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Name Holding Trade Value Shares
Change
Change in
Stake
LSWP
3076
Liberty Square Wealth Partners
Pennsylvania
$469K +$372 +2 +0.1%
NECFA
3077
New England Capital Financial Advisors
Connecticut
$469K +$745 +4 +0.1%
CPA
3078
Capital Performance Advisors
California
$468K -$379K -2,034 -42%
SWA
3079
Strategies Wealth Advisors
Michigan
$468K -$227K -1,220 -30%
XWM
3080
Xcel Wealth Management
Florida
$468K -$3.72K -20 -0.7%
AWA
3081
AGH Wealth Advisors
Kansas
$468K -$37.8K -203 -7%
NWM
3082
Northwest Wealth Management
Iowa
$467K +$173K +930 +49%
Vanguard Capital Wealth Advisors
3083
Vanguard Capital Wealth Advisors
Colorado
$467K +$9.31K +50 +2%
BHFP
3084
Blom & Howell Financial Planning
California
$467K +$3.91K +21 +0.8%
SPWM
3085
Smith Partners Wealth Management
North Carolina
$465K
SC
3086
Schubert & Co
Texas
$465K -$8.75K -47 -2%
KCIC
3087
Kuhn & Co Investment Counsel
Illinois
$464K +$6.89K +37 +1%
GCP
3088
GSA Capital Partners
United Kingdom
$464K +$521K +2,798 New
WDL
3089
Well Done LLC
Michigan
$464K -$8.19K -44 -2%
ABLA
3090
Alan B. Lancz & Associates
Ohio
$461K
GHAM
3091
Gilman Hill Asset Management
Connecticut
$460K -$40K -215 -7%
TI
3092
Truepoint Inc
Ohio
$460K +$24.8K +133 +5%
VF
3093
Vawter Financial
Ohio
$460K +$186 +1 +0%
RFN
3094
Redwood Financial Network
Ohio
$458K -$2.79K -15 -0.5%
AWAP
3095
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$457K +$2.61K +14 +0.5%
GHA
3096
Good Harbor Advisors
Massachusetts
$457K -$84.7K -455 -14%
USWIA
3097
UP Strategic Wealth Investment Advisors
Pennsylvania
$456K +$372 +2 +0.1%
HCP
3098
Hamilton Capital Partners
Georgia
$456K -$49K -263 -9%
BW
3099
Bravera Wealth
North Dakota
$455K -$96.4K -518 -16%
TC
3100
Trust Company
Kansas
$453K -$98.6K -530 -16%