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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2426
CPA Asset Management
Florida
$224K +$233K +2,207 New
WAG
2427
Windsor Advisory Group
Ohio
$223K -$108K -1,021 -32%
WMP
2428
Wealth Management Partners
Arizona
$223K +$21.6K +205 +10%
PIAS
2429
PCA Investment Advisory Services
Ohio
$223K +$233K +2,203 New
VFP
2430
Verus Financial Partners
Virginia
$223K +$16.4K +155 +8%
ORC
2431
O'Rourke & Company
Massachusetts
$223K -$634 -6 -0.3%
KCM
2432
Kathmere Capital Management
Pennsylvania
$223K +$32K +303 +16%
JHCP
2433
Jackson Hole Capital Partners
Oklahoma
$223K +$232K +2,202 New
PIA
2434
Perennial Investment Advisors
California
$223K +$15.2K +144 +7%
AAMC
2435
Asset Allocation & Management Company
Illinois
$222K
TWA
2436
Tandem Wealth Advisors
Arizona
$221K
OR
2437
Olympiad Research
Connecticut
$221K +$230K +2,181 New
EA
2438
Echo45 Advisors
California
$221K -$15.3K -145 -6%
UW
2439
Unique Wealth
Florida
$220K +$634 +6 +0.3%
4WM
2440
44 Wealth Management
Oregon
$220K -$5.49K -52 -2%
TIA
2441
Traphagen Investment Advisors
New Jersey
$220K +$7.6K +72 +3%
DT
2442
Daniels + Tansey
Delaware
$219K
TWM
2443
Tolleson Wealth Management
Texas
$219K
KBFS
2444
Kohmann Bosshard Financial Services
Ohio
$219K
MW
2445
MBL Wealth
North Carolina
$218K -$185K -1,748 -45%
MPW
2446
MGO Private Wealth
California
$218K -$5.07K -48 -2%
PFG
2447
PAX Financial Group
Texas
$218K -$28.9K -274 -11%
RIM
2448
Rockbridge Investment Management
New York
$217K -$106K -1,000 -32%
CWM
2449
Castle Wealth Management
Florida
$216K -$7.81K -74 -3%
CCA
2450
Cottonwood Capital Advisors
Utah
$216K -$3.38K -32 -1%