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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
2301
Avid Wealth Partners
Texas
$1.23M +$130K +327 +13%
WWM
2302
Wolff Wiese Magana
California
$1.23M -$33K -83 -3%
SWP
2303
Summit Wealth Partners
Florida
$1.23M +$11.9K +30 +1%
PHAM
2304
Palisades Hudson Asset Management
Florida
$1.23M -$8.75K -22 -0.7%
CFP
2305
Comprehensive Financial Planning
Pennsylvania
$1.23M -$107K -269 -8%
KF
2306
Kelsey Financial
California
$1.23M -$2.39K -6 -0.2%
JF
2307
JSF Financial
California
$1.22M +$90.3K +227 +8%
AIA
2308
Accelerate Investment Advisors
California
$1.22M +$63.2K +159 +6%
SWIG
2309
Strategic Wealth Investment Group
Kentucky
$1.22M +$34.2K +86 +3%
SB
2310
Sunflower Bank
Texas
$1.22M +$11.1K +28 +1%
AF
2311
Atala Financial
California
$1.22M -$10.3K -26 -0.9%
SL
2312
Salomon & Ludwin
Virginia
$1.21M +$31.4K +79 +3%
AB
2313
Atlas Brown
Kentucky
$1.21M -$9.94K -25 -0.9%
GAMC
2314
Garner Asset Management Corp
Texas
$1.21M +$25.5K +64 +2%
AIA
2315
AIMZ Investment Advisors
California
$1.21M
AIM
2316
Adapt Investment Managers
Switzerland
$1.2M -$13.4M -33,792 -92%
SBWIC
2317
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.2M +$72K +181 +7%
Legacy Financial Group (Iowa)
2318
Legacy Financial Group (Iowa)
Iowa
$1.2M
CWM
2319
Chesapeake Wealth Management
Virginia
$1.2M +$25.9K +65 +2%
NWWA
2320
New Wave Wealth Advisors
Arkansas
$1.2M -$274K -688 -19%
CM
2321
Corvex Management
New York
$1.2M
WIC
2322
Woodmont Investment Counsel
Tennessee
$1.2M +$291K +732 +35%
RA
2323
Rise Advisors
New York
$1.2M +$12.3K +31 +1%
FAB
2324
First American Bank
Illinois
$1.2M
SSW
2325
Stone Summit Wealth
Florida
$1.2M +$5.97K +15 +0.5%