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Name Holding Trade Value Shares
Change
Change in
Stake
SPP
4001
Single Point Partners
Massachusetts
$4.01M -$178K -757 -5%
V
4002
ValueWorks
New York
$4.01M -$1.49M -6,315 -28%
CP
4003
Covenant Partners
Tennessee
$4.01M
MPCG
4004
Matrix Private Capital Group
New York
$4M -$33.5K -142 -0.9%
CFGA
4005
Cambridge Financial Group (Arizona)
Arizona
$3.99M -$1.41K -6 -0%
SFP
4006
Sterling Financial Planning
New Jersey
$3.99M +$208K +883 +6%
SA
4007
Scarborough Advisors
Maryland
$3.99M +$12K +51 +0.3%
KW
4008
KWB Wealth
California
$3.99M +$142K +603 +4%
VAG
4009
VisionPoint Advisory Group
Texas
$3.99M +$95.9K +407 +3%
HWP
4010
Heritage Wealth Partners
Ohio
$3.98M +$254K +1,076 +7%
DKCM
4011
Davidson Kahn Capital Management
California
$3.96M +$3.73M +15,818 New
CCM
4012
Cox Capital Management
Massachusetts
$3.96M -$13.9K -59 -0.4%
WCP
4013
Wealthcare Capital Partners
Pennsylvania
$3.96M +$3.72M +15,802 New
GSAM
4014
Grant Street Asset Management
Pennsylvania
$3.95M +$106K +449 +3%
PCM
4015
Pointe Capital Management
Michigan
$3.95M -$36.1K -153 -1%
WF
4016
Warner Financial
Maryland
$3.95M +$615K +2,609 +20%
LA
4017
Lane & Associates
New Jersey
$3.93M -$325K -1,377 -8%
SIM
4018
SSI Investment Management
California
$3.93M -$3.54K -15 -0.1%
OWP
4019
ORG Wealth Partners
Texas
$3.93M +$92.6K +393 +3%
2L
4020
25 LLC
Missouri
$3.93M +$105K +447 +3%
CFS
4021
CGC Financial Services
Oregon
$3.92M +$273K +1,157 +8%
CSWG
4022
Cardinal Strategic Wealth Guidance
Kentucky
$3.91M +$115K +486 +3%
AWA
4023
Aletheian Wealth Advisors
Washington
$3.91M +$135K +572 +4%
FBT
4024
First Bank & Trust
South Dakota
$3.9M -$38.9K -165 -1%
LSWM
4025
Lorne Steinberg Wealth Management
Canada
$3.9M -$24.5K -104 -0.7%