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Name Holding Trade Value Shares
Change
Change in
Stake
FFC
4501
Frederick Financial Consultants
Maryland
$843K +$171K +788 +22%
SPL
4502
Smart Portfolios LLC
Washington
$842K -$7.59K -35 -0.8%
PPW
4503
Presilium Private Wealth
Pennsylvania
$841K +$13.7K +63 +1%
CIS
4504
Continental Investors Services
Washington
$841K +$98.7K +455 +11%
SWM
4505
Selective Wealth Management
Virginia
$839K -$61K -281 -6%
FFS
4506
Flavin Financial Services
Florida
$839K +$88.5K +408 +10%
HFA
4507
High Falls Advisors
New York
$838K +$12.4K +57 +1%
LOAMU
4508
Lombard Odier Asset Management (USA)
New York
$837K -$21.7K -100 -2%
FGWP
4509
Founders Grove Wealth Partners
Virginia
$837K +$21.7K +100 +2%
SFS
4510
Sharp Financial Services
Pennsylvania
$834K +$226K +1,043 +31%
HPIA
4511
Hamilton Point Investment Advisors
North Carolina
$833K
GWM
4512
Global Wealth Management
New Jersey
$831K
FWM
4513
FMB Wealth Management
California
$831K +$78.8K +363 +9%
KTA
4514
Keeley-Teton Advisors
Illinois
$830K
LFG
4515
Lockerman Financial Group
California
$827K +$12.6K +58 +1%
KNFPWM
4516
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$825K +$161K +740 +21%
CAG
4517
Compass Advisory Group
New York
$823K +$80.3K +370 +9%
HI
4518
Humankind Investments
New York
$822K -$43K -198 -4%
LW
4519
Lauer Wealth
Indiana
$819K +$948K +4,370 New
TCM
4520
Towercrest Capital Management
Pennsylvania
$819K -$373K -1,721 -29%
APW
4521
Acima Private Wealth
Virginia
$819K
SR
4522
Syntax Research
Florida
$818K
CWIG
4523
Chung Wu Investment Group
Texas
$817K -$141K -650 -13%
LW
4524
Libra Wealth
California
$817K -$217K -1,000 -19%
AWM
4525
Aberdeen Wealth Management
Illinois
$817K