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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1401
Sunburst Financial Group
Alabama
$624K +$127K +321 +26%
RWM
1402
Rockline Wealth Management
New York
$623K – – –
SAI
1403
Systematic Alpha Investments
New Jersey
$622K – – –
MAWA
1404
Moss Adams Wealth Advisors
Washington
$620K +$22.6K +57 +4%
WA
1405
Waddell & Associates
Tennessee
$616K +$134K +339 +28%
SIA
1406
Spectrum Investment Advisors
Wisconsin
$615K +$613K +1,549 New
LSWP
1407
Liberty Square Wealth Partners
Pennsylvania
$615K -$90.2K -228 -13%
BHPW
1408
Beverly Hills Private Wealth
California
$612K -$446K -1,128 -42%
SA
1409
SPWM Advisors
Michigan
$612K -$158K -399 -20%
IIC
1410
Integrated Investment Consultants
Michigan
$610K – – –
ST
1411
Smithfield Trust
Pennsylvania
$610K +$9.89K +25 +2%
MA
1412
Mutual Advisors
Nebraska
$608K +$7.52K +19 +1%
LW
1413
Libra Wealth
California
$608K +$9.1K +23 +2%
RDFA
1414
Ritter Daniher Financial Advisory
Ohio
$608K -$55.8K -141 -8%
GL
1415
Gerber LLC
Ohio
$607K +$396 +1 +0.1%
FPL
1416
Fortress Private Ledger
North Carolina
$604K -$140K -354 -19%
MFA
1417
Mayflower Financial Advisors
Massachusetts
$600K +$72.8K +184 +14%
MSFS
1418
Main Street Financial Solutions
Pennsylvania
$598K +$348K +878 +140%
CFO
1419
Cambient Family Office
Michigan
$598K +$9.5K +24 +2%
HI
1420
Harrington Investments
California
$595K – – –
B
1421
BetterWealth
California
$594K -$792 -2 -0.1%
DWM
1422
Drive Wealth Management
Utah
$593K +$85.5K +216 +17%
IIL
1423
Income Insurance Ltd
$588K – – –
PA
1424
Procyon Advisors
Connecticut
$585K +$38.4K +97 +7%
GRR
1425
Golden Reserve Retirement
Ohio
$582K +$580K +1,466 New