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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2226
Whalen Wealth Management
Nevada
$488K +$25.9K +197 +6%
CA
2227
Claro Advisors
Massachusetts
$488K -$151K -1,152 -24%
ECA
2228
Elevated Capital Advisors
Utah
$487K +$50K +381 +12%
TCA
2229
Transcend Capital Advisors
New Jersey
$487K -$124K -942 -21%
CHA
2230
Cooper/Haims Advisors
New York
$484K – – –
RFA
2231
Register Financial Advisors
Georgia
$484K +$3.02K +23 +0.6%
VW
2232
Vance Wealth
California
$484K +$8.66K +66 +2%
FM
2233
Freemont Management
Switzerland
$482K -$3.58M -27,300 -88%
SSG
2234
Summit Securities Group
New York
$482K +$318K +2,426 +207%
SCA
2235
Sippican Capital Advisors
Massachusetts
$481K – – –
RCWM
2236
Royal Capital Wealth Management
Indiana
$480K -$12.9K -98 -3%
QPW
2237
Quantum Private Wealth
Florida
$479K -$153K -1,162 -25%
OCPWS
2238
One Charles Private Wealth Services
Massachusetts
$478K – – –
FSA
2239
Financial Security Advisor
Virginia
$477K +$2.23K +17 +0.5%
JCM
2240
Jacobsen Capital Management
Utah
$476K +$4.99K +38 +1%
CPG
2241
Cornerstone Planning Group
New Jersey
$476K +$143K +1,092 +110%
Focus Partners Advisor Solutions
2242
Focus Partners Advisor Solutions
Missouri
$474K -$2.44M -18,604 -86%
NIA
2243
NIA Impact Advisors
California
$474K -$22.1K -168 -5%
CB
2244
Centennial Bank
Arkansas
$473K -$7.35K -56 -2%
ISWM
2245
Independent Solutions Wealth Management
New York
$473K +$127K +965 +38%
MSR
2246
Main Street Research
Connecticut
$473K +$8.79K +67 +2%
CSC
2247
Caldwell Sutter Capital
California
$472K – – –
SPWM
2248
Spartan Planning & Wealth Management
North Carolina
$471K +$21K +160 +5%
LPAM
2249
Lodestar Private Asset Management
California
$471K +$3.28K +25 +0.7%
PHWM
2250
Pine Harbor Wealth Management
Maryland
$471K +$28.1K +214 +6%