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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1776
Kaydan Wealth Management
Michigan
$363K -$8.35K -187 -2%
PTP
1777
Platform Technology Partners
New York
$363K +$16.7K +373 +5%
PIA
1778
Perennial Investment Advisors
California
$362K -$179 -4 -0%
BDFN
1779
Bond & Devick Financial Network
Minnesota
$361K -$22.2K -497 -6%
MSWM
1780
McGlone Suttner Wealth Management
Wisconsin
$360K +$72.8K +1,630 +25%
AO
1781
Advisor OS
Illinois
$359K -$5.67K -127 -2%
GWANC
1782
Guardian Wealth Advisors (North Carolina)
North Carolina
$359K +$85.8K +1,922 +31%
PFA
1783
Peak Financial Advisors
Colorado
$359K -$13.4K -301 -4%
ATC
1784
Adirondack Trust Company
New York
$358K -$3.17K -71 -0.9%
PPP
1785
Private Portfolio Partners
New Jersey
$358K -$15.8K -355 -4%
WCA
1786
Westover Capital Advisors
Delaware
$358K +$360K +8,064 New
CRI
1787
Colonial River Investments
Virginia
$357K +$360K +8,054 New
C
1788
Certuity
Florida
$356K +$33.3K +746 +10%
NRG
1789
Nemes Rush Group
Michigan
$356K +$268 +6 +0.1%
BPWM
1790
Badgley Phelps Wealth Managers
Washington
$356K -$47.8K -1,071 -12%
OBWG
1791
Onyx Bridge Wealth Group
New York
$355K +$39K +874 +12%
SCA
1792
St. Clair Advisors
Ohio
$355K +$58.2K +1,303 +19%
FA
1793
Fermata Advisors
California
$354K +$357K +7,992 New
NFA
1794
Northern Financial Advisors
Michigan
$354K +$79.9K +1,790 +29%
CAAM
1795
Cornerstone Advisors Asset Management
Pennsylvania
$353K -$30.3K -679 -8%
FAFN
1796
First Affirmative Financial Network
Colorado
$353K +$43.8K +980 +14%
DP
1797
Dearborn Partners
Illinois
$352K +$15.4K +346 +5%
BBW
1798
Blue Barn Wealth
Utah
$352K +$1.7K +38 +0.5%
TWM
1799
Tradition Wealth Management
Minnesota
$352K +$313 +7 +0.1%
RWPA
1800
Richard W. Paul & Associates
Michigan
$351K -$83.8K -1,876 -19%