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Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
2076
Northwest Quadrant Wealth Management
Oregon
$323K -$614 -14 -0.2%
BP
2077
Broadleaf Partners
Ohio
$323K
PTP
2078
Platform Technology Partners
New York
$322K +$38.9K +887 +12%
CHAM
2079
Clear Harbor Asset Management
Connecticut
$321K +$17.5K +400 +5%
LCAM
2080
London & Capital Asset Management
United Kingdom
$320K -$909K -20,717 -72%
PWMG
2081
Prestige Wealth Management Group
New Jersey
$320K +$158K +3,601 +80%
FFG
2082
Ford Financial Group
California
$318K -$15.7K -358 -4%
BIA
2083
Barry Investment Advisors
Massachusetts
$318K +$143K +3,269 +68%
FHC
2084
First Heartland Consultants
Missouri
$317K -$11.2K -255 -3%
WIA
2085
World Investment Advisors
California
$316K -$105K -2,395 -23%
PCM
2086
Perritt Capital Management
Illinois
$313K
PWM
2087
PBMares Wealth Management
Virginia
$313K +$27K +616 +8%
HFA
2088
Huber Financial Advisors
Illinois
$311K -$7.2K -164 -2%
SIA
2089
Strategic Investment Advisors
Michigan
$309K -$177K -4,033 -34%
SVCP
2090
Silicon Valley Capital Partners
California
$308K +$41.6K +949 +14%
SIA
2091
Soltis Investment Advisors
Utah
$308K +$48.3K +1,101 +16%
ACM
2092
AUA Capital Management
Pennsylvania
$307K
ZCA
2093
Zeke Capital Advisors
Pennsylvania
$306K -$2.34M -53,260 -87%
AIA
2094
Arbor Investment Advisors
North Carolina
$306K -$24.1K -549 -7%
IIA
2095
ICW Investment Advisors
Arizona
$306K +$243K +5,531 +245%
WAG
2096
Winthrop Advisory Group
Massachusetts
$305K +$11.9K +272 +4%
MCM
2097
Mengis Capital Management
Oregon
$304K
APC
2098
Aspire Private Capital
North Carolina
$304K +$82.2K +1,874 +32%
HCM
2099
Hengehold Capital Management
Ohio
$303K +$71.2K +1,622 +27%
WP
2100
WealthShield Partners
North Carolina
$302K -$32.5K -741 -9%