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Name Holding Trade Value Shares
Change
Change in
Stake
SA
3901
Sicart Associates
New York
$1.12M
CSWM
3902
Cassady Schiller Wealth Management
Ohio
$1.12M +$343K +1,880 +46%
PWP
3903
Precedent Wealth Partners
Texas
$1.12M +$28.1K +154 +3%
CCG
3904
Chatham Capital Group
Georgia
$1.11M +$22.4K +123 +2%
VC
3905
Veery Capital
Delaware
$1.11M +$5.84K +32 +0.5%
DACG
3906
Donor Advised Charitable Giving
California
$1.11M
KGC
3907
Kennon-Green & Company
Ohio
$1.11M +$4.38K +24 +0.4%
FNWA
3908
Financial Network Wealth Advisors
Utah
$1.1M +$41.4K +227 +4%
CWM
3909
Compass Wealth Management
Connecticut
$1.1M -$10.9K -60 -1%
CPCM
3910
Cardinal Point Capital Management
Ontario, Canada
$1.1M +$458K +2,512 +74%
PWA
3911
Provenance Wealth Advisors
Florida
$1.1M -$41.1K -225 -4%
MF
3912
Meridian Financial
Massachusetts
$1.1M -$2.92K -16 -0.3%
CMBA
3913
C.M. Bidwell & Associates
Hawaii
$1.1M -$23.7K -130 -2%
RI
3914
Ridgewood Investments
New Jersey
$1.1M -$799K -4,380 -43%
HCA
3915
Heck Capital Advisors
Wisconsin
$1.1M -$31.9K -175 -3%
VPP
3916
Vertex Planning Partners
Illinois
$1.1M +$24.3K +133 +2%
SHFP
3917
Second Half Financial Partners
Florida
$1.09M +$1.07M +5,874 New
EAM
3918
Everstar Asset Management
North Carolina
$1.09M +$1.07M +5,861 New
JWM
3919
JFG Wealth Management
Colorado
$1.09M +$384K +2,107 +56%
NJBEST
3920
New Jersey Better Educational Savings Trust
New Jersey
$1.09M
ACM
3921
Absolute Capital Management
Pennsylvania
$1.09M +$747K +4,096 +234%
VFPW
3922
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.09M +$263K +1,444 +33%
CF
3923
Corrigan Financial
Rhode Island
$1.08M -$9.67K -53 -0.9%
TWM
3924
Trueblood Wealth Management
Ohio
$1.08M -$23.9K -131 -2%
NWA
3925
Navis Wealth Advisors
New York
$1.08M +$207K +1,137 +24%