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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1076
Armis Advisers
Georgia
$330K +$230K +1,725 New
BFA
1077
Beacon Financial Advisory
Ohio
$327K +$15.3K +115 +6%
CA
1078
Continuum Advisory
Idaho
$324K -$2.53K -19 -0.9%
NA
1079
Nautilus Advisors
California
$323K +$26K +195 +10%
WIA
1080
Wealthedge Investment Advisors
New York
$323K +$285K +2,138 New
SF
1081
Synovus Financial
Georgia
$320K +$4.54K +34 +2%
SW
1082
SMART Wealth
Nebraska
$316K +$280K +2,097 New
MP
1083
Moment Partners
California
$314K +$277K +2,080 New
WH
1084
Willner & Heller
California
$314K +$277K +2,078 New
BIG
1085
Brooklyn Investment Group
New York
$311K +$1.2K +9 +0.4%
IWM
1086
IHT Wealth Management
Illinois
$311K -$69.5K -521 -20%
RIA
1087
Regal Investment Advisors
Michigan
$310K +$274K +2,055 New
CIA
1088
Caerus Investment Advisors
Texas
$309K +$274K +2,051 New
TAM
1089
Titleist Asset Management
Texas
$309K -$93.8K -703 -26%
MCA
1090
Millennium Capital Advisors
Arkansas
$309K +$273K +2,046 New
BW
1091
Balance Wealth
Ohio
$307K +$271K +2,032 New
AFG
1092
Albion Financial Group
Utah
$306K -$14.7M -110,055 -98%
MSWM
1093
McGlone Suttner Wealth Management
Wisconsin
$305K -$1.47K -11 -0.5%
SWM
1094
SeaCrest Wealth Management
New York
$305K -$502K -3,760 -67%
CGA
1095
Crescent Grove Advisors
Illinois
$303K +$268K +2,006 New
IP
1096
Investment Partners
Ohio
$302K +$133 +1 +0%
GFP
1097
Gryphon Financial Partners
Ohio
$302K -$7.34K -55 -3%
CH
1098
Canton Hathaway
Rhode Island
$302K
GCM
1099
Gallacher Capital Management
Colorado
$302K
SL
1100
Siren LLC
Connecticut
$302K