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Name Holding Trade Value Shares
Change
Change in
Stake
EW
3001
Element Wealth
Mississippi
$385K +$17.3K +72 +4%
RVPG
3002
Relative Value Partners Group
$384K +$401K +1,670 New
SCA
3003
Sandy Cove Advisors
Massachusetts
$383K +$481 +2 +0.1%
HZ
3004
Hixon Zuercher
Ohio
$383K
AMR
3005
Asset Management Resources
Massachusetts
$382K -$4.09K -17 -1%
CFG
3006
Carr Financial Group
Massachusetts
$381K
GSAM
3007
Grant Street Asset Management
Pennsylvania
$381K -$17.8K -74 -4%
SGWM
3008
Sterling Group Wealth Management
California
$380K
AC
3009
Apella Capital
Connecticut
$380K +$7.21K +30 +2%
AI
3010
AdvisorShares Investments
Maryland
$378K -$9.13K -38 -2%
SIS
3011
Sound Income Strategies
Florida
$378K -$104K -432 -21%
TWA
3012
Tandem Wealth Advisors
Arizona
$378K +$2.64K +11 +0.7%
MSA
3013
McAlister Sweet & Associates
Texas
$377K -$2.27M -9,453 -85%
CFAM
3014
Coury Firm Asset Management
Pennsylvania
$377K +$394K +1,639 New
PCI
3015
Planning Center Inc
Illinois
$376K
Cohen & Steers
3016
Cohen & Steers
New York
$376K -$10.1K -42 -3%
SPWG
3017
Sage Private Wealth Group
Illinois
$375K +$8.41K +35 +2%
UBG
3018
United Bank (Georgia)
Georgia
$375K
DWP
3019
Destiny Wealth Partners
Florida
$375K +$7.21K +30 +2%
BMWM
3020
Brown Miller Wealth Management
Virginia
$374K -$2.4K -10 -0.6%
AWM
3021
Aberdeen Wealth Management
Illinois
$374K +$240 +1 +0.1%
BHPW
3022
Beverly Hills Private Wealth
California
$374K +$26.9K +112 +7%
HHGA
3023
Halbert Hargrove Global Advisors
California
$374K -$7.69K -32 -2%
EL
3024
EWA LLC
Pennsylvania
$373K +$38.5K +160 +12%
SNBOSD
3025
Security National Bank of So Dak
Iowa
$373K -$24K -100 -6%