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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1601
Joel Isaacson & Co
New York
$668K +$116K +73 +28%
TWP
1602
Triad Wealth Partners
Kansas
$668K +$269K +169 +71%
MAS
1603
Meeder Advisory Services
Ohio
$667K +$41.4K +26 +8%
PWM
1604
Purus Wealth Management
California
$664K +$33.4K +21 +7%
DAS
1605
Daybright Advisory Services
Florida
$664K +$1.59K +1 +0.2%
BWM
1606
Baron Wealth Management
Michigan
$662K +$9.55K +6 +2%
EW
1607
Evexia Wealth
Wisconsin
$660K -$283K -178 -31%
MSFS
1608
Main Street Financial Solutions
Pennsylvania
$660K -$44.6K -28 -8%
E
1609
Entelevest
Florida
$659K -$89.1K -56 -14%
QPWM
1610
Quadrant Private Wealth Management
Pennsylvania
$657K +$66.9K +42 +15%
MWM
1611
Mindset Wealth Management
Indiana
$651K -$255K -160 -33%
CIG
1612
Cascade Investment Group
Colorado
$651K
TBA
1613
Tower Bridge Advisors
Pennsylvania
$651K
TWM
1614
Tanager Wealth Management
United Kingdom
$649K +$33.4K +21 +7%
BPW
1615
BLVD Private Wealth
Kentucky
$649K +$159K +100 +44%
CWM
1616
Centurion Wealth Management
Virginia
$647K -$234K -147 -31%
TM
1617
TigerOak Management
New Mexico
$645K
KC
1618
Knuff & Co
California
$643K -$71.6K -45 -12%
FHWM
1619
Fox Hill Wealth Management
Massachusetts
$643K -$20.7K -13 -4%
LFS
1620
Legacy Financial Strategies
Kansas
$643K +$50.9K +32 +11%
BAAM
1621
Baker Avenue Asset Management
California
$642K +$113K +71 +28%
AIM
1622
Avity Investment Management
Connecticut
$637K -$210K -132 -29%
AA
1623
Advisory Alpha
Michigan
$635K +$118K +74 +30%
SFA
1624
Souders Financial Advisors
Ohio
$635K +$6.37K +4 +1%
AV
1625
Alamea Verwaltungs
New Jersey
$635K +$508K +319 New