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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2376
WMG Financial Advisors
Tennessee
$403K +$144K +607 +60%
SWM
2377
Salvus Wealth Management
New Jersey
$402K +$11.9K +50 +3%
SW
2378
Solidarity Wealth
Utah
$401K +$18.5K +78 +5%
EA
2379
Eudaimonia Advisors
Tennessee
$400K +$70.1K +295 +22%
Cohen & Steers
2380
Cohen & Steers
New York
$400K – – –
PWP
2381
Phillips Wealth Planners
Mississippi
$400K -$5.94K -25 -1%
ONSWM
2382
Old North State Wealth Management
North Carolina
$399K -$21.2K -89 -5%
WCAMG
2383
Woodard & Company Asset Management Group
North Carolina
$399K -$59.4K -250 -13%
RCM
2384
Raleigh Capital Management
North Carolina
$399K +$131K +551 +52%
SA
2385
Scarborough Advisors
Maryland
$399K +$33.7K +142 +10%
LWM
2386
Lodestone Wealth Management
Washington
$398K +$3.09K +13 +0.8%
KDA
2387
Kraft Davis & Associates
Missouri
$398K +$18.5K +78 +4%
PWM
2388
Provident Wealth Management
Tennessee
$398K – – –
HFAS
2389
Hummer Financial Advisory Services
Illinois
$398K – – –
Klingenstein Fields & Co
2390
Klingenstein Fields & Co
New York
$398K +$238 +1 +0.1%
GWAG
2391
Garrett Wealth Advisory Group
Texas
$398K – – –
KFA
2392
Kapstone Financial Advisors
Ohio
$397K +$12.4K +52 +2%
IDBONY
2393
Israel Discount Bank of New York
New York
$397K – – –
AWA
2394
Alaska Wealth Advisors
Alaska
$396K – – –
EFG
2395
Embree Financial Group
Illinois
$396K +$379K +1,593 New
AF
2396
Apollon Financial
South Carolina
$395K +$378K +1,590 New
NC
2397
NinePointTwo Capital
California
$395K – – –
RIA
2398
RPG Investment Advisory
California
$395K +$238 +1 +0.1%
CP
2399
Castleview Partners
Texas
$394K -$183K -768 -33%
WTFG
2400
Wells Trecaso Financial Group
Ohio
$393K -$9.27K -39 -2%