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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
4201
Centricity Wealth Management
Ohio
$1.39M -$16K -81 -1%
SWM
4202
SK Wealth Management
Rhode Island
$1.39M +$3.76K +19 +0.3%
BHWM
4203
Beaird Harris Wealth Management
Texas
$1.39M +$110K +554 +10%
CCM
4204
Colorado Capital Management
Colorado
$1.39M +$132K +667 +12%
GC
4205
Gibson Capital
Pennsylvania
$1.39M -$117K -592 -9%
HFS
4206
Heritage Financial Services
Massachusetts
$1.38M +$8.31K +42 +0.7%
PCM
4207
PAR Capital Management
Massachusetts
$1.38M +$732K +3,700 +142%
ICMM
4208
Integrated Capital Management (Michigan)
Michigan
$1.38M -$36.2K -183 -3%
GSC
4209
G&S Capital
Colorado
$1.38M -$24.7K -125 -2%
BBPWM
4210
Blue Bell Private Wealth Management
Pennsylvania
$1.38M +$56.4K +285 +5%
KGC
4211
Kennon-Green & Company
Ohio
$1.38M +$16.2K +82 +1%
LSA
4212
Lansing Street Advisors
Pennsylvania
$1.38M +$407K +2,055 +49%
TL
4213
Tradewinds LLC
North Carolina
$1.38M -$10.1M -51,168 -89%
MWA
4214
Merkkuri Wealth Advisors
New York
$1.38M -$204K -1,030 -14%
WFPG
4215
Waller Financial Planning Group
Ohio
$1.37M -$68.9K -348 -5%
RLIM
4216
Red Lighthouse Investment Management
New York
$1.37M +$8.11K +41 +0.7%
RSWA
4217
Robinson Smith Wealth Advisors
Maine
$1.37M +$51.1K +258 +4%
MWM
4218
Mascoma Wealth Management
New Hampshire
$1.37M -$37.6K -190 -3%
BA
4219
BIP Alliance
Georgia
$1.37M +$28.7K +145 +2%
CWM
4220
Collaborative Wealth Management
Florida
$1.36M -$3.96K -20 -0.3%
CWM
4221
Compass Wealth Management
Connecticut
$1.36M +$38.8K +196 +3%
LWM
4222
Lionshead Wealth Management
New York
$1.36M +$16.8K +85 +1%
VCAM
4223
Van Cleef Asset Management
Ohio
$1.36M -$21.6K -109 -2%
CAP
4224
Columbia Advisory Partners
Washington
$1.36M -$2.77K -14 -0.2%
DFP
4225
Defined Financial Planning
California
$1.36M -$101K -508 -8%