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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2501
Milestone Asset Management
Pennsylvania
$210K -$101K -208 -35%
CWM
2502
Cherrydale Wealth Management
New Jersey
$210K +$183K +378 New
CAS
2503
Coppell Advisory Solutions
Texas
$210K +$183K +378 New
TWP
2504
Tempus Wealth Planning
California
$209K +$183K +377 New
RA
2505
Rise Advisors
New York
$209K -$1.45K -3 -0.8%
CG
2506
Corundum Group
Colorado
$209K +$183K +377 New
IWN
2507
Independent Wealth Network
Iowa
$209K +$183K +377 New
WP
2508
WMS Partners
Maryland
$209K -$78.4K -162 -30%
KA
2509
Kerrisdale Advisers
Florida
$208K +$182K +375 New
SAM
2510
Synergy Asset Management
Washington
$208K +$182K +375 New
CWA
2511
Centennial Wealth Advisory
Michigan
$208K +$181K +374 New
CICC
2512
Capital Investment Counsel (Colorado)
Colorado
$208K -$29.1K -60 -14%
RCM
2513
Requisite Capital Management
Texas
$207K +$181K +373 New
SCM
2514
SOL Capital Management
Maryland
$207K +$181K +373 New
RA
2515
Riversedge Advisors
Delaware
$206K -$97.3K -201 -35%
A
2516
AJOVista
Massachusetts
$206K +$179K +370 New
WQ
2517
Wealth Quarterback
New Jersey
$206K +$179K +370 New
SFA
2518
Source Financial Advisors
New York
$205K +$179K +369 New
SM
2519
Sweeney & Michel
California
$205K +$175K +362 New
AA
2520
Alesco Advisors
New York
$204K +$178K +368 New
CIG
2521
Cascade Investment Group
Colorado
$204K -$70.7K -146 -28%
BIM
2522
Breakwater Investment Management
Washington
$204K +$43.1K +89 +32%
HFP
2523
Holistic Financial Partners
Indiana
$203K -$19.9K -41 -10%
FMII
2524
Farmers & Merchants Investments Inc
Nebraska
$202K -$124K -257 -41%
CWM
2525
Castle Wealth Management
Florida
$202K +$176K +364 New