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