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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
2076
Cedar Brook Financial Partners
Ohio
$231K -$11.3K -49 -5%
IP
2077
Investment Partners
Ohio
$231K +$689 +3 +0.3%
LFA
2078
Landmark Financial Advisors
Kentucky
$231K +$211K +918 New
BCMO
2079
Buckingham Capital Management (Ohio)
Ohio
$230K – – –
CCM
2080
Conway Capital Management
California
$230K -$17.2K -75 -7%
CCM
2081
Condor Capital Management
New Jersey
$228K – – –
H6H
2082
Hightower 6M Holding
Kansas
$226K +$215K +935 New
JF
2083
JSF Financial
California
$225K +$213K +929 New
9WM
2084
9258 Wealth Management
Ohio
$223K -$3.68K -16 -2%
SWP
2085
Summit Wealth Partners
Florida
$223K – – –
SIC
2086
Sigma Investment Counselors
Michigan
$222K -$2.07K -9 -1%
AT
2087
American Trust
Kentucky
$222K +$211K +917 New
VF
2088
Virtu Financial
New York
$222K +$211K +918 New
TNA
2089
True North Advisors
Texas
$221K -$245K -1,068 -54%
SIA
2090
Soltis Investment Advisors
Utah
$221K -$218K -950 -51%
FWM
2091
Fortress Wealth Management
California
$221K – – –
MHR
2092
Matthew Hamilton Rosenberg
$220K – – –
WCFA
2093
Walkner Condon Financial Advisors
Wisconsin
$220K +$209K +911 New
AWM
2094
Abound Wealth Management
Tennessee
$220K – – –
EIG
2095
Ellenbecker Investment Group
Wisconsin
$219K +$919 +4 +0.4%
E
2096
Ergoteles
New York
$219K +$208K +906 New
TCB
2097
Texas Capital Bancshares
Texas
$218K -$122K -531 -37%
KA
2098
Klingman & Associates
New York
$218K -$114K -494 -35%
SWM
2099
SFG Wealth Management
Maryland
$218K – – –
EWM
2100
EPG Wealth Management
Georgia
$218K +$207K +900 New