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Name Holding Trade Value Shares
Change
Change in
Stake
AFPL
2776
Advus Financial Partners, LLC
Florida
$222K -$33.5K -114 -14%
MWP
2777
Madison Wealth Partners
Wisconsin
$221K +$213K +727 New
WOSD
2778
WFA of San Diego
California
$221K
TBA
2779
Tower Bridge Advisors
Pennsylvania
$220K
ACGA
2780
Atlanta Consulting Group Advisors
Georgia
$220K +$212K +723 New
CAM
2781
Concorde Asset Management
Michigan
$220K +$212K +724 New
RPCONE
2782
Retirement Planning Company of New England
Rhode Island
$220K -$2.35K -8 -1%
GWM
2783
GDS Wealth Management
Texas
$219K +$212K +722 New
BW
2784
Balance Wealth
Ohio
$218K -$5.58K -19 -3%
WG
2785
Warner Group
Connecticut
$218K +$211K +718 New
OWCM
2786
One Wealth Capital Management
Arizona
$218K +$210K +717 New
TSW
2787
Three Seasons Wealth
Utah
$218K +$210K +715 New
TFA
2788
Trinity Financial Advisors
Ohio
$217K +$209K +713 New
MLIC
2789
Mandatum Life Insurance Company
Finland
$217K +$209K +713 New
DA
2790
Drake & Associates
Wisconsin
$216K +$6.46K +22 +3%
GFP
2791
Guardian Financial Partners
California
$215K +$208K +709 New
LAA
2792
Liberty Atlantic Advisors
Texas
$215K +$207K +707 New
BBPWM
2793
Blue Bell Private Wealth Management
Pennsylvania
$215K +$25.2K +86 +14%
ASCM
2794
Adkins Seale Capital Management
Louisiana
$215K +$207K +707 New
PWP
2795
Prasad Wealth Partners
Ohio
$215K +$207K +707 New
FMTC
2796
Farmers & Merchants Trust Company
California
$215K -$29.9K -102 -13%
FFC
2797
Frederick Financial Consultants
Maryland
$214K -$4.11K -14 -2%
FWM
2798
Focused Wealth Management
New York
$214K +$207K +704 New
PFM
2799
Phillips Financial Management
Indiana
$214K +$206K +703 New
ABTD
2800
Arvest Bank Trust Division
Oklahoma
$214K -$8.51K -29 -4%