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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
801
Capital Performance Advisors
California
$3.62K +$3.38K +12 New
CWC
802
Carolinas Wealth Consulting
North Carolina
$3.53K +$1.41K +5 +71%
DPW
803
DiNuzzo Private Wealth
Pennsylvania
$3.23K – – –
MA
804
MCF Advisors
Kentucky
$3.23K – – –
SIC
805
SJS Investment Consulting
Ohio
$3.23K – – –
CPG
806
Cornerstone Planning Group
New Jersey
$3.22K +$564 +2 +20%
Lazard Asset Management
807
Lazard Asset Management
New York
$3K – – –
NS
808
NBC Securities
Alabama
$3K – – –
CAL
809
Capital Analysts LLC
Pennsylvania
$3K +$1.97K +7 +175%
CCA
810
Criterion Capital Advisors
Tennessee
$2.42K – – –
TFM
811
TFC Financial Management
Massachusetts
$2.35K – – –
PA
812
Pineridge Advisors
Missouri
$2.35K – – –
TCA
813
Trifecta Capital Advisors
Illinois
$2.06K – – –
VWA
814
Valued Wealth Advisors
Utah
$2.06K +$1.13K +4 +133%
CMP
815
Coston McIsaac & Partners
Maine
$2K – – –
CTC
816
Central Trust Company
Missouri
$1.76K – – –
TAM
817
Tucker Asset Management
Colorado
$1.76K – – –
BF
818
BOK Financial
Oklahoma
$1.76K – – –
VWWMG
819
Vermillion & White Wealth Management Group
Pennsylvania
$1.48K – – –
TWD
820
True Wealth Design
Ohio
$1.47K – – –
WWM
821
Wolff Wiese Magana
California
$1.47K – – –
AWM
822
Avior Wealth Management
Nebraska
$1.47K +$282 +1 +25%
RAM
823
Riggs Asset Management
Pennsylvania
$1.18K – – –
HWP
824
Highline Wealth Partners
California
$1.18K +$564 +2 +100%
CAC
825
Core Alternative Capital
Georgia
$1.18K – – –