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Name Holding Trade Value Shares
Change
Change in
Stake
RA
2326
Riversedge Advisors
Delaware
$224K +$15K +39 +7%
CFP
2327
Cascade Financial Partners
California
$224K -$5.78K -15 -3%
SHFA
2328
SS&H Financial Advisors
Michigan
$223K -$385K -1,000 -63%
VCM
2329
Vivaldi Capital Management
Illinois
$223K -$17.7K -46 -7%
SFG
2330
Sunburst Financial Group
Alabama
$222K -$7.71K -20 -3%
FFWA
2331
FRG Family Wealth Advisors
Washington
$222K
TA
2332
TFG Advisers
Michigan
$222K +$3.85K +10 +2%
BI
2333
Bolthouse Investments
California
$221K
CWS
2334
Cypress Wealth Services
California
$221K +$1.54K +4 +0.7%
WG
2335
Welch Group
Alabama
$220K +$10K +26 +5%
CFS
2336
CGC Financial Services
Oregon
$219K
DWP
2337
Destiny Wealth Partners
Florida
$219K +$218K +567 New
BSSFA
2338
Baron Silver Stevens Financial Advisors
Florida
$219K +$218K +567 New
Members Trust
2339
Members Trust
Florida
$219K +$218K +566 New
BHBT
2340
Burke & Herbert Bank & Trust
Virginia
$219K
OAM
2341
Oak Asset Management
California
$218K
MWP
2342
Madison Wealth Partners
Wisconsin
$218K +$217K +564 New
CWA
2343
Centennial Wealth Advisory
Michigan
$218K +$217K +563 New
SWA
2344
Sax Wealth Advisors
New Jersey
$217K +$217K +562 New
GTAM
2345
Global Trust Asset Management
Florida
$217K -$32.4K -84 -13%
MM
2346
MQS Management
New York
$216K +$215K +559 New
HIA
2347
Harbor Investment Advisory
Maryland
$215K -$11.6K -30 -5%
OFW
2348
Omnia Family Wealth
Florida
$215K +$214K +556 New
WCM
2349
Winthrop Capital Management
Indiana
$215K -$4.24K -11 -2%
WMP
2350
Wealth Management Partners
Arizona
$214K -$10K -26 -4%