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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2101
Prestige Wealth Management Group
New Jersey
$585K -$22.8K -173 -4%
HWM
2102
HighMark Wealth Management
Minnesota
$585K
CCM
2103
Cobler Capital Management
Kansas
$585K +$587K +4,454 New
IP
2104
Ignite Planners
California
$583K -$3.69K -28 -0.6%
TW
2105
Traveka Wealth
California
$583K -$2.77K -21 -0.5%
EA
2106
Ergawealth Advisors
Illinois
$583K +$13.8K +105 +3%
GWM
2107
GDS Wealth Management
Texas
$582K +$25.3K +192 +5%
CCA
2108
Coign Capital Advisors
Utah
$582K +$15K +114 +3%
FWM
2109
Forza Wealth Management
Florida
$581K -$52.7K -400 -9%
AIM
2110
Alhambra Investment Management
Florida
$581K +$6.07K +46 +1%
EIP
2111
Ellis Investment Partners
Pennsylvania
$581K +$12.9K +98 +2%
HC
2112
Henshaw Capital
Massachusetts
$580K
OCM
2113
Osterweis Capital Management
California
$578K +$180K +1,367 +47%
SGC
2114
Slocum, Gordon & Co
Rhode Island
$578K
HS
2115
Horan Securities
United States
$577K +$34K +258 +6%
CAGAS
2116
Capital Advisory Group Advisory Services
Minnesota
$576K
FFA
2117
Fi3 Financial Advisors
Indiana
$576K -$10K -76 -2%
MFC
2118
Mechanics Financial Corp
Ohio
$575K
NAMP
2119
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$575K
CFGW
2120
Chancellor Financial Group WB
Pennsylvania
$574K +$19.8K +150 +4%
MCM
2121
Monument Capital Management
Virginia
$572K +$255K +1,931 +85%
WCM
2122
Wellington Capital Management
Maryland
$572K +$555K +4,208 New
S
2123
Sunpointe
Missouri
$571K -$18.3K -139 -3%
BLC
2124
Brown, Lisle/Cummings
Rhode Island
$571K +$7.52K +57 +1%
COCM
2125
Charter Oak Capital Management
New Hampshire
$570K +$38.6K +293 +8%