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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1351
Mitchell McLeod Pugh & Williams
Alabama
$251K -$8.77K -92 -4%
SW
1352
Schulz Wealth
Texas
$250K +$229K +2,405 New
FFA
1353
Fragasso Financial Advisors
Pennsylvania
$249K +$8.49K +89 +4%
JWA
1354
JFS Wealth Advisors
Pennsylvania
$248K +$48.5K +509 +27%
NHC
1355
Nicholas Hoffman & Company
Georgia
$247K – – –
BCG
1356
Breakwater Capital Group
New Jersey
$247K +$209K +2,187 New
ACP
1357
Aviance Capital Partners
Florida
$247K – – –
CW
1358
Channel Wealth
California
$246K +$225K +2,363 New
QPWM
1359
Quadrant Private Wealth Management
Pennsylvania
$245K +$224K +2,348 New
RW
1360
REDW Wealth
New Mexico
$243K -$15.3K -160 -6%
AFC
1361
AFT Forsyth & Company
Florida
$243K – – –
FSC
1362
Full Sail Capital
Oklahoma
$243K – – –
RCA
1363
Resonant Capital Advisors
Wisconsin
$241K -$18.4K -193 -8%
CAI
1364
Capital Advisors Inc
Oklahoma
$241K +$221K +2,319 New
CAG
1365
Crestwood Advisors Group
Massachusetts
$240K -$30.5K -320 -12%
SAM
1366
SP Asset Management
California
$240K +$220K +2,308 New
FWA
1367
FSM Wealth Advisors
Ohio
$239K -$5.82K -61 -3%
EA
1368
Everpar Advisors
Oklahoma
$239K +$220K +2,302 New
CA
1369
Claro Advisors
Massachusetts
$238K +$218K +2,290 New
WC
1370
Wexford Capital
Florida
$238K -$1.02M -10,668 -82%
XF
1371
XML Financial
Maryland
$236K +$217K +2,271 New
FPGK
1372
Financial Partners Group (Kansas)
Kansas
$236K – – –
PPWM
1373
PFG Private Wealth Management
Florida
$236K +$186K +1,947 +610%
PTC
1374
Private Trust Company
Ohio
$235K +$477 +5 +0.2%
FMWA
1375
Forvis Mazars Wealth Advisors
Missouri
$235K +$215K +2,256 New