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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1526
Main Street Financial Solutions
Pennsylvania
$1.16M +$100K +342 +10%
AWM
1527
Avior Wealth Management
Nebraska
$1.16M -$448K -1,525 -29%
MLA
1528
MB, Levis & Associates
Pennsylvania
$1.16M +$8.23K +28 +0.8%
QPWM
1529
Quadrant Private Wealth Management
Pennsylvania
$1.16M +$19.1K +65 +2%
BFWM
1530
Bright Futures Wealth Management
New York
$1.15M +$19.1K +65 +2%
RFA
1531
Resurgent Financial Advisors
Georgia
$1.14M -$102K -348 -9%
TC
1532
TAGStone Capital
North Carolina
$1.14M +$11.5K +39 +1%
W
1533
Wealthquest
Ohio
$1.14M +$3.52K +12 +0.3%
SEIA
1534
Signature Estate & Investment Advisors
California
$1.14M +$258K +878 +32%
SMWM
1535
Silvia McColl Wealth Management
California
$1.14M -$2.06K -7 -0.2%
MMHP
1536
Murphy Middleton Hinkle & Parker
Georgia
$1.14M -$32.3K -110 -3%
WWM
1537
Western Wealth Management
Colorado
$1.14M -$460K -1,565 -30%
MKC
1538
M. Kraus & Co
Vermont
$1.13M -$2.94K -10 -0.3%
SSI
1539
Scott & Selber Inc
Texas
$1.13M +$7.34K +25 +0.7%
CD
1540
Chapin Davis
Maryland
$1.13M +$82.8K +282 +8%
WP
1541
Westmount Partners
California
$1.13M -$53.8K -183 -5%
NIC
1542
Northwest Investment Counselors
Oregon
$1.13M
BG
1543
Bollard Group
Massachusetts
$1.13M +$7.64K +26 +0.7%
LCWP
1544
Legacy Capital Wealth Partners
Arkansas
$1.12M -$2.05M -6,978 -66%
WDG
1545
Wealth Dimensions Group
Ohio
$1.12M -$36.7K -125 -3%
HKAM
1546
Horizon Kinetics Asset Management
New York
$1.12M -$23.5K -80 -2%
AFS
1547
Access Financial Services
Minnesota
$1.12M -$245K -833 -19%
DG
1548
DMC Group
Alabama
$1.12M -$16.2K -55 -2%
LGA
1549
Lebenthal Global Advisors
New York
$1.12M +$44.4K +151 +4%
LF
1550
Lee Financial
Texas
$1.12M -$58.5K -199 -5%