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Name Holding Trade Value Shares
Change
Change in
Stake
APP
2101
Avantax Planning Partners
Iowa
$1.18M -$125K -307 -11%
SF
2102
Symphony Financial
Texas
$1.18M +$403K +992 +65%
SC
2103
Schubert & Co
Texas
$1.17M +$23.1K +57 +2%
HCMG
2104
Howard Capital Management Group
California
$1.17M +$406K +1,000 +69%
BZWA
2105
Blue Zone Wealth Advisors
California
$1.17M +$10.1K +25 +1%
PWA
2106
Physician Wealth Advisors
Utah
$1.17M -$5.68K -14 -0.6%
LMFP
2107
Larry Mathis Financial Planning
Arizona
$1.17M -$293K -722 -23%
AB
2108
Atlas Brown
Kentucky
$1.17M -$27.6K -68 -3%
OL
2109
one8zero8 LLC
North Carolina
$1.16M
IA
2110
Insight Advisors
Pennsylvania
$1.16M +$235K +580 +31%
HWP
2111
Highline Wealth Partners
California
$1.16M +$39.4K +97 +4%
ACP
2112
Aviance Capital Partners
Florida
$1.15M
FSA
2113
Financial Security Advisor
Virginia
$1.15M +$232K +571 +31%
AWM
2114
AAF Wealth Management
Massachusetts
$1.15M +$9.74K +24 +1%
CP
2115
Clarendon Private
Massachusetts
$1.15M +$37.3K +92 +4%
PGA
2116
Portland Global Advisors
Maine
$1.15M
PWMG
2117
Prestige Wealth Management Group
New Jersey
$1.15M +$11.8K +29 +1%
IA
2118
Inspire Advisors
Idaho
$1.15M +$220K +543 +29%
PWM
2119
Parkway Wealth Management
Texas
$1.15M -$129K -317 -12%
FAT
2120
First American Trust
California
$1.15M -$427K -1,052 -30%
WA
2121
Wealth Architects
California
$1.15M -$7.3K -18 -0.7%
WW
2122
Windle Wealth
Oklahoma
$1.15M
FFA
2123
First Foundation Advisors
California
$1.15M +$580K +1,430 +147%
SFWC
2124
Strategic Family Wealth Counselors
New Jersey
$1.15M +$2.44K +6 +0.3%
DF
2125
Dunhill Financial
United Kingdom
$1.15M +$128K +316 +15%