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Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1476
AFT Forsyth & Company
Florida
$318K – – –
FSC
1477
Full Sail Capital
Oklahoma
$317K – – –
SW
1478
SteelPeak Wealth
California
$316K +$24.3K +196 +9%
CW
1479
Channel Wealth
California
$314K -$6.83K -55 -2%
FMWA
1480
Forvis Mazars Wealth Advisors
Missouri
$314K +$6.46K +52 +2%
PPWM
1481
PFG Private Wealth Management
Florida
$313K +$4.47K +36 +2%
HWA
1482
HCR Wealth Advisors
California
$312K -$35.1K -283 -11%
FPGK
1483
Financial Partners Group (Kansas)
Kansas
$312K +$2.48K +20 +0.9%
TFA
1484
Toth Financial Advisory
Virginia
$311K +$9.19K +74 +3%
WP
1485
WMS Partners
Maryland
$310K +$283K +2,276 New
CFD
1486
Creative Financial Designs
Indiana
$309K +$244K +1,961 +631%
HL
1487
HeadInvest LLC
Maine
$308K -$20.5K -165 -7%
TW
1488
TritonPoint Wealth
Maryland
$308K +$35.3K +284 +10%
SFWC
1489
Strategic Family Wealth Counselors
New Jersey
$306K +$18.6K +150 +7%
CAMG
1490
CWA Asset Management Group
Florida
$304K +$278K +2,238 New
BOPW
1491
Brandywine Oak Private Wealth
Pennsylvania
$304K +$13.4K +108 +5%
WJWM
1492
Williams Jones Wealth Management
New York
$303K +$276K +2,224 New
ARC
1493
Advisor Resource Council
Texas
$302K +$361K +2,906 New
HIA
1494
Harbor Investment Advisory
Maryland
$301K +$27.1K +218 +11%
IIC
1495
Integrated Investment Consultants
Michigan
$300K -$36.5K -294 -12%
BCG
1496
Breakwater Capital Group
New Jersey
$299K +$1.37K +11 +0.5%
PCP
1497
Proficio Capital Partners
Massachusetts
$298K +$14.2K +114 +5%
AA
1498
Auxano Advisors
Washington
$297K – – –
SBIA
1499
Sheaff Brock Investment Advisors
Indiana
$297K +$21.6K +174 +9%
SCP
1500
Stevens Capital Partners
Nebraska
$296K +$270K +2,174 New