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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1101
Confluence Wealth Services
Pennsylvania
$237K +$832 +9 +0.3%
CMS
1102
Capital Market Strategies
Florida
$236K +$14.9K +161 +6%
AWM
1103
Apollon Wealth Management
South Carolina
$235K +$29.5K +319 +12%
RFA
1104
Resurgent Financial Advisors
Georgia
$232K -$16.8K -182 -6%
GP
1105
Girard Partners
Pennsylvania
$231K +$3.7K +40 +1%
PA
1106
Procyon Advisors
Connecticut
$230K -$12.9K -140 -5%
IHL
1107
Investment House LLC
California
$229K
FPGK
1108
Financial Partners Group (Kansas)
Kansas
$228K -$12.9K -140 -5%
AFM
1109
Abbot Financial Management
Massachusetts
$228K +$185 +2 +0.1%
MCA
1110
Millennium Capital Advisors
Arkansas
$228K -$2.31K -25 -0.9%
HCM
1111
Hollencrest Capital Management
California
$226K -$92.8K -1,004 -27%
RWP
1112
RWA Wealth Partners
Massachusetts
$225K
HFP
1113
Holistic Financial Partners
Indiana
$224K -$47.7K -516 -16%
IP
1114
Investment Partners
Ohio
$224K +$92 +1 +0%
GW
1115
GW & Wade
Massachusetts
$224K +$52.5K +568 +26%
AWC
1116
Abundance Wealth Counselors
Pennsylvania
$223K +$66.5K +719 +36%
BAS
1117
Brown Advisory Securities
Maryland
$222K -$117K -1,270 -32%
FFA
1118
Founders Financial Alliance
North Carolina
$222K -$27.3K -295 -10%
MA
1119
Mutual Advisors
Nebraska
$222K -$18.6K -201 -7%
BZWA
1120
Blue Zone Wealth Advisors
California
$222K
SCA
1121
Stonebridge Capital Advisors
Minnesota
$221K -$18.7K -202 -7%
BA
1122
Bristlecone Advisors
Washington
$219K +$248K +2,677 New
SPP
1123
Single Point Partners
Massachusetts
$216K -$14.2K -154 -6%
RC
1124
RegentAtlantic Capital
New Jersey
$215K -$18K -195 -7%
SMC
1125
Smith, Moore & Co
Missouri
$215K +$14.1K +153 +6%