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Name Holding Trade Value Shares
Change
Change in
Stake
RCS
3276
Retirement Capital Strategies
California
$7.45M
EFP
3277
Elser Financial Planning
Indiana
$7.44M +$600K +2,234 +9%
MWM
3278
Maridea Wealth Management
New York
$7.43M +$93.2K +347 +1%
SCM
3279
Saba Capital Management
New York
$7.43M +$7.34M +27,345 New
CFP
3280
Curran Financial Partners
South Carolina
$7.43M -$490K -1,827 -6%
CPRC
3281
Consolidated Portfolio Review Corp
New York
$7.42M -$47.7M -177,542 -87%
PRA
3282
Pine Ridge Advisers
New York
$7.42M
RFS
3283
Richardson Financial Services
Massachusetts
$7.42M -$17.7K -66 -0.2%
SC
3284
Sykon Capital
New York
$7.42M +$526K +1,960 +8%
AP
3285
Advisortrust Partners
North Carolina
$7.41M +$7.31M +27,246 New
IRP
3286
Investment Research Partners
Pennsylvania
$7.4M +$247K +920 +3%
WDL
3287
Well Done LLC
Michigan
$7.4M +$1.42M +5,281 +24%
CWM
3288
Cranbrook Wealth Management
Michigan
$7.38M -$139K -518 -2%
F8IS
3289
Figure 8 Investment Strategies
Idaho
$7.38M -$141K -527 -2%
WIM
3290
Warwick Investment Management
Texas
$7.36M +$192K +715 +3%
MHC
3291
May Hill Capital
Massachusetts
$7.35M +$328K +1,221 +5%
MAM
3292
MWA Asset Management
Massachusetts
$7.35M -$162K -602 -2%
NCM
3293
NCM Capital Management
New Jersey
$7.35M -$12.9K -48 -0.2%
RA
3294
Ruggaard & Associates
Ohio
$7.35M -$1.4M -5,225 -16%
CCG
3295
Catalina Capital Group
California
$7.35M -$855K -3,184 -11%
RF
3296
Rossby Financial
Florida
$7.35M +$199K +740 +3%
QWM
3297
Quaker Wealth Management
New Jersey
$7.34M +$5.1K +19 +0.1%
CFG
3298
Chapman Financial Group
Hawaii
$7.33M -$109K -405 -1%
BMM
3299
Berkshire Money Management
Massachusetts
$7.33M +$806K +3,004 +13%
Blackstone Inc
3300
Blackstone Inc
New York
$7.31M +$4.77M +17,763 +194%