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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2901
Cherrydale Wealth Management
New Jersey
$202K +$3.12K +14 +2%
GWWM
2902
Great Waters Wealth Management
Minnesota
$202K -$14.3K -64 -7%
ODIJL
2903
One Day In July LLC
Vermont
$201K +$204K +917 New
FI
2904
Financial Insights
Washington
$201K
SMH
2905
Sanders Morris Harris
Texas
$201K +$200K +900 New
RWA
2906
Roberts Wealth Advisors
California
$200K +$203K +911 New
RLH
2907
RD Lewis Holdings
Florida
$200K +$177K +794 New
WA
2908
Wambolt & Associates
Colorado
$200K -$182K -817 -47%
Vanguard Capital Wealth Advisors
2909
Vanguard Capital Wealth Advisors
Colorado
$200K
AA
2910
Acorns Advisers
California
$200K +$202K +909 New
FDP
2911
Financiere des Professionnels
Quebec, Canada
$198K
BGAI
2912
Bruce G. Allen Investments
Colorado
$190K +$4.68K +21 +2%
CTWM
2913
Cherry Tree Wealth Management
Minnesota
$188K
KWAG
2914
Kiely Wealth Advisory Group
North Carolina
$188K
SL
2915
Salomon & Ludwin
Virginia
$184K -$29.6K -133 -14%
TIAAOA
2916
Teachers Insurance & Annuity Association of America
New York
$184K
SC
2917
Stance Capital
Massachusetts
$184K +$186K +837 New
EPW
2918
Evergreen Private Wealth
Colorado
$184K
CWM
2919
Compass Wealth Management
Connecticut
$182K
PS
2920
Pinney & Scofield
Massachusetts
$181K +$184K +824 New
BG
2921
Bollard Group
Massachusetts
$176K
SAM
2922
S.A. Mason
Michigan
$175K +$22.3K +100 +14%
PGAM
2923
Princeton Global Asset Management
New Jersey
$171K +$34.1K +153 +24%
KG
2924
Kieckhefer Group
Wisconsin
$168K +$171K +766 New
WFA
2925
West Financial Advisors
Iowa
$168K +$171K +766 New