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Name Holding Trade Value Shares
Change
Change in
Stake
CSA
2201
Cottage Street Advisors
Massachusetts
$213K +$212K +596 New
AWA
2202
A4 Wealth Advisors
North Carolina
$212K -$160K -450 -43%
BDF
2203
Black Diamond Financial
Maryland
$212K +$211K +592 New
MWM
2204
Maridea Wealth Management
New York
$212K +$211K +592 New
MSWM
2205
Mowery & Schoenfeld Wealth Management
Illinois
$211K
CM
2206
Castleark Management
Illinois
$211K -$15.6M -43,924 -99%
RWM
2207
Refined Wealth Management
Utah
$211K -$18.1K -51 -8%
SIG
2208
Sargent Investment Group
Maryland
$211K +$210K +590 New
AFAS
2209
Acorn Financial Advisory Services
Virginia
$211K +$210K +589 New
BWP
2210
Baldwin Wealth Partners
Massachusetts
$210K -$991K -2,784 -83%
SCA
2211
Stokes Capital Advisors
South Carolina
$210K -$65.5K -184 -24%
MWA
2212
Midland Wealth Advisors
Illinois
$210K +$209K +587 New
BAS
2213
Breakthru Advisory Services
Wisconsin
$209K +$208K +585 New
VW
2214
Vance Wealth
California
$209K +$208K +585 New
LA
2215
LVW Advisors
New York
$209K +$208K +584 New
MWA
2216
MN Wealth Advisors
Kansas
$209K -$36.3K -102 -15%
LOPW
2217
Live Oak Private Wealth
North Carolina
$209K +$208K +584 New
OC
2218
Oarsman Capital
Wisconsin
$209K -$34.2K -96 -14%
RW
2219
Ridgeline Wealth
Arizona
$208K +$207K +583 New
CWS
2220
Cypress Wealth Services
California
$208K +$207K +582 New
MWA
2221
Motive Wealth Advisors
Michigan
$208K +$207K +581 New
CCA
2222
Conservest Capital Advisors
Pennsylvania
$207K +$206K +580 New
RBC
2223
Roble Belko & Company
Pennsylvania
$207K -$35.6K -100 -15%
GWM
2224
Greenwich Wealth Management
Connecticut
$207K +$206K +579 New
HP
2225
Haven Private
Florida
$206K +$205K +577 New