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Name Holding Trade Value Shares
Change
Change in
Stake
ERWM
3126
Elk River Wealth Management
Colorado
$468K -$9.1K -87 -2%
BCA
3127
Bay Capital Advisors
Virginia
$468K – – –
W
3128
Wealthquest
Ohio
$467K +$75K +717 +22%
W
3129
WealthCollab
Washington
$467K +$199K +1,899 +91%
AP
3130
Advisortrust Partners
North Carolina
$467K +$38.3K +366 +10%
DCA
3131
DB&C Advisors
Michigan
$466K +$1.57K +15 +0.4%
MWA
3132
Motive Wealth Advisors
Michigan
$466K +$7.32K +70 +2%
WWA
3133
Wealth Watch Advisors
Colorado
$466K -$36.3K -347 -8%
LSC
3134
Lesa Sroufe & Co
Washington
$466K +$415K +3,967 New
HP
3135
HT Partners
Connecticut
$466K – – –
CP
3136
Clarendon Private
Massachusetts
$466K +$5.23K +50 +1%
PPA
3137
Painted Porch Advisors
California
$465K +$57.8K +553 +16%
PHWM
3138
Pine Harbor Wealth Management
Maryland
$465K +$418 +4 +0.1%
OFG
3139
Oxford Financial Group
Indiana
$464K +$7.42K +71 +2%
MFG
3140
Mosaic Financial Group
Illinois
$464K +$837 +8 +0.2%
MIG
3141
McGuire Investment Group
Rhode Island
$463K -$94.1K -900 -19%
RWM
3142
Rockline Wealth Management
New York
$463K -$18.7K -179 -4%
SFC
3143
Swisher Financial Concepts
Ohio
$462K -$675K -6,450 -62%
CSA
3144
Cottage Street Advisors
Massachusetts
$461K -$33.9K -324 -8%
CWMGP
3145
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$460K +$8.57K +82 +2%
GHA
3146
Good Harbor Advisors
Massachusetts
$460K -$11.5K -110 -3%
YWM
3147
Yoder Wealth Management
California
$459K -$27.3K -261 -6%
Cohen & Steers
3148
Cohen & Steers
New York
$458K – – –
KWMG
3149
King Wealth Management Group
Florida
$458K +$10.2K +98 +3%
AFA
3150
Allium Financial Advisors
Oregon
$456K -$28.6K -273 -7%