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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3026
Affinity Wealth Management
Delaware
$286K +$256K +1,016 New
HWM
3027
Howard Wealth Management
Connecticut
$285K +$255K +1,014 New
PCWA
3028
Pacific Capital Wealth Advisors
California
$285K – – –
MC
3029
Matisse Capital
Oregon
$285K – – –
IA
3030
Intellus Advisors
Florida
$285K +$46.1K +183 +22%
CL
3031
CIM LLC
New York
$285K – – –
QFP
3032
Quantum Financial Partners
Kansas
$285K +$255K +1,012 New
APWA
3033
Atlas Private Wealth Advisors
New Jersey
$284K +$1.26K +5 +0.5%
OFA
3034
Orographic Financial Advisors
Colorado
$284K – – –
RFN
3035
Redwood Financial Network
Ohio
$284K +$254K +1,010 New
MWM
3036
Maridea Wealth Management
New York
$284K +$254K +1,008 New
WAM
3037
Weinberger Asset Management
California
$284K -$5.79K -23 -2%
MWM
3038
MinichMacGregor Wealth Management
New York
$283K +$7.81K +31 +3%
SL
3039
SWMG LLC
Texas
$283K +$1.76K +7 +0.5%
CWM
3040
Centurion Wealth Management
Virginia
$283K -$31.7K -126 -11%
PRI
3041
Prepared Retirement Institute
Pennsylvania
$282K +$23.9K +95 +10%
FWM
3042
Finer Wealth Management
Massachusetts
$282K – – –
VAMG
3043
Voisard Asset Management Group
Michigan
$282K +$26.2K +104 +12%
KL
3044
KilterHowling LLC
Colorado
$282K – – –
TLA
3045
Tanglewood Legacy Advisors
Texas
$282K – – –
KF
3046
Kelsey Financial
California
$282K +$252K +1,002 New
AWP
3047
Atlas Wealth Partners
Pennsylvania
$281K -$12.6K -50 -5%
CAM
3048
Cobblestone Asset Management
Virginia
$281K – – –
EIP
3049
Easterly Investment Partners
Massachusetts
$281K – – –
GWCM
3050
Godshalk Welsh Capital Management
Pennsylvania
$281K – – –