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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2051
Liberty Wealth Management
California
$612K +$394 +3 +0.1%
CPA
2052
Cardiff Park Advisors
California
$611K +$4.86K +37 +0.8%
KHCM
2053
Kirtland Hills Capital Management
Ohio
$610K -$10.6K -81 -2%
PW
2054
PUREfi Wealth
Massachusetts
$610K -$202K -1,537 -25%
CGA
2055
Crescent Grove Advisors
Illinois
$610K -$3.02K -23 -0.5%
Simon Quick Advisors
2056
Simon Quick Advisors
New Jersey
$609K -$17.2K -131 -3%
CAM
2057
Campion Asset Management
Virginia
$609K -$12.5K -95 -2%
FB
2058
First Bancorp
Maine
$608K -$15.1K -115 -2%
DCA
2059
DSG Capital Advisors
Minnesota
$607K – – –
AWM
2060
Atticus Wealth Management
Florida
$605K +$132K +1,004 +29%
AIP
2061
ARS Investment Partners
New York
$605K – – –
SLWA
2062
San Luis Wealth Advisors
California
$603K +$591K +4,503 New
RCA
2063
Roberts Capital Advisors
Colorado
$602K +$590K +4,497 New
RC
2064
Reik & Co
New York
$602K – – –
PEA
2065
Park Edge Advisors
Ohio
$601K +$131 +1 +0%
SWMG
2066
Stillwater Wealth Management Group
Florida
$601K +$589K +4,486 New
BCG
2067
Breakwater Capital Group
New Jersey
$601K – – –
SL
2068
Salomon & Ludwin
Virginia
$601K +$143K +1,087 +32%
GLLW
2069
Graves Light Lenhart Wealth
Virginia
$599K – – –
EA
2070
Everpar Advisors
Oklahoma
$598K +$5.25K +40 +0.9%
Thompson Siegel & Walmsley
2071
Thompson Siegel & Walmsley
Virginia
$597K – – –
BWG
2072
Balanced Wealth Group
Ohio
$596K – – –
BBA
2073
Baader Bank Aktiengesellschaft
Germany
$596K -$428K -3,263 -42%
TCOO
2074
Trust Company of Oklahoma
Oklahoma
$595K – – –
MMM
2075
Mendel Money Management
Illinois
$595K -$50.3K -383 -8%