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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2276
Opal Wealth Advisors
New York
$721K +$50.3K +239 +8%
CWM
2277
Cordatus Wealth Management
Pennsylvania
$721K +$132K +627 +23%
APA
2278
Allegiant Private Advisors
Florida
$720K -$41K -195 -5%
KFGK
2279
Keystone Financial Group (Kentucky)
Kentucky
$720K +$10.5K +50 +1%
KA
2280
Kercheville Advisors
Texas
$719K +$42.1K +200 +6%
ACM
2281
Allred Capital Management
Texas
$717K +$33.7K +160 +5%
BHBT
2282
Burke & Herbert Bank & Trust
Virginia
$717K
PCG
2283
Private Capital Group
Connecticut
$712K -$742K -3,527 -51%
PDM
2284
Penn Davis McFarland
Texas
$712K -$22.7K -108 -3%
ACA
2285
Ackerman Capital Advisors
Texas
$712K
EA
2286
Emerald Advisers
Pennsylvania
$709K -$94.7K -450 -12%
BWP
2287
BSW Wealth Partners
Colorado
$709K +$46.7K +222 +7%
GWS
2288
Glassman Wealth Services
Virginia
$705K -$25.5K -121 -4%
QSS
2289
Quantitative Systematic Strategies
Florida
$705K +$701K +3,331 New
CCP
2290
Clarkston Capital Partners
Michigan
$704K +$102K +484 +17%
EAM
2291
Evanson Asset Management
California
$704K +$397K +1,887 +131%
HR
2292
Hayden Royal
North Carolina
$704K +$699K +3,323 New
BWA
2293
BDO Wealth Advisors
Florida
$703K -$272K -1,291 -28%
Financial Engines Advisors
2294
Financial Engines Advisors
California
$703K -$37.9K -180 -5%
MW
2295
MBL Wealth
North Carolina
$702K +$120K +572 +21%
CWP
2296
Curated Wealth Partners
California
$700K +$12.8K +61 +2%
AFA
2297
Arlington Financial Advisors
California
$699K
EF
2298
Empowered Funds
Pennsylvania
$699K
SVCP
2299
Silicon Valley Capital Partners
California
$698K -$249K -1,182 -26%
SHWM
2300
Smith & Howard Wealth Management
Georgia
$697K -$15.8K -75 -2%