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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
2426
Tempus Wealth Planning
California
$745K +$76.4K +499 +11%
NFA
2427
Northern Financial Advisors
Michigan
$744K -$1.53K -10 -0.2%
W
2428
WorthPointe
California
$744K +$2.45K +16 +0.3%
Park Place Capital
2429
Park Place Capital
Alabama
$744K -$81.3K -531 -9%
WBWA
2430
William B. Walkup & Associates
South Carolina
$744K +$16.5K +108 +2%
Brandywine Trust
2431
Brandywine Trust
Delaware
$743K – – –
Fortis Group Advisors
2432
Fortis Group Advisors
New Jersey
$743K -$96.3K -629 -11%
ICP
2433
Interchange Capital Partners
Pennsylvania
$742K -$108K -705 -12%
WI
2434
Wedgewood Investors
Pennsylvania
$742K – – –
DWM
2435
Dopkins Wealth Management
New York
$741K +$293K +1,913 +60%
Edge Wealth Management
2436
Edge Wealth Management
New York
$739K +$3.83K +25 +0.5%
Lodestar Private Asset Management
2437
Lodestar Private Asset Management
California
$738K -$48.1K -314 -6%
ZIG
2438
Zullo Investment Group
Pennsylvania
$736K +$27.1K +177 +4%
SP
2439
Saranac Partners
$736K +$778K +5,081 New
ACA
2440
Aspire Capital Advisors
Washington
$736K -$22.2K -145 -3%
Abacus Planning Group
2441
Abacus Planning Group
South Carolina
$735K -$87.7K -573 -10%
Fiduciary Financial Group
2442
Fiduciary Financial Group
California
$733K +$19.4K +127 +3%
BOK Financial Private Wealth
2443
BOK Financial Private Wealth
Colorado
$732K -$156K -1,020 -17%
CF
2444
Copperwynd Financial
Arizona
$731K -$3.98K -26 -0.5%
Aprio Wealth Management
2445
Aprio Wealth Management
Georgia
$731K +$75.8K +495 +11%
SWM
2446
Scissortail Wealth Management
Oklahoma
$731K +$769K +5,024 +23,924%
MHR
2447
Matthew Hamilton Rosenberg
$730K -$142K -925 -16%
UIM
2448
Unified Investment Management
Georgia
$729K +$771K +5,035 New
LIA
2449
Lynx Investment Advisory
District of Columbia
$728K +$13K +85 +2%
FFA
2450
Florida Financial Advisors
Florida
$728K +$67.5K +441 +10%