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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
2801
Fiduciary Wealth Partners
Massachusetts
$388K -$5.09K -17 -1%
GA
2802
Goldstein Advisors
Wisconsin
$388K -$8.98K -30 -2%
CCMG
2803
Connecticut Capital Management Group
Connecticut
$387K +$391K +1,306 New
CTA
2804
Colonial Trust Advisors
South Carolina
$387K -$13.5K -45 -3%
BF
2805
Blankinship & Foster
California
$386K +$299 +1 +0.1%
GWA
2806
Gutierrez Wealth Advisory
Arkansas
$386K +$31.1K +104 +9%
WW
2807
Westshore Wealth
California
$385K -$59.9K -200 -13%
SL
2808
SWMG LLC
Texas
$385K -$3K -10 -0.8%
FF
2809
Formulate Financial
Florida
$384K +$159K +530 +69%
LF
2810
LifeSteps Financial
California
$384K +$599 +2 +0.2%
LCM
2811
Lazari Capital Management
California
$383K +$2.1K +7 +0.5%
WAM
2812
Weinberger Asset Management
California
$383K +$1.2K +4 +0.3%
S
2813
Sunpointe
Missouri
$383K +$73.7K +246 +23%
RCM
2814
RB Capital Management
Nevada
$383K +$62.3K +208 +19%
PWA
2815
Pitcairn Wealth Advisors
Pennsylvania
$382K +$387K +1,291 New
HFM
2816
Harvest Fund Management
China
$382K +$383K +1,279 +10,658%
CCT
2817
Chemung Canal Trust
New York
$382K
SWM
2818
Scissortail Wealth Management
Oklahoma
$381K +$43.4K +145 +13%
SFWC
2819
Strategic Family Wealth Counselors
New Jersey
$380K +$150K +500 +62%
SIC
2820
Sterling Investment Counsel
New York
$380K +$518K +1,728 New
TWM
2821
Troutman Wealth Management
Pennsylvania
$379K +$383K +1,280 New
RMC
2822
Ring Mountain Capital
California
$378K -$18K -60 -5%
MWM
2823
Melfa Wealth Management
Massachusetts
$378K
AWMT
2824
AAFMAA Wealth Management & Trust
North Carolina
$378K +$382K +1,275 New
TAFW
2825
Tred Avon Family Wealth
Maryland
$377K