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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2601
Capital Planning Advisors
California
$225K +$213K +721 New
WFAG
2602
Wescott Financial Advisory Group
Pennsylvania
$224K +$212K +719 New
CCAL
2603
City Center Advisors LLC
Michigan
$223K +$212K +717 New
ORG
2604
Optimist Retirement Group
Washington
$223K +$212K +717 New
NFP
2605
Narus Financial Partners
Utah
$223K +$211K +716 New
BP
2606
BCK Partners
New York
$223K -$100K -339 -32%
COCM
2607
Charter Oak Capital Management
New Hampshire
$223K +$211K +715 New
NC
2608
NBW Capital
Massachusetts
$222K +$211K +714 New
WIM
2609
Waverton Investment Management
United Kingdom
$222K +$211K +714 New
AIM
2610
Advyzon Investment Management
Illinois
$222K -$52.3K -177 -20%
JBA
2611
Johnson Bixby & Associates
Washington
$221K +$209K +709 New
ABTD
2612
Arvest Bank Trust Division
Oklahoma
$221K -$120K -406 -36%
WMA
2613
William Mack & Associates
Michigan
$221K +$209K +708 New
GWM
2614
Glass Wealth Management
Texas
$220K +$208K +705 New
BIM
2615
Baldwin Investment Management
Pennsylvania
$219K +$208K +704 New
BWM
2616
BlackDiamond Wealth Management
New York
$219K +$8.56K +29 +4%
NWA
2617
New World Advisors
Massachusetts
$219K +$208K +703 New
WF
2618
Wayfinding Financial
Washington
$219K +$208K +705 New
HGWM
2619
Horst & Graben Wealth Management
Oregon
$219K +$208K +703 New
SGCA
2620
Steel Grove Capital Advisors
Tennessee
$219K +$207K +702 New
KFA
2621
Krane Funds Advisors
New York
$219K -$42.2K -143 -17%
CWM
2622
CarsonAllaria Wealth Management
Illinois
$218K
MCI
2623
MRP Capital Investments
Georgia
$218K
EWA
2624
EQ Wealth Advisors
Texas
$218K +$207K +700 New
SHGA
2625
Sand Hill Global Advisors
California
$218K +$206K +699 New