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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1701
Advisory Alpha
Michigan
$324K +$75.4K +55 +29%
EWS
1702
Evergreen Wealth Solutions
Pennsylvania
$324K -$28.8K -21 -8%
GPI
1703
General Partner Inc
Pennsylvania
$324K
Nisa Investment Advisors
1704
Nisa Investment Advisors
Missouri
$324K +$19.2K +14 +6%
AL
1705
Aspiriant LLC
California
$324K +$34.3K +25 +11%
CFP
1706
Catalyst Financial Partners
Massachusetts
$324K +$336K +245 New
BFS
1707
BridgePort Financial Solutions
Iowa
$323K -$13.7K -10 -4%
PAM
1708
PCG Asset Management
New Jersey
$321K
TDB
1709
Thompson David Blair
$321K +$333K +243 New
LWM
1710
Liberty Wealth Management
California
$320K +$52.1K +38 +19%
CBB
1711
Citizens Business Bank
California
$318K -$19.2K -14 -5%
NCG
1712
Newport Capital Group
New Jersey
$318K +$46.6K +34 +16%
MAG
1713
Meadowbrook Advisors Group
New Jersey
$317K +$11K +8 +3%
TWP
1714
Triad Wealth Partners
Kansas
$314K +$326K +238 New
PNC
1715
Park National Corp
Ohio
$314K -$241K -176 -43%
PWA
1716
Pitcairn Wealth Advisors
Pennsylvania
$313K +$402K +293 New
LCA
1717
Legend Capital Advisors
New York
$313K
CAM
1718
CPA Asset Management
Florida
$312K
PMSA
1719
Patrick M. Sweeney & Associates
Illinois
$312K
GPW
1720
Gentry Private Wealth
Kansas
$310K
WPWM
1721
Western Pacific Wealth Management
Illinois
$310K
CFFP
1722
Center for Financial Planning
Michigan
$309K -$31.5K -23 -9%
MVF
1723
Markin Volterra Fund
New York
$309K -$42.5K -31 -12%
LW
1724
Livet Wealth
Utah
$309K +$2.74K +2 +0.9%
SP
1725
Stablepoint Partners
Massachusetts
$309K +$4.11K +3 +1%