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Name Holding Trade Value Shares
Change
Change in
Stake
AM
2901
Atwater Malick
Pennsylvania
$471K +$9.86K +63 +2%
SPA
2902
Sherbrooke Park Advisers
New York
$471K +$20.5K +131 +5%
MA
2903
MKT Advisors
California
$471K -$2.35K -15 -0.4%
PWA
2904
Physician Wealth Advisors
Utah
$471K +$1.88K +12 +0.4%
TW
2905
Traveka Wealth
California
$471K +$39K +249 +10%
CFA
2906
Cahill Financial Advisors
Minnesota
$470K – – –
LA
2907
Lifeworks Advisors
Michigan
$469K +$47.7K +305 +12%
MWA
2908
MN Wealth Advisors
Kansas
$467K +$18.9K +121 +5%
CWC
2909
Carolinas Wealth Consulting
North Carolina
$467K -$152K -969 -26%
NWMG
2910
Nicholson Wealth Management Group
South Carolina
$465K -$2.66K -17 -0.6%
ZI
2911
ZEGA Investments
Florida
$464K +$4.85K +31 +1%
Loomis, Sayles & Company
2912
Loomis, Sayles & Company
Massachusetts
$464K +$144K +922 +50%
SL
2913
Salomon & Ludwin
Virginia
$464K +$26.5K +169 +6%
SFG
2914
Synergy Financial Group
California
$464K +$167K +1,068 +63%
BOSSRA
2915
B.O.S.S. Retirement Advisors
Utah
$461K -$64.3K -411 -13%
HCP
2916
Hamilton Capital Partners
Georgia
$460K – – –
TFF
2917
The Family Firm
Maryland
$459K +$3.76K +24 +0.9%
GHA
2918
Granite Harbor Advisors
Texas
$458K -$54.8K -350 -11%
SW
2919
Solidarity Wealth
Utah
$458K – – –
WPW
2920
Warther Private Wealth
Ohio
$458K +$7.2K +46 +2%
PWMG
2921
Pinnacle Wealth Management Group
Michigan
$457K – – –
WCM
2922
Washburn Capital Management
Florida
$456K -$26.9K -172 -6%
MG
2923
McHugh Group
Ohio
$456K – – –
PCM
2924
Prelude Capital Management
New York
$455K +$33.3K +213 +8%
GWM
2925
Greenwich Wealth Management
Connecticut
$455K -$102K -653 -19%