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Name Holding Trade Value Shares
Change
Change in
Stake
DP
2651
Denver PWM
Colorado
$407K +$3K +9 +0.6%
AWP
2652
Atlas Wealth Partners
Pennsylvania
$407K -$35K -105 -6%
CBTWT
2653
Community Bank & Trust (Waco, Texas)
Texas
$406K +$15K +45 +3%
WI
2654
Westbourne Investments
Virginia
$406K -$66.7K -200 -11%
ONSWM
2655
Old North State Wealth Management
North Carolina
$405K +$39.3K +118 +8%
RBWA
2656
RFG - Bristol Wealth Advisors
Massachusetts
$403K -$52K -156 -9%
JWM
2657
Jacksonville Wealth Management
Florida
$403K -$67.3K -202 -11%
DSN
2658
D. Scott Neal
Kentucky
$402K +$518K +1,553 New
BCP
2659
Blue Chip Partners
Michigan
$402K +$179K +538 +53%
FCAS
2660
First Command Advisory Services
Texas
$402K -$23K -69 -4%
CWM
2661
ClientFirst Wealth Management
Arkansas
$402K +$167K +500 +48%
RFG
2662
RFP Financial Group
Georgia
$401K +$50K +150 +11%
HIC
2663
Holderness Investments Company
North Carolina
$401K -$97K -291 -16%
JTWM
2664
Jackson Thornton Wealth Management
Alabama
$401K -$85K -255 -13%
AZ
2665
Alpha Zero
Florida
$400K +$38K +114 +8%
GJWM
2666
Gilliland Jeter Wealth Management
Arkansas
$400K +$515K +1,544 New
T
2667
TOBAM
France
$400K -$172K -516 -25%
CG
2668
Cynosure Group
Utah
$400K -$723K -2,168 -58%
MWA
2669
MN Wealth Advisors
Kansas
$399K +$113K +338 +28%
PEA
2670
Park Edge Advisors
Ohio
$399K +$298K +895 +139%
SSWM
2671
Sheets Smith Wealth Management
North Carolina
$399K -$5.33K -16 -1%
SWA
2672
Serenus Wealth Advisors
California
$398K +$74.3K +223 +17%
FAT
2673
First American Trust
California
$398K +$34.3K +103 +7%
MLFP
2674
MPS Loria Financial Planners
Illinois
$398K +$31K +93 +6%
HAFS
2675
Hapanowicz & Associates Financial Services
Pennsylvania
$397K +$103K +309 +25%