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Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
2701
Godshalk Welsh Capital Management
Pennsylvania
$7.78M -$328K -1,775 -4%
HWM
2702
Heirloom Wealth Management
Colorado
$7.75M +$188K +1,016 +3%
EFMC
2703
Empire Financial Management Company
New York
$7.75M -$76.3K -413 -1%
EFL
2704
ERn Financial LLC
Wisconsin
$7.75M +$207K +1,119 +3%
VW
2705
Vance Wealth
California
$7.72M -$23.4K -127 -0.3%
ES
2706
Eagle Strategies
New York
$7.7M +$10.7K +58 +0.1%
PI
2707
Pettee Investors
Connecticut
$7.7M -$191K -1,036 -3%
LAM
2708
Lynch Asset Management
Pennsylvania
$7.7M -$281K -1,520 -4%
BCMLT
2709
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.69M -$140K -758 -2%
IWM
2710
Integris Wealth Management
California
$7.69M +$254K +1,377 +4%
KC
2711
Kades & Cheifetz
Pennsylvania
$7.69M -$251K -1,361 -3%
BSA
2712
Bull Street Advisors
Georgia
$7.68M -$67K -363 -0.9%
DWM
2713
Denver Wealth Management
Colorado
$7.67M +$49.3K +267 +0.7%
PWM
2714
PBMares Wealth Management
Virginia
$7.66M +$101K +547 +1%
SFWA
2715
Summit Financial Wealth Advisors
Louisiana
$7.66M +$139K +752 +2%
AA
2716
Altrafin AG
$7.66M +$79.2K +429 +1%
WF
2717
Wayfinding Financial
Washington
$7.65M +$21K +114 +0.3%
WCG
2718
Weaver Consulting Group
California
$7.65M +$164K +888 +2%
NMG
2719
New Millennium Group
Utah
$7.62M -$985K -5,335 -12%
SCP
2720
Sivia Capital Partners
California
$7.62M +$7.3M +39,552 New
WFMPM
2721
Woodley Farra Manion Portfolio Management
Indiana
$7.59M +$39.3K +213 +0.5%
AEPWM
2722
Atlantic Edge Private Wealth Management
Florida
$7.59M +$7.27M +39,396 New
PCI
2723
Planning Center Inc
Illinois
$7.58M -$139K -755 -2%
RCA
2724
Ranch Capital Advisors
Florida
$7.56M +$145K +787 +2%
AWP
2725
Abacus Wealth Partners
California
$7.56M +$3.02M +16,360 +71%