinger Consulting
Florida
$252K -$161K -761 -38%
TFM
1294
TFC Financial Management
Massachusetts
$252K – – –
HIM
1295
Hanlon Investment Management
New Jersey
$251K +$64.9K +306 +33%
NAS
1296
Nicolet Advisory Services
Wisconsin
$251K -$51.3K -242 -16%
KWA
1297
Kingswood Wealth Advisors
California
$249K +$76.1K +359 +41%
EWS
1298
Eagle Wealth Strategies
New Jersey
$249K -$6.57K -31 -2%
WWM
1299
Western Wealth Management
Colorado
$248K +$43.7K +206 +20%
CIM
1300
Cambria Investment Management
California
$248K +$259K +1,222 New