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Name Holding Trade Value Shares
Change
Change in
Stake
GA
2076
GFS Advisors
Texas
$231K +$6.8K +35 +3%
IP
2077
Isthmus Partners
Wisconsin
$231K
CPP
2078
Capasso Planning Partners
South Carolina
$230K -$225K -1,160 -46%
AGA
2079
Accuvest Global Advisors
Utah
$228K +$266K +1,371 New
TL
2080
Tradewinds LLC
North Carolina
$228K -$154K -794 -37%
SHWM
2081
Smith & Howard Wealth Management
Georgia
$228K +$21.8K +112 +9%
AT
2082
Arlington Trust
Alabama
$227K -$19.4K -100 -7%
KFSC
2083
Keystone Financial Services (Colorado)
Colorado
$227K -$4.66K -24 -2%
FFG
2084
Fiduciary Financial Group
California
$227K +$12.2K +63 +4%
BFA
2085
Beaumont Financial Advisors
Massachusetts
$226K
LWM
2086
Laidlaw Wealth Management
New York
$226K -$15.9K -82 -6%
CCM
2087
Cloud Capital Management
Washington
$226K +$264K +1,361 New
EWM
2088
Echo Wealth Management
Minnesota
$225K +$39.1K +201 +17%
BFA
2089
Beacon Financial Advisory
Ohio
$225K
TFA
2090
Transamerica Financial Advisors
Florida
$225K -$13.8K -71 -5%
MEAC
2091
M.E. Allison & Co
Texas
$225K
CFA
2092
Cahill Financial Advisors
Minnesota
$225K +$263K +1,352 New
GWAG
2093
Garrett Wealth Advisory Group
Texas
$224K +$3.89K +20 +2%
G
2094
GenTrust
Florida
$224K -$216K -1,111 -45%
PCS
2095
Private Client Services
Kentucky
$224K +$63.9K +329 +32%
CAAS
2096
Capital Asset Advisory Services
Michigan
$224K -$140K -720 -35%
SW
2097
SlateStone Wealth
Florida
$223K +$262K +1,346 New
TTWM
2098
TCV Trust & Wealth Management
Virginia
$223K
CPW
2099
Catalyst Private Wealth
California
$222K +$1.55K +8 +0.6%
SL
2100
Sentry LLC
Tennessee
$222K +$259K +1,335 New