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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
3626
Amplius Wealth Advisors
Pennsylvania
$3.17M -$339K -1,483 -10%
APW
3627
Alliance Private Wealth
Massachusetts
$3.17M +$3.04M +13,286 New
RWM
3628
Riverbend Wealth Management
South Carolina
$3.17M +$289K +1,263 +10%
LJHT
3629
Laurie J. Hall Trustee
$3.16M -$130K -570 -4%
CFP
3630
Comprehensive Financial Planning
Pennsylvania
$3.16M +$80.5K +352 +3%
OM
3631
OV Management
Minnesota
$3.16M -$48K -210 -2%
VWM
3632
Vivid Wealth Management
Iowa
$3.16M +$62K +271 +2%
STCOSD
3633
Sageworth Trust Company of South Dakota
South Dakota
$3.15M -$72.1K -315 -2%
ACGA
3634
Atlanta Consulting Group Advisors
Georgia
$3.15M +$876K +3,827 +39%
WF
3635
Whelan Financial
California
$3.15M +$30.9K +135 +1%
GCP
3636
Guardian Capital (Pennsylvania)
Pennsylvania
$3.15M +$3.12M +13,632 New
GFPC
3637
Global Financial Private Client
Florida
$3.14M +$91.3K +399 +3%
WAG
3638
Wiser Advisor Group
Arizona
$3.14M +$19.9K +87 +0.6%
DE
3639
DV Equities
Illinois
$3.14M +$3.11M +13,595 New
WC
3640
Wynn Capital
Georgia
$3.13M +$24.3K +106 +0.8%
CIG
3641
Cascade Investment Group
Colorado
$3.13M -$41.2K -180 -1%
MDA
3642
Minot DeBlois Advisors
Massachusetts
$3.13M -$50.6K -221 -2%
WH
3643
Willner & Heller
California
$3.13M -$14.6K -64 -0.5%
CFG
3644
Chapman Financial Group
Hawaii
$3.12M -$55.6K -243 -2%
TC
3645
Trust Company
Kansas
$3.12M +$576K +2,517 +23%
RWA
3646
Rooted Wealth Advisors
Illinois
$3.12M -$75K -328 -2%
WLPWM
3647
Walled Lake Planning & Wealth Management
Illinois
$3.12M +$43.2K +189 +1%
SCA
3648
St. Clair Advisors
Ohio
$3.12M -$2.97K -13 -0.1%
LI
3649
LVZ Inc
Michigan
$3.12M +$101K +441 +3%
EAN
3650
Excelsior Advisor Network
Colorado
$3.12M +$3.09M +13,496 New