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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
2076
Traphagen Investment Advisors
New Jersey
$492K +$1.26K +11 +0.3%
CG
2077
Clarus Group
Texas
$492K
SRSA
2078
S.R. Schill & Associates
Washington
$491K +$219K +1,914 +79%
MSG
2079
Main Street Group
Virginia
$490K +$76.7K +669 +18%
ACG
2080
Allen Capital Group
Nebraska
$490K +$38.9K +339 +9%
WP
2081
Waycross Partners
Kentucky
$487K
OP
2082
ORG Partners
Indiana
$487K -$5.06M -44,108 -91%
CF
2083
Centaurus Financial
California
$486K +$58.8K +513 +14%
CTA
2084
Colonial Trust Advisors
South Carolina
$486K -$14.8K -129 -3%
HC
2085
Henshaw Capital
Massachusetts
$485K
S
2086
Sunpointe
Missouri
$484K +$13K +113 +3%
SGC
2087
Slocum, Gordon & Co
Rhode Island
$483K -$51.6K -450 -10%
WDG
2088
Wealth Dimensions Group
Ohio
$481K +$10.8K +94 +2%
CHA
2089
Cooper/Haims Advisors
New York
$481K -$1.38K -12 -0.3%
HWM
2090
HighMark Wealth Management
Minnesota
$480K
UC
2091
Unio Capital
New Jersey
$477K -$17.2K -150 -3%
VFPI
2092
Vantage Financial Partners (Illinois)
Illinois
$477K +$481K +4,200 New
FM
2093
Foster & Motley
Ohio
$477K +$9.74K +85 +2%
CCFM
2094
Clear Creek Financial Management
Washington
$477K +$61.3K +535 +15%
OMC
2095
Overbrook Management Corp
New York
$476K -$414K -3,613 -46%
AFC
2096
AFT Forsyth & Company
Florida
$476K
XT
2097
XTX Topco
Cayman Islands
$475K +$479K +4,181 New
CB
2098
Centennial Bank
Arkansas
$474K
DWA
2099
Delap Wealth Advisory
Oregon
$473K +$477K +4,165 New
CPC
2100
Congress Park Capital
New York
$473K