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Name Holding Trade Value Shares
Change
Change in
Stake
TCOK
3076
Trust Company of Kansas
Kansas
$534K – – –
KWM
3077
Kaydan Wealth Management
Michigan
$532K +$393 +1 +0.1%
FWM
3078
Finer Wealth Management
Massachusetts
$532K -$3.15K -8 -0.6%
TA
3079
Tectonic Advisors
Texas
$532K – – –
CCM
3080
Crabel Capital Management
California
$532K +$516K +1,312 New
BWA
3081
Burt Wealth Advisors
Maryland
$531K – – –
D
3082
Dentgroup
Louisiana
$531K – – –
1WM
3083
1858 Wealth Management
Ohio
$530K -$101K -257 -16%
WA
3084
Waterford Advisors
New York
$530K -$334K -849 -39%
CIS
3085
Connors Investor Services
Pennsylvania
$529K – – –
SWM
3086
Sterling Wealth Management
Illinois
$529K – – –
AWA
3087
Adapt Wealth Advisors
Georgia
$528K +$97.5K +248 +23%
OFP
3088
OFC Financial Planning
New Jersey
$528K -$29.5K -75 -5%
CCA
3089
Conservest Capital Advisors
Pennsylvania
$528K +$2.36K +6 +0.5%
SFS
3090
Symphony Financial Services
Ohio
$528K +$1.18K +3 +0.2%
WCM
3091
WealthBridge Capital Management
Ohio
$528K -$71.6K -182 -12%
HFP
3092
Holistic Financial Partners
Indiana
$528K +$67.2K +171 +15%
Cohen & Steers
3093
Cohen & Steers
New York
$527K – – –
PIA
3094
Prakash Investment Advisors
Massachusetts
$527K – – –
SCA
3095
Southern Capital Advisors
Tennessee
$526K +$1.97K +5 +0.4%
BP
3096
Broadleaf Partners
Ohio
$526K – – –
TA
3097
TPG Advisors
Illinois
$526K – – –
WA
3098
Westfuller Advisors
New York
$526K +$510K +1,298 New
GSWM
3099
Greenup Street Wealth Management
Michigan
$526K +$510K +1,297 New
RWM
3100
Revisor Wealth Management
Ohio
$525K +$24.8K +63 +5%