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Name Holding Trade Value Shares
Change
Change in
Stake
PIP
1726
Peachtree Investment Partners
Florida
$290K +$2.63K +76 +0.9%
RWP
1727
Revolve Wealth Partners
New Jersey
$290K -$18.4K -531 -6%
GL
1728
Gerber LLC
Ohio
$289K
NG
1729
Northstar Group
New York
$288K +$17K +491 +6%
CFS
1730
Commonwealth Financial Services
West Virginia
$288K +$78.6K +2,272 +39%
HWM
1731
Hemington Wealth Management
Virginia
$287K +$12.7K +368 +5%
LCGC
1732
Legacy Capital Group California
California
$287K -$277 -8 -0.1%
DA
1733
Dover Advisors
Virginia
$286K
TRIA
1734
Trail Ridge Investment Advisors
Colorado
$286K -$24.6K -711 -8%
AA
1735
Altman Advisors
Illinois
$286K
NED
1736
Nancy E. Dempze
$286K
CPA
1737
Court Place Advisors
Maryland
$285K -$9.65K -279 -3%
FOFP
1738
Fee-Only Financial Planning
South Carolina
$284K
CFSG
1739
Clark Financial Services Group
Missouri
$284K +$24.8K +718 +10%
SSC
1740
Syverson Strege & Co
Iowa
$284K +$276K +7,968 New
HDIM
1741
Hanson & Doremus Investment Management
Vermont
$284K +$22.3K +644 +9%
PWM
1742
Paulson Wealth Management
Illinois
$283K -$2.28K -66 -0.8%
RCM
1743
RB Capital Management
Nevada
$283K -$1.49K -43 -0.5%
EIP
1744
Ellis Investment Partners
Pennsylvania
$283K -$3.84K -111 -1%
APC
1745
Aspire Private Capital
North Carolina
$282K -$65.9K -1,906 -19%
FWCM
1746
Ferguson Wellman Capital Management
Oregon
$282K -$96.1K -2,778 -26%
MPIA
1747
Milestones Private Investment Advisors
New York
$282K +$273K +7,896 New
GWCM
1748
Godshalk Welsh Capital Management
Pennsylvania
$281K
AAS
1749
AdviceOne Advisory Services
Connecticut
$281K +$69 +2 +0%
NLP
1750
Next Level Private
New York
$281K +$1.42K +41 +0.5%