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Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
1226
Jay A. Fishman Ltd
Michigan
$350K – – –
FFA
1227
Founders Financial Alliance
North Carolina
$350K – – –
BCA
1228
Bay Colony Advisors
Massachusetts
$349K – – –
AWM
1229
Angeles Wealth Management
California
$349K -$2.67K -28 -0.8%
CW
1230
CreativeOne Wealth
Kansas
$348K +$60.8K +638 +24%
AP
1231
Adero Partners
California
$347K +$52.3K +548 +20%
BFG
1232
Berger Financial Group
Minnesota
$347K -$3.05K -32 -1%
WANY
1233
Wealthspire Advisors (New York)
New York
$346K -$154K -1,610 -33%
SGK
1234
Steigerwald Gordon & Koch
Virginia
$346K +$8.01K +84 +3%
GW
1235
GW & Wade
Massachusetts
$345K +$10.8K +113 +4%
AWM
1236
Avior Wealth Management
Nebraska
$344K +$71.4K +749 +29%
OFS
1237
OneAscent Financial Services
Alabama
$343K -$51.7K -542 -14%
LI
1238
LMCG Investments
Massachusetts
$342K -$45K -472 -13%
BHC
1239
Bowen Hanes & Co
Florida
$342K – – –
AWC
1240
Abundance Wealth Counselors
Pennsylvania
$342K +$20.1K +211 +7%
APWA
1241
Atlas Private Wealth Advisors
New Jersey
$342K +$9.92K +104 +3%
LSA
1242
Lion Street Advisors
Texas
$341K +$312K +3,276 New
WA
1243
WESPAC Advisors
California
$339K – – –
PWA
1244
Physician Wealth Advisors
Utah
$338K +$33K +346 +13%
GI
1245
GAMMA Investing
California
$337K +$285K +2,985 New
BOS
1246
Bank of Stockton
California
$336K – – –
AIM
1247
Acropolis Investment Management
Missouri
$334K – – –
FTWA
1248
Fifth Third Wealth Advisors
Ohio
$332K – – –
IA
1249
IFG Advisory
Georgia
$332K +$58.5K +613 +24%
CA
1250
Commerzbank Aktiengesellschaft
Germany
$331K -$18.5K -194 -6%