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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2326
Wolverine Asset Management
Illinois
$194K -$35.7K -328 -16%
CWP
2327
Concord Wealth Partners
Virginia
$194K +$192K +1,769 New
SWM
2328
Sugarloaf Wealth Management
Georgia
$193K – – –
GFPC
2329
Global Financial Private Client
Florida
$191K +$3.26K +30 +2%
FMP
2330
Financial Management Professionals
Texas
$189K +$5.54K +51 +3%
M
2331
MOTCO
Texas
$188K -$7.72K -71 -4%
BDWM
2332
Brewin Dolphin Wealth Management
Ireland
$187K – – –
SWA
2333
Safir Wealth Advisors
New Hampshire
$186K +$185K +1,700 New
BFG
2334
Baron Financial Group
New Jersey
$186K – – –
HFA
2335
Hoover Financial Advisors
Pennsylvania
$184K +$182K +1,670 New
CWM
2336
Curi Wealth Management
North Carolina
$172K +$171K +1,574 New
SAS
2337
Stelac Advisory Services
New York
$170K +$34.2K +315 +25%
VCG
2338
Vantage Consulting Group
Virginia
$168K +$167K +1,536 New
CSC
2339
Cove Street Capital
California
$164K – – –
PS
2340
Planned Solutions
California
$163K -$136K -1,250 -46%
FPW
2341
Flagship Private Wealth
Massachusetts
$162K +$154K +1,417 New
OAJ
2342
Ogorek Anthony Joseph
New York
$160K – – –
TC
2343
Tacita Capital
Ontario, Canada
$160K +$159K +1,463 New
SIS
2344
Sound Income Strategies
Florida
$159K +$1.96K +18 +1%
JWM
2345
Janiczek Wealth Management
Colorado
$154K +$132K +1,214 +619%
GWS
2346
Glassman Wealth Services
Virginia
$153K +$17.9K +165 +13%
SWA
2347
SOA Wealth Advisors
New York
$149K +$129K +1,190 New
AWG
2348
Altus Wealth Group
Colorado
$149K +$148K +1,362 New
CFD
2349
Creative Financial Designs
Indiana
$146K -$6.74K -62 -4%
CT
2350
Clearstead Trust
Maine
$146K – – –