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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Management Professionals
2201
Financial Management Professionals
Texas
$871K +$77.4K +512 +10%
PWM
2202
Partnership Wealth Management
Maryland
$870K +$892K +5,900 New
SPA
2203
Shore Point Advisors
New Jersey
$868K – – –
NLP
2204
Next Level Private
New York
$868K +$39.2K +259 +5%
SWMP
2205
Signature Wealth Management Partners
New Jersey
$868K +$34.5K +228 +4%
Hudson Edge Investment Partners
2206
Hudson Edge Investment Partners
New Jersey
$866K +$148K +978 +20%
LWM
2207
Lakeridge Wealth Management
Ohio
$865K +$878K +5,802 New
Iron Gate Global Advisors
2208
Iron Gate Global Advisors
Utah
$865K -$3.02K -20 -0.3%
IA
2209
IAM Advisory
Pennsylvania
$865K +$7.41K +49 +0.9%
Emerald Advisors
2210
Emerald Advisors
Washington
$864K +$35.1K +232 +4%
Appleton Partners
2211
Appleton Partners
Massachusetts
$862K +$2.72K +18 +0.3%
III
2212
Independent Investors Inc
New York
$861K – – –
WCG
2213
Weaver Consulting Group
California
$860K +$17.8K +118 +2%
AWM
2214
Aberdeen Wealth Management
Illinois
$856K -$45.4K -300 -5%
BIM
2215
Bridgecreek Investment Management
Oklahoma
$855K -$18.9K -125 -2%
CF
2216
Copperwynd Financial
Arizona
$854K +$35.1K +232 +4%
Keel Point
2217
Keel Point
Alabama
$851K -$1.06K -7 -0.1%
AA
2218
Auxano Advisors
Washington
$850K -$41.7K -276 -5%
KFG
2219
Kingdom Financial Group
Arizona
$850K -$100K -664 -10%
NFA
2220
Northern Financial Advisors
Michigan
$850K -$15.1K -100 -2%
WCM
2221
Winthrop Capital Management
Indiana
$845K +$857K +5,668 New
IIC
2222
Integrated Investment Consultants
Michigan
$845K +$8.32K +55 +1%
SEP
2223
Southland Equity Partners
Missouri
$841K +$44.6K +295 +6%
VBFG
2224
Vishria Bird Financial Group
Tennessee
$841K -$91K -602 -10%
Inspire Advisors
2225
Inspire Advisors
Idaho
$841K +$4.24K +28 +0.5%