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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
2201
Aveo Capital Partners
Colorado
$390K -$15.8K -375 -4%
PPWM
2202
Paragon Private Wealth Management
Kentucky
$390K +$18.5K +438 +5%
KNW
2203
Kesler Norman & Wride
Utah
$390K -$5.23K -124 -1%
BCA
2204
Bray Capital Advisors
Florida
$389K – – –
FAG
2205
Fortitude Advisory Group
Washington
$389K -$87.8K -2,081 -18%
APA
2206
Astoria Portfolio Advisors
New York
$389K +$1.73K +41 +0.4%
FWA
2207
FSM Wealth Advisors
Ohio
$388K +$15.4K +366 +4%
OWA
2208
Opal Wealth Advisors
New York
$388K +$177K +4,201 +77%
PGWM
2209
Pitti Group Wealth Management
New York
$387K -$10.6K -252 -3%
WF
2210
Wayfinding Financial
Washington
$387K +$409K +9,696 New
FFS
2211
Fortress Financial Solutions
Arizona
$387K +$408K +9,673 New
SRC
2212
Shufro Rose & Co
New York
$386K -$110K -2,618 -21%
HGA
2213
Hobbs Group Advisors
South Carolina
$386K -$51.8K -1,227 -11%
TPW
2214
Talon Private Wealth
Florida
$384K +$399K +9,460 +6,757%
CG
2215
CFO4Life Group
Texas
$383K -$16.2K -384 -4%
MWM
2216
Mattern Wealth Management
Kansas
$382K -$60.1K -1,425 -13%
BFS
2217
BridgePort Financial Solutions
Iowa
$381K +$372K +8,808 New
BAG
2218
Bridgewealth Advisory Group
California
$381K +$175K +4,153 +81%
WTA
2219
Washington Trust Advisors
Massachusetts
$381K +$9.03K +214 +2%
GWM
2220
GK Wealth Management
Nevada
$380K +$401K +9,507 New
TSMHT
2221
Thurston Springer Miller Herd & Titak
Indiana
$380K +$62.9K +1,490 +19%
SIM
2222
Stratos Investment Management
Ohio
$378K +$101K +2,387 +34%
DWM
2223
Darwin Wealth Management
Florida
$377K +$6.37K +151 +2%
MWA
2224
Meridian Wealth Advisors
Texas
$376K -$49.1K -1,163 -11%
CPW
2225
Cove Private Wealth
New York
$376K +$114K +2,711 +41%