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Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
3026
KFA Private Wealth Group
Virginia
$288K -$1.01K -5 -0.4%
PCA
3027
Peddock Capital Advisors
Massachusetts
$287K
WP
3028
Wealthspan Partners
Iowa
$285K -$16.7K -83 -6%
FC
3029
Fusion Capital
South Carolina
$284K +$11.9K +59 +5%
KIA
3030
KLR Investment Advisors
Rhode Island
$284K +$276K +1,368 New
GFPC
3031
Global Financial Private Client
Florida
$284K +$2.02K +10 +0.7%
RWA
3032
Redhawk Wealth Advisors
Minnesota
$283K +$274K +1,360 New
BO
3033
Bank OZK
Arkansas
$282K -$44.4K -220 -14%
TFF
3034
The Family Firm
Maryland
$282K +$10.1K +50 +4%
HNWAG
3035
High Net Worth Advisory Group
Florida
$282K -$10.1K -50 -4%
DA
3036
DSC Advisors
Illinois
$281K -$1.1M -5,468 -80%
BIA
3037
Biondo Investment Advisors
Pennsylvania
$281K
TWM
3038
Tanager Wealth Management
United Kingdom
$280K +$272K +1,350 New
SIC
3039
Schwartz Investment Counsel
Michigan
$280K
IWM
3040
Integris Wealth Management
California
$280K +$272K +1,347 New
CAGAS
3041
Capital Advisory Group Advisory Services
Minnesota
$280K +$12.1K +60 +5%
GCM
3042
Gallacher Capital Management
Colorado
$279K +$271K +1,344 New
AIIMS
3043
Analyst IMS Investment Management Services
Israel
$279K
WA
3044
Waterford Advisors
New York
$279K +$271K +1,345 New
NA
3045
Nottingham Advisors
New York
$278K +$2.62K +13 +1%
SIS
3046
Strategic Investment Solutions
Illinois
$278K +$244K +1,210 New
TPW
3047
Tiller Private Wealth
Pennsylvania
$278K -$2.02K -10 -0.7%
FC
3048
Financial Council
Maryland
$277K
CHA
3049
Cooper/Haims Advisors
New York
$276K
AA
3050
AJ Advisors
Tennessee
$275K +$267K +1,326 New