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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2126
Phillips Wealth Planners
Mississippi
$731K -$239K -695 -28%
AWM
2127
Accel Wealth Management
Iowa
$730K -$23.1K -67 -3%
SWA
2128
Sax Wealth Advisors
New Jersey
$730K -$387K -1,124 -32%
BCM
2129
Becker Capital Management
Oregon
$730K -$1.38K -4 -0.2%
CWM
2130
Centurion Wealth Management
Virginia
$729K -$46.8K -136 -6%
FCMC
2131
Founders Capital Management (Connecticut)
Connecticut
$729K
SO
2132
Sierra Ocean
California
$729K +$23.4K +68 +3%
OPWM
2133
Oregon Pacific Wealth Management
Oregon
$728K -$15.5K -45 -2%
TWP
2134
Tower Wealth Partners
Pennsylvania
$728K +$61.6K +179 +9%
Vanguard Global Advisers
2135
Vanguard Global Advisers
Pennsylvania
$728K +$741K +2,153 New
WAS
2136
Winch Advisory Services
Wisconsin
$727K +$22.7K +66 +3%
CA
2137
Claro Advisors
Massachusetts
$725K +$79.1K +230 +12%
CWM
2138
Cherrydale Wealth Management
New Jersey
$725K +$5.16K +15 +0.7%
FAG
2139
Fortitude Advisory Group
Washington
$724K +$175K +509 +31%
SWA
2140
SOA Wealth Advisors
New York
$724K +$82.2K +239 +0.8%
NB
2141
NBT Bank
New York
$722K -$48.5K -141 -6%
SWIG
2142
Strategic Wealth Investment Group
Kentucky
$722K -$87.1K -253 -11%
AFC
2143
Avise Financial Cooperative
California
$722K -$95K -276 -11%
BRG
2144
Bay Rivers Group
Virginia
$721K
CP
2145
Castleview Partners
Texas
$721K +$40.3K +117 +6%
CD
2146
Chapin Davis
Maryland
$719K -$1.72K -5 -0.2%
GA
2147
GFS Advisors
Texas
$718K -$79.1K -230 -10%
HWA
2148
HCR Wealth Advisors
California
$718K +$190K +552 +35%
MIM
2149
Martin Investment Management
Florida
$718K -$5.16K -15 -0.7%
BOPW
2150
Brandywine Oak Private Wealth
Pennsylvania
$718K -$40.3K -117 -5%