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Name Holding Trade Value Shares
Change
Change in
Stake
SPA
2201
Shore Point Advisors
New Jersey
$868K
NLP
2202
Next Level Private
New York
$868K +$39.2K +259 +5%
SWMP
2203
Signature Wealth Management Partners
New Jersey
$868K +$34.5K +228 +4%
HEIP
2204
Hudson Edge Investment Partners
New Jersey
$866K +$148K +978 +20%
LWM
2205
Lakeridge Wealth Management
Ohio
$865K +$878K +5,802 New
IGGA
2206
Iron Gate Global Advisors
Utah
$865K -$3.02K -20 -0.3%
IA
2207
IAM Advisory
Pennsylvania
$865K +$7.41K +49 +0.9%
EA
2208
Emerald Advisors
Washington
$864K +$35.1K +232 +4%
AP
2209
Appleton Partners
Massachusetts
$862K +$2.72K +18 +0.3%
III
2210
Independent Investors Inc
New York
$861K
WCG
2211
Weaver Consulting Group
California
$860K +$17.8K +118 +2%
AWM
2212
Aberdeen Wealth Management
Illinois
$856K -$45.4K -300 -5%
BIM
2213
Bridgecreek Investment Management
Oklahoma
$855K -$18.9K -125 -2%
CF
2214
Copperwynd Financial
Arizona
$854K +$35.1K +232 +4%
KP
2215
Keel Point
Alabama
$851K -$1.06K -7 -0.1%
AA
2216
Auxano Advisors
Washington
$850K -$41.7K -276 -5%
KFG
2217
Kingdom Financial Group
Arizona
$850K -$100K -664 -10%
NFA
2218
Northern Financial Advisors
Michigan
$850K -$15.1K -100 -2%
WCM
2219
Winthrop Capital Management
Indiana
$845K +$857K +5,668 New
IIC
2220
Integrated Investment Consultants
Michigan
$845K +$8.32K +55 +1%
SEP
2221
Southland Equity Partners
Missouri
$841K +$44.6K +295 +6%
VBFG
2222
Vishria Bird Financial Group
Tennessee
$841K -$91K -602 -10%
IA
2223
Inspire Advisors
Idaho
$841K +$4.24K +28 +0.5%
MFWP
2224
Mosaic Family Wealth Partners
Missouri
$840K +$36.8K +243 +5%
CWA
2225
Centennial Wealth Advisory
Michigan
$840K -$9.98K -66 -1%