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Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
2676
McCarter Private Wealth Services
Massachusetts
$725K +$653K +1,790 New
SCM
2677
Sage Capital Management
New Jersey
$725K +$365 +1 +0.1%
PWMA
2678
Pension & Wealth Management Advisors
Massachusetts
$724K +$33.6K +92 +5%
CIA
2679
Compass Ion Advisors
Pennsylvania
$724K +$7.66K +21 +1%
SRC
2680
Sage Rhino Capital
California
$723K +$3.65K +10 +0.6%
MKW
2681
Mullaney, Keating & Wright
Connecticut
$722K +$13.1K +36 +2%
HTIM
2682
Harbour Trust & Investment Management
Indiana
$720K -$1.09K -3 -0.2%
RWMH
2683
Riverpoint Wealth Management Holdings
Illinois
$720K +$3.28K +9 +0.5%
SWIM
2684
Smallwood Wealth Investment Management
New Jersey
$719K +$5.47K +15 +0.9%
APW
2685
Acima Private Wealth
Virginia
$719K – – –
DFA
2686
Delta Financial Advisors
Louisiana
$719K -$3.65K -10 -0.6%
FRA
2687
Front Row Advisors
California
$718K -$9.85K -27 -2%
ZRP
2688
Zynergy Retirement Planning
New Jersey
$718K -$19.7K -54 -3%
KW
2689
KWB Wealth
California
$718K +$19.3K +53 +3%
AIA
2690
Allied Investment Advisors
Montana
$717K – – –
MFWP
2691
Mosaic Family Wealth Partners
Missouri
$716K +$365 +1 +0.1%
SHJ
2692
Sharkey, Howes & Javer
Colorado
$713K -$67.5K -185 -10%
EAM
2693
Evanson Asset Management
California
$711K +$365 +1 +0.1%
CCM
2694
Campbell Capital Management
Florida
$709K +$18.2K +50 +3%
FP
2695
Financial Perspectives
Minnesota
$709K +$365 +1 +0.1%
SCA
2696
Sandy Cove Advisors
Massachusetts
$708K +$24.8K +68 +4%
CFS
2697
Commonwealth Financial Services
West Virginia
$707K -$281K -770 -31%
ACM
2698
Armbruster Capital Management
New York
$707K +$3.28K +9 +0.5%
BHWM
2699
Beaird Harris Wealth Management
Texas
$707K -$17.9K -49 -3%
Foster Group
2700
Foster Group
Iowa
$703K -$6.2K -17 -1%