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Name Holding Trade Value Shares
Change
Change in
Stake
FS
2726
Financial Symmetry
North Carolina
$728K -$8.65K -21 -1%
CFP
2727
Curran Financial Partners
South Carolina
$728K +$31.7K +77 +4%
SWA
2728
Strata Wealth Advisors
Texas
$727K -$7.42K -18 -0.9%
RTC
2729
Real Talk Capital
Tennessee
$726K +$79.9K +194 +11%
MBI
2730
May Barnhard Investments
Maryland
$725K
O3W
2731
Omni 360 Wealth
New Jersey
$725K +$1.24K +3 +0.2%
VC
2732
Veracity Capital
Georgia
$723K -$184K -447 -19%
GFA
2733
Godfrey Financial Associates
New York
$722K -$2.47K -6 -0.3%
OC
2734
Oakworth Capital
Alabama
$722K +$47K +114 +6%
EWM
2735
Evermay Wealth Management
Virginia
$722K +$74.2K +180 +10%
WOSD
2736
WFA of San Diego
California
$719K +$1.24K +3 +0.2%
PMSA
2737
Patrick M. Sweeney & Associates
Illinois
$719K +$49.8K +121 +7%
VPWA
2738
Vestia Personal Wealth Advisors
Indiana
$718K -$412 -1 -0.1%
FAOAI
2739
Fund Advisors of America Inc
Florida
$717K -$7.83K -19 -1%
EMC
2740
Everest Management Corp
California
$716K +$120K +292 +18%
SWM
2741
Sandro Wealth Management
New Jersey
$716K +$51.5K +125 +7%
JWA
2742
JFS Wealth Advisors
Pennsylvania
$715K -$12.8K -31 -2%
GWM
2743
Greenwich Wealth Management
Connecticut
$715K -$20.7M -50,128 -96%
ACA
2744
Alpha Capital Advisors
Maine
$715K
BBWP
2745
Beacon Bridge Wealth Partners
Pennsylvania
$712K +$105K +255 +15%
MWM
2746
Massachusetts Wealth Management
Massachusetts
$711K
CPWL
2747
Coquina Private Wealth LLC
Florida
$711K +$63.4K +154 +9%
BCA
2748
Bayshore Capital Advisors
Florida
$710K
TBWA
2749
Three Bridge Wealth Advisors
California
$710K +$211K +513 +37%
WAG
2750
Wallace Advisory Group
California
$710K +$329K +799 +72%