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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1901
Cardiff Park Advisors
California
$448K +$494K +790 New
WPC
1902
Wedmont Private Capital
Pennsylvania
$448K +$542K +867 New
SCA
1903
Southern Capital Advisors
Tennessee
$447K +$493K +789 New
SFP
1904
Sandbox Financial Partners
Maryland
$446K +$6.25K +10 +1%
MTWM
1905
Masso Torrence Wealth Management
New Jersey
$446K +$492K +787 New
PS
1906
Planned Solutions
California
$445K +$490K +784 New
SAM
1907
Secure Asset Management
Michigan
$444K +$73.8K +118 +18%
RWB
1908
RMR Wealth Builders
New Jersey
$443K -$428K -684 -47%
SVWAG
1909
Sound View Wealth Advisors Group
Georgia
$441K -$64.4K -103 -12%
VCM
1910
Vigilant Capital Management
Maine
$441K +$438K +700 +897%
FP
1911
Foundry Partners
Minnesota
$439K
AWA
1912
Aaron Wealth Advisors
Illinois
$439K +$83.8K +134 +21%
PWS
1913
Precision Wealth Strategies
Missouri
$438K +$91.3K +146 +23%
VST
1914
Van Strum & Towne
California
$437K -$12.5K -20 -3%
ACM
1915
Argent Capital Management
Missouri
$437K
AAM
1916
Auxier Asset Management
Oregon
$437K
ZIG
1917
Zullo Investment Group
Pennsylvania
$436K +$480K +768 New
SHGA
1918
Sand Hill Global Advisors
California
$434K -$15.6K -25 -3%
KWA
1919
KCS Wealth Advisory
California
$434K
MGAM
1920
McGowan Group Asset Management
Texas
$434K +$43.1K +69 +10%
WA
1921
WESPAC Advisors
California
$433K -$16.3K -26 -3%
OR
1922
Olympiad Research
Connecticut
$433K +$249K +399 +110%
TPM
1923
Triasima Portfolio Management
Quebec, Canada
$430K +$32.5K +52 +7%
CA
1924
Centerpoint Advisors
Massachusetts
$425K
FMWA
1925
Forvis Mazars Wealth Advisors
Missouri
$425K +$21.9K +35 +5%