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Name Holding Trade Value Shares
Change
Change in
Stake
CC
2576
Clearwave Capital
California
$823K +$86.2K +463 +10%
MWM
2577
Moulton Wealth Management
Washington
$822K +$372 +2 +0%
SPA
2578
Shore Point Advisors
New Jersey
$821K – – –
DOA
2579
D'Orazio & Associates
Virginia
$820K +$7.07K +38 +0.8%
LWM
2580
Langley Wealth Management
Mississippi
$819K +$920K +4,943 New
SWASL
2581
Spartan Wealth Advisory Services LLC
Michigan
$819K -$22K -118 -2%
SP
2582
Successful Portfolios
Florida
$818K -$186 -1 -0%
WRPWM
2583
Werba Rubin Papier Wealth Management
California
$816K -$33.3K -179 -4%
DAM
2584
Diamant Asset Management
Connecticut
$815K -$70.4K -378 -7%
TSW
2585
Three Seasons Wealth
Utah
$815K +$3.72K +20 +0.4%
AA
2586
Altrafin AG
$813K +$913K +4,905 New
EFA
2587
Evernest Financial Advisors
Indiana
$813K -$10.8K -58 -1%
RPWA
2588
Regent Peak Wealth Advisors
Georgia
$809K +$65.1K +350 +8%
LCGC
2589
Legacy Capital Group California
California
$807K -$21.2K -114 -2%
OL
2590
Optas LLC
Texas
$806K +$60.3K +324 +7%
AA
2591
Auxano Advisors
Washington
$803K -$558 -3 -0.1%
CIA
2592
Compass Ion Advisors
Pennsylvania
$802K +$35.7K +192 +4%
PWM
2593
Purus Wealth Management
California
$801K +$6.89K +37 +0.8%
MWM
2594
Melfa Wealth Management
Massachusetts
$801K – – –
WF
2595
Whelan Financial
California
$801K +$53.4K +287 +6%
ODFS
2596
O'Donnell Financial Services
California
$800K +$119K +639 +15%
CAM
2597
Chesapeake Asset Management
New York
$800K -$37.8K -203 -4%
RA
2598
Range Advisory
Virginia
$799K +$18.8K +101 +2%
TP
2599
Trailhead Planners
Minnesota
$799K -$3.35K -18 -0.4%
Vanguard National Trust
2600
Vanguard National Trust
Pennsylvania
$799K +$344K +1,846 +62%