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Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
1801
Zullo Investment Group
Pennsylvania
$7.11M +$266K +1,720 +4%
MWA
1802
MFA Wealth Advisors
Pennsylvania
$7.11M +$720K +4,660 +12%
DLG
1803
Daniel L. Goodwin
$7.08M +$130K +840 +2%
TPWA
1804
TRUE Private Wealth Advisors
Oregon
$7.07M +$677K +4,380 +8%
VA
1805
Valmark Advisers
Ohio
$7.05M +$399K +2,580 +6%
CAL
1806
Capital Analysts LLC
Pennsylvania
$7.04M -$266K -1,720 -4%
ZF
1807
Zhang Financial
Michigan
$7.04M -$287K -1,860 -4%
AMG
1808
Asset Management Group
Connecticut
$7.04M +$58.7K +380 +0.9%
RWP
1809
RWA Wealth Partners
Massachusetts
$7.03M +$30.9K +200 +0.5%
RSVP
1810
Ramsay Stattman Vela & Price
Colorado
$7.03M +$6.66M +43,120 New
WAP
1811
Wealthcare Advisory Partners
Pennsylvania
$7.02M +$24.7K +160 +0.4%
MW
1812
Marcum Wealth
Ohio
$7.02M +$1.67M +10,800 +33%
WI
1813
WrapManager Inc
California
$7.02M +$328K +2,120 +5%
FWP
1814
FAS Wealth Partners
Kansas
$7.01M +$643K +4,160 +11%
BCPWM
1815
Bradley & Co Private Wealth Management
Florida
$7.01M +$603K +3,900 +10%
WMSA
1816
Weiss Multi-Strategy Advisers
New York
$7M +$6.63M +42,920 New
CCFP
1817
Charles Carroll Financial Partners
Massachusetts
$6.99M -$371K -2,400 -5%
SEEDPG
1818
S.E.E.D. Planning Group
New York
$6.99M -$525K -3,400 -7%
BWA
1819
Blodgett Wealth Advisors
California
$6.98M +$569K +3,680 +9%
PWPS
1820
Pinnacle Wealth Planning Services
Ohio
$6.97M -$464K -3,000 -7%
EE
1821
EWG Elevate
California
$6.94M +$5.53M +35,820 +530%
NWM
1822
NEIRG Wealth Management
Massachusetts
$6.92M -$324K -2,100 -5%
WFG
1823
Wills Financial Group
Virginia
$6.92M -$155K -1,000 -2%
IIC
1824
Ironwood Investment Counsel
Arizona
$6.89M +$439K +2,840 +7%
FPAS
1825
Focus Partners Advisor Solutions
Missouri
$6.88M +$6.52M +42,180 New