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Name Holding Trade Value Shares
Change
Change in
Stake
SLP
3151
Storen Legacy Partners
Indiana
$454K +$627 +6 +0.2%
CNWM
3152
Clay Northam Wealth Management
California
$454K – – –
GWWM
3153
Great Waters Wealth Management
Minnesota
$454K +$2.09K +20 +0.5%
QC
3154
Quantessence Capital
New York
$453K -$342K -3,272 -46%
LC
3155
Lincoln Capital
Nebraska
$453K – – –
DF
3156
Dunhill Financial
United Kingdom
$453K +$21.6K +207 +6%
RWM
3157
Reston Wealth Management
Virginia
$452K +$2.61K +25 +0.7%
PWS
3158
Peterson Wealth Services
Utah
$452K -$2.3K -22 -0.6%
RPGNY
3159
Retirement Planning Group (New York)
New York
$451K +$402K +3,841 New
SWM
3160
Stronghold Wealth Management
Florida
$450K -$115K -1,100 -22%
S
3161
Sunpointe
Missouri
$450K +$2.09K +20 +0.5%
SCI
3162
Silver Coast Investments
United States
$449K -$89.6K -857 -18%
WIA
3163
Wetzel Investment Advisors
Indiana
$449K -$72.7K -695 -15%
JLBC
3164
J.L. Bainbridge & Co
Florida
$449K +$27.3K +261 +7%
FFWM
3165
Future Financial Wealth Management
Ohio
$448K +$5.23K +50 +1%
GGI
3166
Godsey & Gibb Inc
Virginia
$447K – – –
RCA
3167
Rose Capital Advisors
Florida
$447K +$398K +3,804 New
SJL
3168
Shayne & Jacobs LLC
Tennessee
$446K – – –
KFC
3169
Klingenstein Fields & Co
New York
$446K +$11.1K +106 +3%
RWA
3170
Redhawk Wealth Advisors
Minnesota
$446K +$49.7K +475 +14%
PWM
3171
Palumbo Wealth Management
New York
$445K +$5.44K +52 +1%
CWM
3172
Concentrum Wealth Management
California
$445K +$10.5K +100 +3%
TCMP
3173
Thrive Capital Management (Pennsylvania)
Pennsylvania
$445K -$2.51K -24 -0.6%
FFA
3174
Fortune Financial Advisors
Kansas
$444K +$209 +2 +0.1%
LIA
3175
LifePlan Investment Advisors
North Carolina
$443K +$5.44K +52 +1%