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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
4451
QP Wealth Management
New Jersey
$1.41M -$2.23M -10,109 -60%
OA
4452
Oxbow Advisors
Texas
$1.41M -$203K -921 -12%
SWG
4453
Summit Wealth Group
Vermont
$1.41M +$229K +1,041 +18%
CA
4454
Crane Advisory
California
$1.41M +$23.1K +105 +2%
GSC
4455
G&S Capital
Colorado
$1.4M +$94.9K +431 +7%
SWM
4456
SK Wealth Management
Rhode Island
$1.4M +$32.6K +148 +2%
HAFS
4457
Hapanowicz & Associates Financial Services
Pennsylvania
$1.4M +$1.05M +4,775 +245%
FCG
4458
Fielder Capital Group
Tennessee
$1.4M -$99.3K -451 -6%
ACM
4459
Ashford Capital Management
Delaware
$1.4M
Cohen & Steers
4460
Cohen & Steers
New York
$1.4M
CFCS
4461
CDM Financial Counseling Services
Connecticut
$1.39M +$123K +559 +9%
SIC
4462
Samalin Investment Counsel
New York
$1.39M -$29.9K -136 -2%
SIC
4463
Sage Investment Counsel
Tennessee
$1.39M +$212K +964 +17%
CWA
4464
Cura Wealth Advisors
Illinois
$1.39M -$1.33M -6,028 -47%
AFO
4465
Arrowroot Family Office
California
$1.39M +$78.2K +355 +6%
VBFP
4466
Valtinson Bruner Financial Planning
Minnesota
$1.39M +$39K +177 +3%
1CP
4467
17 Capital Partners
Arizona
$1.39M -$423K -1,920 -22%
BFS
4468
Beacon Financial Strategies
North Carolina
$1.39M
CAG
4469
Cypress Advisory Group
Arizona
$1.39M
VCAM
4470
Van Cleef Asset Management
Ohio
$1.39M -$1.1K -5 -0.1%
QFPS
4471
Quantum Financial Planning Services
Washington
$1.38M -$85.2K -387 -5%
MMHP
4472
Murphy Middleton Hinkle & Parker
Georgia
$1.38M +$30.4K +138 +2%
KCM
4473
KRS Capital Management
Michigan
$1.38M -$37.2K -169 -2%
AM
4474
Atwater Malick
Pennsylvania
$1.38M -$9.91K -45 -0.7%
FF
4475
Formulate Financial
Florida
$1.38M -$42.1K -191 -3%