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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2076
Dogwood Wealth Management
Kansas
$799K +$703K +11,438 +5,499%
IP
2077
Ignite Planners
California
$797K +$46.5K +757 +7%
CA
2078
Calton & Associates
Florida
$797K +$95.3K +1,551 +16%
SCA
2079
Sulzberger Capital Advisors
Florida
$796K +$246 +4 +0%
SQA
2080
Simon Quick Advisors
New Jersey
$793K -$1.12M -18,153 -61%
OFS
2081
Orrstown Financial Services
Pennsylvania
$792K -$69.4K -1,130 -9%
CP
2082
Creekside Partners
California
$790K – – –
WMA
2083
Wealth Management Associates
New Jersey
$790K -$10.6K -173 -1%
DO
2084
denkapparat Operations
Germany
$789K +$699K +11,376 New
CFS
2085
CRA Financial Services
New Jersey
$789K -$6.64K -108 -0.9%
SHGA
2086
Sand Hill Global Advisors
California
$788K +$307 +5 +0%
AMG
2087
Asset Management Group
Connecticut
$788K +$5.1K +83 +0.7%
MMHP
2088
Murphy Middleton Hinkle & Parker
Georgia
$788K – – –
TCMG
2089
TSP Capital Management Group
New Jersey
$787K -$698K -11,350 Closed
PWMG
2090
Prestige Wealth Management Group
New Jersey
$787K +$10.9K +178 +2%
DBRC
2091
D.B. Root & Company
Pennsylvania
$786K -$17.3K -282 -2%
SA
2092
Sovran Advisors
California
$785K +$2.64K +43 +0.4%
CCFM
2093
Clear Creek Financial Management
Washington
$784K -$30.2K -492 -4%
SWA
2094
Sax Wealth Advisors
New Jersey
$784K +$133K +2,171 +24%
SIG
2095
Sky Investment Group
Connecticut
$784K -$61 -1 -0%
WF
2096
Wayfinding Financial
Washington
$783K -$20.2K -328 -3%
AFG
2097
Allegheny Financial Group
Pennsylvania
$782K +$16.2K +264 +2%
GFG
2098
Goldstone Financial Group
Illinois
$780K +$86.3K +1,405 +14%
RIP
2099
Reliant Investment Partners
North Carolina
$779K -$2.15K -35 -0.3%
MWM
2100
MOKAN Wealth Management
Kansas
$778K +$57.8K +940 +9%
82 83
84
85 86