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Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
2151
Bar Harbor Trust Services
Maine
$533K -$2.38K -43 -0.4%
ATFA
2152
All Terrain Financial Advisors
Minnesota
$531K +$40.2K +726 +8%
NWS
2153
Newport Wealth Strategies
California
$530K -$53K -959 -9%
EWM
2154
Endurance Wealth Management
Rhode Island
$530K -$25.4K -459 -4%
WOSD
2155
WFA of San Diego
California
$529K -$9.68K -175 -2%
AWA
2156
Acorn Wealth Advisors
Michigan
$529K -$4.26K -77 -0.8%
AI
2157
Accredited Investors
Minnesota
$527K -$3.6K -65 -0.7%
CCA
2158
Column Capital Advisors
Indiana
$527K +$166K +3,006 +45%
HWA
2159
HCR Wealth Advisors
California
$525K -$30.9K -559 -5%
PAM
2160
Peak Asset Management
Colorado
$524K -$9.18K -166 -2%
B
2161
Bridgeworth
Alabama
$524K +$14K +253 +3%
LWP
2162
Legacy Wealth Planning
Nevada
$523K +$553 +10 +0.1%
KF
2163
Krilogy Financial
Missouri
$523K +$14.3K +258 +3%
CF
2164
Copperwynd Financial
Arizona
$523K +$44.6K +806 +9%
WW
2165
Waterfront Wealth
Kansas
$522K -$24K -434 -4%
VCS
2166
Vaughan & Co Securities
New Jersey
$522K – – –
BBWA
2167
Bell & Brown Wealth Advisors
California
$522K +$535K +9,669 New
RCA
2168
Reitz Capital Advisors
Michigan
$520K -$10.8K -195 -2%
TCM
2169
Tributary Capital Management
Nebraska
$519K -$12.1K -218 -2%
FNWM
2170
Financial Network Wealth Management
Utah
$516K -$12.7K -229 -2%
GPWA
2171
Great Point Wealth Advisors
Massachusetts
$514K -$553 -10 -0.1%
SCG
2172
Sonata Capital Group
Washington
$513K -$130K -2,349 -20%
PCM
2173
Perritt Capital Management
Illinois
$513K +$26.6K +480 +5%
ATWA
2174
Arbor Trust Wealth Advisors
Michigan
$512K -$22.9K -414 -4%
BWP
2175
BSW Wealth Partners
Colorado
$511K -$203K -3,665 -28%