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Name Holding Trade Value Shares
Change
Change in
Stake
IWAO
2126
Independence Wealth Advisors (Ohio)
Ohio
$355K -$53.8K -528 -13%
MFA
2127
McClarren Financial Advisors
Pennsylvania
$355K -$36.8K -361 -9%
CFFP
2128
Center for Financial Planning
Michigan
$354K -$20.5K -201 -5%
NPT
2129
National Philanthropic Trust
Pennsylvania
$354K +$41.6K +408 +12%
DWM
2130
Drive Wealth Management
Utah
$353K +$1.32K +13 +0.4%
PAM
2131
PVG Asset Management
Colorado
$352K +$373K +3,657 New
FZCM
2132
Flynn Zito Capital Management
New York
$351K -$3.47K -34 -0.9%
WDG
2133
Wealth Dimensions Group
Ohio
$350K -$90.5K -888 -20%
TDB
2134
Thompson David Blair
$350K -$36.1K -354 -9%
TWM
2135
Trueblood Wealth Management
Ohio
$349K +$7.75K +76 +2%
BPC
2136
Banque Pictet & Cie
Switzerland
$347K -$1.98M -19,443 -84%
NS
2137
Northland Securities
Minnesota
$347K
CFO
2138
Cambient Family Office
Michigan
$347K +$16K +157 +5%
BFG
2139
Berger Financial Group
Minnesota
$346K -$43.7K -429 -11%
SCA
2140
Strathmore Capital Advisors
North Carolina
$346K -$94.1K -923 -20%
AAS
2141
Annex Advisory Services
Wisconsin
$346K +$41.8K +410 +13%
SP
2142
Stablepoint Partners
Massachusetts
$346K +$15K +147 +4%
FFP
2143
FourThought Financial Partners
Florida
$346K +$2.85K +28 +0.8%
MCM
2144
MV Capital Management
Maryland
$345K -$408 -4 -0.1%
MWM
2145
Marietta Wealth Management
Georgia
$345K +$2.55K +25 +0.7%
SIC
2146
Sigma Investment Counselors
Michigan
$345K +$58.4K +573 +19%
RA
2147
Rockingstone Advisors
Massachusetts
$345K
TP
2148
Thayer Partners
Pennsylvania
$344K +$1.22K +12 +0.3%
LCWP
2149
Legacy Capital Wealth Partners
Arkansas
$344K -$185K -1,816 -34%
TWA
2150
Trace Wealth Advisors
California
$343K