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Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
2151
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$529K
AOWM
2152
Asset One Wealth Management
Washington
$529K +$616K +4,835 New
PWC
2153
Pathfinder Wealth Consulting
North Carolina
$528K +$537K +4,214 New
HR
2154
Hardy Reed
Mississippi
$528K -$28.8K -226 -5%
GIP
2155
Greatmark Investment Partners
Georgia
$528K -$15.9K -125 -3%
CAGAS
2156
Capital Advisory Group Advisory Services
Minnesota
$528K -$3.31K -26 -0.6%
BWG
2157
Beta Wealth Group
California
$527K +$63.8K +501 +14%
TCM
2158
Tributary Capital Management
Nebraska
$526K -$13.4K -105 -2%
AFC
2159
AFT Forsyth & Company
Florida
$524K
ZCP
2160
Z3 Capital Partners
Virginia
$524K +$533K +4,181 New
BCM
2161
Buckhead Capital Management
Georgia
$523K -$5.1K -40 -0.9%
OBWG
2162
Onyx Bridge Wealth Group
New York
$523K -$6.88K -54 -1%
CPC
2163
Congress Park Capital
New York
$521K
ESC
2164
Eurizon SLJ Capital
$521K +$530K +4,159 New
CF
2165
Centaurus Financial
California
$521K +$25.1K +197 +5%
SPW
2166
Signet Private Wealth
Illinois
$520K +$529K +4,152 New
PJWM
2167
Philip James Wealth Mangement
Georgia
$518K
NG
2168
Novem Group
New York
$517K -$841K -6,599 -62%
FCM
2169
Firestone Capital Management
Florida
$517K +$4.97K +39 +1%
BMC
2170
Beaton Management Company
Massachusetts
$516K
EAM
2171
Evanson Asset Management
California
$515K +$6.37K +50 +1%
CG
2172
Clifford Group
Massachusetts
$515K -$17.2K -135 -3%
SFO
2173
Stenger Family Office
Illinois
$515K +$4.2K +33 +0.8%
SLWA
2174
San Luis Wealth Advisors
California
$515K -$50.3K -395 -9%
FWM
2175
Forza Wealth Management
Florida
$513K +$9.3K +73 +2%