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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1101
Collective Family Office
Pennsylvania
$214K
AWMG
1102
Alliance Wealth Management Group
New Jersey
$214K
TCM
1103
Towercrest Capital Management
Pennsylvania
$214K
HKIMG
1104
Hutchens & Kramer Investment Management Group
Indiana
$213K +$208K +1,077 New
RWA
1105
Rooted Wealth Advisors
Illinois
$212K +$204K +1,055 New
PIP
1106
Peachtree Investment Partners
Florida
$212K -$627K -3,249 -75%
MKA
1107
M. Kulyk & Associates
Georgia
$210K
MG
1108
Meritage Group
California
$210K -$14.1K -73 -6%
NAM
1109
NTV Asset Management
West Virginia
$210K +$208K +1,078 New
QPWM
1110
Quadrant Private Wealth Management
Pennsylvania
$209K
KFGK
1111
Keystone Financial Group (Kentucky)
Kentucky
$208K +$206K +1,068 New
CAI
1112
Capital Advisors Inc
Oklahoma
$208K +$206K +1,067 New
KA
1113
KLCM Advisors
Wisconsin
$208K +$206K +1,067 New
BCCM
1114
Bridge Creek Capital Management
Massachusetts
$206K +$204K +1,060 New
QWM
1115
Quaker Wealth Management
New Jersey
$206K +$204K +1,057 New
FAIM
1116
Financial Advocates Investment Management
Washington
$203K +$202K +1,045 New
WA
1117
Wealth Alliance
New York
$203K -$18.3K -95 -8%
WTB
1118
Washington Trust Bank
Washington
$202K +$201K +1,041 New
SWM
1119
Sendero Wealth Management
Texas
$202K +$200K +1,036 New
IA
1120
IAM Advisory
Pennsylvania
$201K +$200K +1,035 New
LIM
1121
Longfellow Investment Management
Massachusetts
$201K +$197K +1,021 +9,282%
AWM
1122
Aberdeen Wealth Management
Illinois
$201K +$199K +1,032 New
SIGI
1123
Susquehanna International Group (Ireland)
Ireland
$201K +$199K +1,031 New
LFA
1124
LGT Financial Advisors
Texas
$195K +$63.7K +330 +49%
CYG
1125
Clean Yield Group
Vermont
$195K -$19.3K -100 -9%