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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1601
Patton Fund Management
Texas
$238K +$42K +1,473 +23%
FOFP
1602
Fee-Only Financial Planning
South Carolina
$238K – – –
KA
1603
Klingman & Associates
New York
$238K +$42.2K +1,480 +23%
MA
1604
MONECO Advisors
Connecticut
$238K -$3.45K -121 -1%
TL
1605
Tradewinds LLC
North Carolina
$236K +$1.23K +43 +0.5%
MPIA
1606
Milestones Private Investment Advisors
New York
$236K +$285 +10 +0.1%
AA
1607
Altman Advisors
Illinois
$235K – – –
GCP
1608
GSA Capital Partners
United Kingdom
$235K -$2.29M -80,205 -91%
GWMR
1609
GC Wealth Management RIA
Massachusetts
$233K -$1.49M -52,202 -87%
NG
1610
Northstar Group
New York
$232K -$6.51K -228 -3%
LSIA
1611
LaSalle St. Investment Advisors
Illinois
$232K +$21.2K +744 +11%
SC
1612
Searle & Co
Connecticut
$232K – – –
GAFA
1613
Garton & Associates Financial Advisors
Kentucky
$232K +$221K +7,747 New
MWP
1614
Meridian Wealth Partners
Pennsylvania
$231K +$14K +491 +7%
NAM
1615
NTV Asset Management
West Virginia
$231K -$72.9K -2,555 -25%
WLPWM
1616
Walled Lake Planning & Wealth Management
Illinois
$231K -$4.39K -154 -2%
PMFA
1617
Plante Moran Financial Advisors
Michigan
$231K -$32.1K -1,124 -13%
CA
1618
Crewe Advisors
Utah
$230K +$2.14K +75 +1%
TA
1619
TFB Advisors
Kansas
$230K -$3.62K -127 -2%
ACM
1620
Arcataur Capital Management
Wisconsin
$229K -$1.57K -55 -0.7%
CWA
1621
Centennial Wealth Advisory
Michigan
$229K +$218K +7,650 New
CIA
1622
Cladis Investment Advisory
Montana
$229K – – –
PWMG
1623
Prestige Wealth Management Group
New Jersey
$229K -$447K -15,681 -67%
CA
1624
Continuum Advisory
Idaho
$229K -$4.09M -143,390 -95%
MSWM
1625
Master's Wealth Management
Pennsylvania
$228K +$57 +2 +0%