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Name Holding Trade Value Shares
Change
Change in
Stake
FOFP
1601
Fee-Only Financial Planning
South Carolina
$238K
KA
1602
Klingman & Associates
New York
$238K +$42.2K +1,480 +23%
MA
1603
MONECO Advisors
Connecticut
$238K -$3.45K -121 -1%
TL
1604
Tradewinds LLC
North Carolina
$236K +$1.23K +43 +0.5%
MPIA
1605
Milestones Private Investment Advisors
New York
$236K +$285 +10 +0.1%
AA
1606
Altman Advisors
Illinois
$235K
GCP
1607
GSA Capital Partners
United Kingdom
$235K -$2.29M -80,205 -91%
GWMR
1608
GC Wealth Management RIA
Massachusetts
$233K -$1.49M -52,202 -87%
NG
1609
Northstar Group
New York
$232K -$6.51K -228 -3%
LSIA
1610
LaSalle St. Investment Advisors
Illinois
$232K +$21.2K +744 +11%
SC
1611
Searle & Co
Connecticut
$232K
GAFA
1612
Garton & Associates Financial Advisors
Kentucky
$232K +$221K +7,747 New
MWP
1613
Meridian Wealth Partners
Pennsylvania
$231K +$14K +491 +7%
NAM
1614
NTV Asset Management
West Virginia
$231K -$72.9K -2,555 -25%
WLPWM
1615
Walled Lake Planning & Wealth Management
Illinois
$231K -$4.39K -154 -2%
PMFA
1616
Plante Moran Financial Advisors
Michigan
$231K -$32.1K -1,124 -13%
CA
1617
Crewe Advisors
Utah
$230K +$2.14K +75 +1%
TA
1618
TFB Advisors
Kansas
$230K -$3.62K -127 -2%
ACM
1619
Arcataur Capital Management
Wisconsin
$229K -$1.57K -55 -0.7%
CWA
1620
Centennial Wealth Advisory
Michigan
$229K +$218K +7,650 New
CIA
1621
Cladis Investment Advisory
Montana
$229K
PWMG
1622
Prestige Wealth Management Group
New Jersey
$229K -$447K -15,681 -67%
CA
1623
Continuum Advisory
Idaho
$229K -$4.09M -143,390 -95%
MSWM
1624
Master's Wealth Management
Pennsylvania
$228K +$57 +2 +0%
WCM
1625
Wedge Capital Management
North Carolina
$227K -$12.6K -442 -5%