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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
3576
ForthRight Wealth Management
Georgia
$486K +$455K +4,710 New
RFA
3577
Register Financial Advisors
Georgia
$486K -$23.7K -245 -5%
OFP
3578
OLIO Financial Planning
Virginia
$486K +$21.3K +220 +5%
DCM
3579
Driehaus Capital Management
Illinois
$486K -$25.8K -267 -5%
GIA
3580
GHP Investment Advisors
Colorado
$486K -$32.7K -338 -7%
AFP
3581
Alpha Financial Partners
Kentucky
$485K -$30.2K -313 -6%
PCFFS
3582
Pacific Center for Financial Services
California
$485K +$454K +4,698 New
FAM
3583
Flaharty Asset Management
Florida
$485K -$6.86K -71 -1%
OPPS
3584
Obsidian Personal Planning Solutions
Maryland
$483K -$94.7K -980 -17%
HA
3585
HC Advisors
Georgia
$483K -$57.3K -593 -11%
LGA
3586
Lebenthal Global Advisors
New York
$482K -$24.3K -251 -5%
OGF
3587
Orin Green Financial
California
$482K -$13.1K -136 -3%
KA
3588
Kearns & Associates
California
$481K
RA
3589
Ruggaard & Associates
Ohio
$481K +$450K +4,656 New
MA
3590
MBA Advisors
Pennsylvania
$481K +$25K +259 +6%
CSIA
3591
Charles Schwab Investment Advisory
California
$480K +$55.3K +572 +14%
SFG
3592
Sterling Financial Group
California
$480K
HCA
3593
Hyperion Capital Advisors
New York
$479K
LCM
3594
LVM Capital Management
Michigan
$479K
CCA
3595
Catalyst Capital Advisors
New York
$479K -$145K -1,503 -24%
APW
3596
Acima Private Wealth
Virginia
$479K +$162K +1,676 +57%
FDDB
3597
Fidelity D&D Bancorp
Pennsylvania
$478K +$256K +2,649 New
SPW
3598
Sonoma Private Wealth
California
$478K +$8.7K +90 +2%
CIA
3599
Caerus Investment Advisors
Texas
$477K -$141K -1,463 -24%
AWM
3600
Aprio Wealth Management
Georgia
$475K +$77.6K +803 +21%