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Name Holding Trade Value Shares
Change
Change in
Stake
WWP
4101
Waypoint Wealth Partners
California
$333K
PPWM
4102
PFG Private Wealth Management
Florida
$333K -$37.5K -280 -10%
MAWAG
4103
Mid-American Wealth Advisory Group
Missouri
$333K -$1.18M -8,817 -77%
HI
4104
Hendershot Investments
Virginia
$333K -$24K -179 -6%
CW
4105
Cook Wealth
North Carolina
$333K
AA
4106
Axiom Advisory
California
$332K +$2.68K +20 +0.8%
FAM
4107
Frontier Asset Management
Wyoming
$331K +$8.84K +66 +3%
CCG
4108
Capital CS Group
California
$331K +$349K +2,606 New
MIAS
4109
Mason Investment Advisory Services
Virginia
$331K -$4.56K -34 -1%
MAM
4110
McCarthy Asset Management
California
$331K
CIG
4111
Cairn Investment Group
Washington
$329K
LSC
4112
Lesa Sroufe & Co
Washington
$328K -$2.95K -22 -0.8%
EWP
4113
Elevation Wealth Partners
California
$327K +$134 +1 +0%
GWA
4114
GGM Wealth Advisors
Maryland
$326K
RBC
4115
Roble Belko & Company
Pennsylvania
$326K -$13.4K -100 -4%
CAM
4116
CPA Asset Management
Florida
$325K +$34.8K +260 +11%
SWRP
4117
Summit Wealth & Retirement Planning
California
$325K
GB
4118
Goepper Burkhardt
South Carolina
$324K +$5.09K +38 +2%
GSC
4119
G&S Capital
Colorado
$321K +$23.7K +177 +8%
TCM
4120
Triumph Capital Management
Colorado
$321K -$384K -2,867 -53%
CCM
4121
Check Capital Management
California
$320K
SPI
4122
Sutton Place Investors
New York
$320K +$52K +388 +18%
JGIA
4123
Jackson Grant Investment Advisers
Connecticut
$319K
DSN
4124
D. Scott Neal
Kentucky
$319K +$3.48K +26 +1%
ICA
4125
Infrastructure Capital Advisors
New York
$318K +$279K +2,084 +500%