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Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
2051
Financial Synergies Wealth Advisors
Texas
$453K +$13.4K +48 +3%
FF
2052
Friedenthal Financial
New Jersey
$451K -$27.9K -100 -6%
SC
2053
Shay Capital
New York
$451K +$475K +1,700 New
AIC
2054
Archer Investment Corporation
Indiana
$451K +$3.63K +13 +0.8%
AP
2055
Atwood & Palmer
Missouri
$450K -$23.5K -84 -5%
HC
2056
Hamilton Capital
Ohio
$450K +$12K +43 +3%
GSIS
2057
Global Strategic Investment Solutions
Arizona
$448K -$31.6K -113 -6%
EPWM
2058
Essex Private Wealth Management
Massachusetts
$448K
SB
2059
Simmons Bank
Arkansas
$448K +$6.7K +24 +1%
TFA
2060
Triad Financial Advisors
North Carolina
$447K +$9.49K +34 +2%
PFA
2061
Professional Financial Advisors
Nebraska
$446K +$1.96K +7 +0.4%
SSW
2062
Smith Shellnut Wilson
Mississippi
$442K
OAM
2063
Oak Asset Management
California
$442K +$466K +1,667 New
NC
2064
NinePointTwo Capital
California
$441K
DP
2065
Denver PWM
Colorado
$440K +$279 +1 +0.1%
PHIMC
2066
Private Harbour Investment Management & Counsel
Ohio
$438K +$16.8K +60 +4%
MC
2067
Merlin Capital
Rhode Island
$437K -$559 -2 -0.1%
OFW
2068
Omnia Family Wealth
Florida
$437K +$57.8K +207 +14%
LIA
2069
LBMC Investment Advisors
Tennessee
$437K +$64.8K +232 +16%
FFA
2070
Fragasso Financial Advisors
Pennsylvania
$436K -$36.9K -132 -7%
BWA
2071
Beam Wealth Advisors
Louisiana
$436K -$838 -3 -0.2%
GBWM
2072
Granite Bay Wealth Management
New Hampshire
$436K +$20.7K +74 +5%
Cohen & Steers
2073
Cohen & Steers
New York
$435K
AO
2074
Advisor OS
Illinois
$435K +$31.6K +113 +7%
MWPCG
2075
Measured Wealth Private Client Group
New Hampshire
$434K