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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1601
Cambient Family Office
Michigan
$209K +$242K +665 New
IIL
1602
Income Insurance Ltd
$209K – – –
WW
1603
Westshore Wealth
California
$209K +$2.91K +8 +1%
IP
1604
Ignite Planners
California
$208K +$242K +665 New
CCA
1605
Childress Capital Advisors
Texas
$208K -$32.3K -89 -12%
UFPG
1606
United Financial Planning Group
New York
$208K – – –
CIA
1607
Choate Investment Advisors
Massachusetts
$208K +$363 +1 +0.2%
AOWM
1608
Asset One Wealth Management
Washington
$208K +$3.63K +10 +2%
OWP
1609
Obermeyer Wealth Partners
Colorado
$207K +$10.2K +28 +4%
FBB
1610
Fulton Breakefield Broenniman
Maryland
$207K -$12.7K -35 -5%
CBB
1611
Citizens Business Bank
California
$207K – – –
SCI
1612
Silver Coast Investments
United States
$207K – – –
NC
1613
North Capital
Utah
$207K -$363 -1 -0.2%
SB
1614
Strategic Blueprint
Georgia
$207K +$12K +33 +5%
PWM
1615
Palumbo Wealth Management
New York
$206K -$55.2K -152 -19%
WC
1616
Westhampton Capital
North Carolina
$205K -$63.6K -175 -21%
CYG
1617
Clean Yield Group
Vermont
$205K – – –
KJWM
1618
Kiley Juergens Wealth Management
Washington
$205K – – –
VA
1619
Verdad Advisers
Massachusetts
$205K +$238K +654 New
BEW
1620
Burton Enright Welch
California
$204K +$2.54K +7 +1%
NA
1621
Nautilus Advisors
California
$204K +$2.18K +6 +0.9%
PAS
1622
PKS Advisory Services
New York
$204K +$237K +652 New
CAAS
1623
Capital Asset Advisory Services
Michigan
$204K +$237K +652 New
SI
1624
Stonekeep Investments
New Mexico
$204K – – –
PA
1625
PSI Advisors
Florida
$204K +$3.27K +9 +1%