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Name Holding Trade Value Shares
Change
Change in
Stake
BFWA
2826
Benchmark Financial Wealth Advisors
Florida
$766K +$309K +696 +69%
PCM
2827
PAR Capital Management
Massachusetts
$765K +$754K +1,700 New
GAFA
2828
Garton & Associates Financial Advisors
Kentucky
$762K +$751K +1,695 New
TWM
2829
Trevian Wealth Management
Massachusetts
$761K +$203K +458 +37%
SACTSONJ
2830
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$760K
PWM
2831
Prentice Wealth Management
New York
$759K +$4.43K +10 +0.6%
CB
2832
Community Bank
New York
$758K
PCA
2833
Peddock Capital Advisors
Massachusetts
$757K
MAM
2834
McLean Asset Management
Virginia
$757K -$7.98K -18 -1%
GA
2835
Goldstein Advisors
Wisconsin
$756K +$73.1K +165 +11%
CFSG
2836
Clark Financial Services Group
Missouri
$755K +$225K +508 +44%
RCM
2837
Regency Capital Management
Hawaii
$755K +$29.3K +66 +4%
IPA
2838
Investment Planning Advisors
Georgia
$754K +$200K +452 +37%
YWS
2839
Yarger Wealth Strategies
Ohio
$753K -$156K -351 -17%
RC
2840
Roundview Capital
New Jersey
$750K +$33.7K +76 +5%
BCM
2841
Beck Capital Management
Texas
$749K +$105K +237 +17%
IAS
2842
Integrity Advisory Solutions
Texas
$748K +$10.2K +23 +1%
BBWP
2843
Beacon Bridge Wealth Partners
Pennsylvania
$747K +$24.8K +56 +3%
BF
2844
Benchmark Financial
Delaware
$747K +$736K +1,660 New
MIA
2845
MMBG Investment Advisors
Florida
$746K +$112K +253 +18%
IPWA
2846
International Private Wealth Advisors
California
$746K +$11.5K +26 +2%
SA
2847
Stewardship Advisors
Pennsylvania
$746K +$1.33K +3 +0.2%
CW
2848
Cedarwood Wealth
Colorado
$745K +$758K +1,711 New
WW
2849
Wright Wealth
Georgia
$743K +$732K +1,652 New
CWM
2850
ClientFirst Wealth Management
Arkansas
$742K