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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1926
Sound View Wealth Advisors Group
Georgia
$266K -$24.4K -60 -8%
FFG
1927
Ford Financial Group
California
$266K +$407 +1 +0.1%
CFS
1928
CRA Financial Services
New Jersey
$266K +$9.36K +23 +3%
CCG
1929
Coastwise Capital Group
California
$266K +$295K +726 New
MCM
1930
Monument Capital Management
Virginia
$264K +$293K +720 New
PPP
1931
Private Portfolio Partners
New Jersey
$264K +$1.63K +4 +0.6%
RCA
1932
Resonant Capital Advisors
Wisconsin
$262K +$65.5K +161 +29%
FAG
1933
Fortitude Advisory Group
Washington
$261K -$58.2K -143 -17%
OTL
1934
Oak Thistle LLC
New York
$260K +$289K +710 New
WP
1935
WMS Partners
Maryland
$259K +$102K +251 +55%
AWM
1936
Avaii Wealth Management
Wisconsin
$258K -$11.8K -29 -4%
WWP
1937
WR Wealth Planners
Missouri
$258K +$6.51K +16 +2%
AAM
1938
Auxier Asset Management
Oregon
$257K -$28.5K -70 -9%
CRWM
1939
Castle Rock Wealth Management
California
$254K -$380K -934 -59%
SAM
1940
Secure Asset Management
Michigan
$254K -$2.85K -7 -1%
KC
1941
Kenfarb & Co
Kentucky
$252K
GC
1942
Garde Capital
Washington
$252K +$6.11K +15 +2%
PPW
1943
Parcion Private Wealth
Washington
$251K -$71.2K -175 -22%
QPW
1944
Quantum Private Wealth
Florida
$251K -$67.2K -165 -19%
CGA
1945
Crescent Grove Advisors
Illinois
$251K
LP
1946
LGL Partners
Pennsylvania
$251K
SFG
1947
Summit Financial Group
West Virginia
$251K
MA
1948
MONECO Advisors
Connecticut
$250K -$7.73K -19 -3%
CWP
1949
Concord Wealth Partners
Virginia
$250K +$193K +473 +224%
AIP
1950
Almanack Investment Partners
Pennsylvania
$249K -$814 -2 -0.3%