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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
3001
Prasad Wealth Partners
Ohio
$513K -$1.3K -4 -0.3%
TFA
3002
TrustWell Financial Advisors
Florida
$513K – – –
FEG
3003
Financial Enhancement Group
Indiana
$511K +$20.8K +64 +5%
SCA
3004
Sippican Capital Advisors
Massachusetts
$511K – – –
SFG
3005
Snider Financial Group
Washington
$511K +$325 +1 +0.1%
NA
3006
Nestegg Advisors
New York
$511K +$2.93K +9 +0.6%
PPF
3007
Pacific Park Financial
California
$510K – – –
RA
3008
Riverstone Advisors
Texas
$510K +$75.8K +233 +19%
SP
3009
Symmetry Partners
Connecticut
$510K +$226K +695 +93%
SLA
3010
Silver Lake Advisory
Utah
$509K +$3.58K +11 +0.8%
AEPWM
3011
Atlantic Edge Private Wealth Management
Florida
$509K -$17.9K -55 -4%
WFA
3012
Wellspring Financial Advisors
Ohio
$505K -$167K -513 -26%
SA
3013
Sonoma Allocations
California
$505K -$46.5K -143 -9%
SHFG
3014
S Harris Financial Group
Texas
$505K -$72.2K -222 -13%
AWMNY
3015
Arcadia Wealth Management (New York)
New York
$505K – – –
PCS
3016
Private Client Services
Kentucky
$505K -$16.3K -50 -3%
EWA
3017
Eagle Wealth Advisors
Connecticut
$504K +$26.4K +81 +6%
AFP
3018
Alpha Financial Partners
Kentucky
$504K -$39K -120 -8%
PWP
3019
Ponta Wealth Partners
Florida
$504K +$169K +518 +57%
LAM
3020
Lifestyle Asset Management
Texas
$503K +$19.5K +60 +4%
BF
3021
Brogan Financial
Tennessee
$503K +$2.6K +8 +0.6%
CASB
3022
Cape Ann Savings Bank
Massachusetts
$503K +$8.13K +25 +2%
CFG
3023
Certior Financial Group
Pennsylvania
$502K +$16.6K +51 +4%
FAM
3024
Fulcrum Asset Management
United Kingdom
$501K +$147K +452 +46%
ACM
3025
Armbruster Capital Management
New York
$500K – – –