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Name Holding Trade Value Shares
Change
Change in
Stake
CWMGP
3126
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$460K +$8.57K +82 +2%
GHA
3127
Good Harbor Advisors
Massachusetts
$460K -$11.5K -110 -3%
YWM
3128
Yoder Wealth Management
California
$459K -$27.3K -261 -6%
Cohen & Steers
3129
Cohen & Steers
New York
$458K
KWMG
3130
King Wealth Management Group
Florida
$458K +$10.2K +98 +3%
AFA
3131
Allium Financial Advisors
Oregon
$456K -$28.6K -273 -7%
SLP
3132
Storen Legacy Partners
Indiana
$454K +$627 +6 +0.2%
CNWM
3133
Clay Northam Wealth Management
California
$454K
GWWM
3134
Great Waters Wealth Management
Minnesota
$454K +$2.09K +20 +0.5%
QC
3135
Quantessence Capital
New York
$453K -$342K -3,272 -46%
LC
3136
Lincoln Capital
Nebraska
$453K
DF
3137
Dunhill Financial
United Kingdom
$453K +$21.6K +207 +6%
RWM
3138
Reston Wealth Management
Virginia
$452K +$2.61K +25 +0.7%
PWS
3139
Peterson Wealth Services
Utah
$452K -$2.3K -22 -0.6%
RPGNY
3140
Retirement Planning Group (New York)
New York
$451K +$402K +3,841 New
SWM
3141
Stronghold Wealth Management
Florida
$450K -$115K -1,100 -22%
S
3142
Sunpointe
Missouri
$450K +$2.09K +20 +0.5%
SCI
3143
Silver Coast Investments
United States
$449K -$89.6K -857 -18%
WIA
3144
Wetzel Investment Advisors
Indiana
$449K -$72.7K -695 -15%
JLBC
3145
J.L. Bainbridge & Co
Florida
$449K +$27.3K +261 +7%
FFWM
3146
Future Financial Wealth Management
Ohio
$448K +$5.23K +50 +1%
GGI
3147
Godsey & Gibb Inc
Virginia
$447K
RCA
3148
Rose Capital Advisors
Florida
$447K +$398K +3,804 New
SJL
3149
Shayne & Jacobs LLC
Tennessee
$446K
KFC
3150
Klingenstein Fields & Co
New York
$446K +$11.1K +106 +3%