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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
3076
Finer Wealth Management
Massachusetts
$532K -$3.15K -8 -0.6%
TA
3077
Tectonic Advisors
Texas
$532K
CCM
3078
Crabel Capital Management
California
$532K +$516K +1,312 New
BWA
3079
Burt Wealth Advisors
Maryland
$531K
D
3080
Dentgroup
Louisiana
$531K
1WM
3081
1858 Wealth Management
Ohio
$530K -$101K -257 -16%
WA
3082
Waterford Advisors
New York
$530K -$334K -849 -39%
CIS
3083
Connors Investor Services
Pennsylvania
$529K
SWM
3084
Sterling Wealth Management
Illinois
$529K
AWA
3085
Adapt Wealth Advisors
Georgia
$528K +$97.5K +248 +23%
OFP
3086
OFC Financial Planning
New Jersey
$528K -$29.5K -75 -5%
CCA
3087
Conservest Capital Advisors
Pennsylvania
$528K +$2.36K +6 +0.5%
SFS
3088
Symphony Financial Services
Ohio
$528K +$1.18K +3 +0.2%
WCM
3089
WealthBridge Capital Management
Ohio
$528K -$71.6K -182 -12%
HFP
3090
Holistic Financial Partners
Indiana
$528K +$67.2K +171 +15%
Cohen & Steers
3091
Cohen & Steers
New York
$527K
PIA
3092
Prakash Investment Advisors
Massachusetts
$527K
SCA
3093
Southern Capital Advisors
Tennessee
$526K +$1.97K +5 +0.4%
BP
3094
Broadleaf Partners
Ohio
$526K
TA
3095
TPG Advisors
Illinois
$526K
WA
3096
Westfuller Advisors
New York
$526K +$510K +1,298 New
GSWM
3097
Greenup Street Wealth Management
Michigan
$526K +$510K +1,297 New
RWM
3098
Revisor Wealth Management
Ohio
$525K +$24.8K +63 +5%
2L
3099
25 LLC
Missouri
$524K +$12.2K +31 +2%
IPWA
3100
International Private Wealth Advisors
California
$524K -$130K -331 -20%