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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2251
Lifelong Wealth Advisors
Minnesota
$333K +$489 +2 +0.2%
VBA
2252
von Borstel & Associates
Oregon
$333K +$276K +1,130 New
GWA
2253
Gutierrez Wealth Advisory
Arkansas
$332K -$41.6K -170 -13%
Harris Associates
2254
Harris Associates
Illinois
$331K +$290K +1,185 New
OWA
2255
Outlook Wealth Advisors
Texas
$331K +$11.2K +46 +4%
HFA
2256
Harbert Fund Advisors
Alabama
$330K +$289K +1,181 New
AW
2257
Alteri Wealth
California
$329K -$122K -498 -30%
PFM
2258
Peak Financial Management
Massachusetts
$328K +$24.5K +100 +9%
MCM
2259
Mainstay Capital Management
Michigan
$328K +$287K +1,174 New
SWP
2260
Summit Wealth Partners
Florida
$327K – – –
DCM
2261
Dimension Capital Management
Florida
$326K -$24K -98 -8%
RTC
2262
Real Talk Capital
Tennessee
$326K +$19.3K +79 +7%
G
2263
GenTrust
Florida
$326K -$38.6K -158 -12%
FFA
2264
Fi3 Financial Advisors
Indiana
$325K -$2.44K -10 -0.9%
SWM
2265
StoneCrest Wealth Management
Arizona
$325K +$284K +1,163 New
FCA
2266
Fortis Capital Advisors
Kansas
$323K +$283K +1,156 New
TF
2267
Tompkins Financial
New York
$320K -$24.5K -100 -8%
CCWM
2268
Cassaday & Co Wealth Management
Virginia
$320K +$27.9K +114 +11%
FDCP
2269
Foster Dykema Cabot & Partners
Massachusetts
$320K – – –
SFP
2270
Sandbox Financial Partners
Maryland
$320K +$280K +1,145 New
W
2271
WealthCollab
Washington
$320K +$50.6K +207 +22%
AIA
2272
Aventus Investment Advisors
Florida
$320K -$2.44K -10 -0.9%
PRTG
2273
Post Resch Tallon Group
New York
$320K +$48.9K +200 +21%
TA
2274
Tactive Advisors
Florida
$319K +$16.4K +67 +6%
AWP
2275
Axis Wealth Partners
Rhode Island
$319K +$13.9K +57 +5%