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Name Holding Trade Value Shares
Change
Change in
Stake
BC
2051
Barrett & Company
Rhode Island
$1.01M +$12.6K +75 +1%
WFA
2052
WestHill Financial Advisors
California
$1.01M -$14.8K -88 -1%
RIG
2053
Renaissance Investment Group
Massachusetts
$1.01M +$197K +1,178 +24%
WQ
2054
Wealth Quarterback
New Jersey
$1M +$29.7K +177 +3%
PWP
2055
Phillips Wealth Planners
Mississippi
$1,000K -$3.86K -23 -0.4%
EWA
2056
Encompass Wealth Advisors
Oregon
$999K +$369K +2,200 +56%
EWM
2057
Edge Wealth Management
New York
$998K -$358K -2,133 -26%
AA
2058
AlphaQ Advisors
Florida
$997K +$67.9K +405 +7%
OFA
2059
Oak Family Advisors
Illinois
$995K -$121K -721 -11%
WCA
2060
Westover Capital Advisors
Delaware
$993K
WW
2061
Waterfront Wealth
Kansas
$993K -$2.01K -12 -0.2%
Blackstone Inc
2062
Blackstone Inc
New York
$989K +$1.02M +6,063 New
AWM
2063
Aberdeen Wealth Management
Illinois
$987K
RCG
2064
Rock Creek Group
District of Columbia
$985K +$1.17K +7 +0.1%
VBFG
2065
Vishria Bird Financial Group
Tennessee
$985K -$16.4K -98 -2%
VIM
2066
Vista Investment Management
Pennsylvania
$981K +$209K +1,245 +26%
KP
2067
Keel Point
Alabama
$980K -$59.7K -356 -6%
RZH
2068
Relyea Zuckerberg Hanson
Connecticut
$980K +$287K +1,711 +40%
HVM
2069
Harvest Volatility Management
Connecticut
$979K -$70.6K -421 -7%
LWMM
2070
Legacy Wealth Management (Mississippi)
Mississippi
$978K
EIM
2071
Essex Investment Management
Massachusetts
$977K -$72.1K -430 -7%
WCG
2072
Weaver Consulting Group
California
$975K +$17.6K +105 +2%
EW
2073
Evoke Wealth
California
$971K +$61.5K +367 +7%
SRAM
2074
Spouting Rock Asset Management
Pennsylvania
$966K
HH
2075
HWG Holdings
Texas
$965K -$83K -495 -8%