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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1876
Winning Points Advisors
Florida
$323K +$13.2K +250 +4%
FA
1877
Fagan Associates
New York
$322K -$5.07K -96 -2%
PO
1878
Private Ocean
California
$322K
SWM
1879
Sugarloaf Wealth Management
Georgia
$322K +$528 +10 +0.2%
TF
1880
TimeScale Financial
Massachusetts
$321K -$32.7K -619 -9%
APW
1881
Austin Private Wealth
Texas
$321K -$23.4K -443 -7%
LWA
1882
Lineweaver Wealth Advisors
Ohio
$321K +$84.3K +1,595 +37%
MA
1883
MJP Associates
Connecticut
$320K +$18.6K +353 +6%
RWM
1884
RKL Wealth Management
Pennsylvania
$319K -$8.98K -170 -3%
CSPAM
1885
Cary Street Partners Asset Management
Virginia
$318K +$59.2K +1,120 +24%
TWM
1886
TriaGen Wealth Management
California
$318K +$311K +5,878 New
BCA
1887
Biltmore Capital Advisors
New Jersey
$317K +$69.2K +1,310 +29%
GSWM
1888
Golden State Wealth Management
California
$316K -$661K -12,514 -68%
EI
1889
EDMP Inc
Florida
$316K
SDWMA
1890
Schneider Downs Wealth Management Advisors
Pennsylvania
$316K +$55.8K +1,056 +22%
SPWG
1891
Sage Private Wealth Group
Illinois
$315K -$6.39K -121 -2%
TBNY
1892
Trustco Bank (New York)
New York
$314K
SB
1893
Strategic Blueprint
Georgia
$313K +$3.91K +74 +1%
VC
1894
Veracity Capital
Georgia
$312K -$898 -17 -0.3%
IWA
1895
Inspirion Wealth Advisors
Illinois
$312K
DA
1896
DSC Advisors
Illinois
$312K +$304K +5,760 New
AIA
1897
Armor Investment Advisors
North Carolina
$311K
ESBC
1898
E.S. Barr & Co
Kentucky
$308K +$301K +5,691 New
IP
1899
Investment Partners
Ohio
$307K -$26.5K -501 -8%
AMCA
1900
Arthur M. Cohen & Associates
Illinois
$307K